CIA has recovered in tandem with the volatile iron ore price, we took advantage of the recovery in the bulk commodity through Fortescue Metals (FMG), after CIA’s more than 50% bounce we believe the easy money is now off the table although its should benefit if MM is correct with our view towards the $US. So far 2022 has illustrated perfectly that the crowd is often very wrong with oil and iron ore stocks outperforming the ASX, we can see 2022 being relatively choppy on the sector front where “buy & hold” is likely to prove an average strategy.
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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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MM is neutral to slightly bullish FMG
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Related Q&A
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
Daily Podcast Direct from the Desk
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
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Wednesday 24th April – DOW +263pts, SPI +27pts
Daily Podcast Direct from the Desk
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