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MM is considering reducing our 9% position to 5-6% closer to $60. .

by Harry Watt

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MM remains long & bullish copper short & long-term.

by Harry Watt

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MM remains bullish stocks / risk assets through 2021 albeit in an ever increasingly volatile manner.

by Harry Watt

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MM believes bond yields will consolidate between 1.5% & 2% for at least a few weeks.

by Harry Watt

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MM remains bullish the ASX200 through 2021 albeit in an ever increasingly volatile manner.

by Harry Watt

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MM remains bullish DBI for income

by James Gerrish

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MM is cautious / bearish Sydney Airports (SYD)

by James Gerrish

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MM are bullish WZR – a key holding in the Emerging Companies Portfolio

by James Gerrish

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MM are bullish LYC here

by James Gerrish

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MM is growing more cautious BNPL

by James Gerrish

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