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

by James Gerrish

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MM is switching to a neutral stance towards US stocks.

by James Gerrish

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

by James Gerrish

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MM is neutral local bond yields short-term.

by James Gerrish

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MM is migrating to a more neutral stance.

by James Gerrish

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MM is bullish PEN.

by James Gerrish

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MM likes BOE as a small cap play.

by James Gerrish

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MM is bullish PDN from around 40c.

by James Gerrish

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MM is bullish the URA ETF medium / long-term.

by James Gerrish

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MM is bullish uranium as the world migrates away from high greenhouse gas style fossil fuels.

by James Gerrish

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