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MM is bullish XRO despite recent weakness.

by Harry Watt

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MM have no interest in MYR.

by Harry Watt

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Rising bond yields are a hindrance for traditional defensive’s

by James Gerrish

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MM is neutral Healthcare, becoming more positive into weakness

by James Gerrish

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MM are looking to reduce Tech exposure into strength

by James Gerrish

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MM are short term bullish precious metals

by James Gerrish

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MM is long the QQQ still with a sell target ~$US340.

by Harry Watt

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MM is looking for some short-term mean reversion back towards growth.

by Harry Watt

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MM believes this is a dip to buy in TTD

by Harry Watt

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MM remains bullish US / global bond yields medium-term.

by Harry Watt

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