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MM is bullish SFR ~$7, however it is nearing the top of its trading range

by Harry Watt

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MM remains cautiously bullish MP1, although we’re unlikely to own it

by Harry Watt

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MM likes ILU for around $7.30

by Harry Watt

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MM is long and bullish towards BHP medium-term

by Harry Watt

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MM is long and bullish towards SFR medium-term

by Harry Watt

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MM is cautiously bullish towards FMG short term

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MM is neutral towards Chinese property

by Harry Watt

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MM has no view on Evergrande at zero

by Harry Watt

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MM remains bullish towards copper medium-term

by Harry Watt

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MM remains neutral toward US equities short-term

by Harry Watt

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