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MM is neutral iron ore at current levels.

by James Gerrish

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MM is long the COPX ETF targeting fresh 2021 highs in the coming weeks.

by James Gerrish

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MM remains bullish and long copper at least short-term.

by James Gerrish

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MM continues to anticipate reflation through 2021 /22.

by James Gerrish

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MM remains bullish and long the AUDS ETF targeting ~10% further upside.

by James Gerrish

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MM remains bearish the $US medium-term.

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MM is bullish the TBF we are holding in our Global Macro ETF Portfolio targeting ~$US20 medium term.

by James Gerrish

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MM is bullish bond yields through 2021 but believe 2% will cap Australian 10-year yields short-term.

by James Gerrish

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MM is bullish TSLSA for a ~15% bounce.

by James Gerrish

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MM likes tech short-term but continues to believe it will underperform in 2021.

by James Gerrish

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