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Our “best guess” is US 10-year bonds are set to consolidate between 1.4 and 1.9% this quarter – see illustration below.

by James Gerrish

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MM can see US tech outperforming in the coming weeks / months.

by James Gerrish

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On balance we remain bullish the S&P500 index targeting the 4000 area.

by James Gerrish

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MM remains bullish the Korean KOSPI Index.

by James Gerrish

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

by James Gerrish

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MM has now adopted a neutral stance towards stocks short-term.

by James Gerrish

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MM are selling AWC in the Flagship Growth Portfolio, taking profit & increasing cash around $1.67

by James Gerrish

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MM remains bullish Alphabet.

by James Gerrish

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MM is neutral NFLX short-term.

by James Gerrish

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MM is now neutral AAPL short-term.

by James Gerrish

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