Copper stood out on the downside overnight falling -2.8% as investors disembarked the recovery story, a drop MM is looking to fade ideally below the psychological $US400/lb area – at this stage our preferred vehicle to increase our exposure to this industrial metal is OZ Minerals (OZL) who report this morning to make things interesting!
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM remains bullish commodities & reflation into 2022
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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