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MM like REA around here.

by Harry Watt

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We like the deal, CPU looks interesting into a pull back

by Harry Watt

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MM is bullish WHC looking for 25-50% upside.

by James Gerrish

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MM is considering reducing our NAB position.

by James Gerrish

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MM is considering taking our profit in VUK, ideally slightly higher.

by James Gerrish

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

by Harry Watt

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MM is looking for the US yield curve steepening to take a rest.

by Harry Watt

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MM is bearish Bitcoin looking for ~25% downside.

by Harry Watt

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MM is moving towards a more neutral stance towards US equities.

by Harry Watt

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Over the last 12-months the MM Global Macro ETF Portfolio is up +41.6% or 31.83% in AUD terms

by James Gerrish

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