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NVDA US is our preferred way to play AI

by Harry Watt

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MM plans to use weakness in Copper to increase exposure

by Harry Watt

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MM is medium term bullish gold

by Harry Watt

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We believe US 2-year yields at 3.9% are now unattractive

by Harry Watt

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MM remains neutral US stocks as they transition from inflation concerns to recession fears

by Harry Watt

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MM remains bullish TTD, however we may trim our 6% weighting above ~US$70

by Harry Watt

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We are looking to accumulate South32 into any weakness under $4

by Harry Watt

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MM remains bullish Lithium, viewing the AKE deal as a good one for shareholders

by Harry Watt

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MM remains neutral the ASX 200 as it oscillates within an obvious trading range

by Harry Watt

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MM is neutral SBM

by Harry Watt

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