Silver: We talked about this in the AM note today calling it a sell into strength. We have a position in the Global Macro ETF portfolio (ETPMAG) however yesterday’s strength did not follow through today. This remains on MM’s radar as a sell nearer $40.
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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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