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MM believes that the RBA and government will over stimulate the Australian economy in the years ahead sending inflation above 3% , a move that bond yields will undoubtedly follow.

by james Carter

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MM remains bullish the ASX200.

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MM is considering closing our IEM position at current levels.

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MM is looking to sell 5% above $US290 and 5% above $US300.

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MM is considering trimming TTD ~10% higher.

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MM is considering selling MSFT above $US220.

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MM is considering selling GOOGL above $US1800.

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MM is bullish CWN with an initial +20% upside target.

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MM remains bearish the $US short-term.

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MM likes COH looking for ~15% upside.

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