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  • Comments Off on MM are buying MQG in the Active Growth Portfolio, allocating 4% around $227

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  • Comments Off on MM are selling GPT in the Active Growth Portfolio, around break even ~$4.64

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  • Comments Off on MM prefers JHX over AGL

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  • Comments Off on MM prefers SUL over GPT

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  • Comments Off on MM prefers MQG over MGR into 2025

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  • Comments Off on MM is bullish towards Nvidia

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  • Comments Off on MM is bullish towards US stocks

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  • Comments Off on MM is bullish toward the ASX200

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  • Comments Off on MM is now neutral/mildly bearish towards US 10s (yields higher)

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  • Comments Off on MM is now neutral towards the $US short-term
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