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MM is slowly evolving towards a more neutral stance towards stocks.

by Harry Watt

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MM is looking for the US yield curve steepening to take a rest.

by Harry Watt

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MM is bearish Bitcoin looking for ~25% downside.

by Harry Watt

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MM is moving towards a more neutral stance towards US equities.

by Harry Watt

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Over the last 12-months the MM Global Macro ETF Portfolio is up +41.6% or 31.83% in AUD terms

by James Gerrish

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Over the last 12-months the MM International Portfolio is up 61.3% pre currency or 40.60% in AUD terms

by James Gerrish

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MM’s ideal scenario is the NASDAQ has one more attempt at 14,000 before enduring a meaningful correction.

by Harry Watt

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MM believes a ~15% is looming for US banks.

by Harry Watt

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Virgin Money (VUK)

by Harry Watt

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Over the last 12-months the MM Active Income Portfolio is up a very healthy 41.5%.

by James Gerrish

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