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MM likes NAB into weakness but has no interest in IAG

by Harry Watt

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MM like ANZ and QBE into relatively small pullbacks

by Harry Watt

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MM is open to insurance stocks as an alternative to financial exposure.

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MM is bullish on the $US short term

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MM remains mildly bullish on US equities through February/March

by Harry Watt

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MM is long and cautiously bullish IGO around $13

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MM might reconsider PLS into further weakness

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MM likes MIN ~$75

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MM is bullish ALU, however, may trim our position if it trades up around ~$41

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MM remains neutral on the ASX200 around 7350

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