Skip to Content

Archives: Actions

MM Is considering buying Brunswick ~$U90.

by James Gerrish

  • Posted in
  • Comments Off on MM Is considering buying Brunswick ~$U90.

MM is still looking for a pullback in bond yields short-term.

by James Gerrish

  • Posted in
  • Comments Off on MM is still looking for a pullback in bond yields short-term.

Short-term the US small caps look set to correct ~10%.

by James Gerrish

  • Posted in
  • Comments Off on Short-term the US small caps look set to correct ~10%.

MM is switching to a neutral stance towards US stocks.

by James Gerrish

  • Posted in
  • Comments Off on MM is switching to a neutral stance towards US stocks.

MM continues to believe its time to migrate down the risk curve, not up at this stage

by James Gerrish

  • Posted in
  • Comments Off on MM continues to believe its time to migrate down the risk curve, not up at this stage

MM is neutral local bond yields short-term.

by James Gerrish

  • Posted in
  • Comments Off on MM is neutral local bond yields short-term.

MM is migrating to a more neutral stance.

by James Gerrish

  • Posted in
  • Comments Off on MM is migrating to a more neutral stance.

MM is bullish PEN.

by James Gerrish

  • Posted in
  • Comments Off on MM is bullish PEN.

MM likes BOE as a small cap play.

by James Gerrish

  • Posted in
  • Comments Off on MM likes BOE as a small cap play.

MM is bullish PDN from around 40c.

by James Gerrish

  • Posted in
  • Comments Off on MM is bullish PDN from around 40c.
Back to top