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MM initiated a ½ position buying the VXX last week in the Macro ETF Portfolio

by James Gerrish

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MM is very cautious Bitcoin at current levels.

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MM is neutral iron ore ~$US172

by James Gerrish

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MM is bullish Silver

by James Gerrish

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MM is now neutral / bearish Crude Oil

by James Gerrish

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MM remains mildly bullish the Australian Dollar.

by James Gerrish

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MM remains bearish the $US medium-term

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Our “best guess” is the US 10-year bonds are set to consolidate between 1.4% and 1.9% through to the end of Australia’s financial year

by James Gerrish

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MM has now become more neutral the NASDAQ around all time highs

by James Gerrish

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MM is marginally bullish the small cap Russell 2000 Index targeting the 2400 area.

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