MM is long the DBA ETF in our Global Macro Portfolio, an ETF which tracks 11 of the most prominent agricultural commodities which by definition has strong correlation to underlying food prices. Hence the macro backdrop towards food stuffs and by definition inflation is bullish into 2022, this dovetails nicely with our core reflation view moving into 2022 and beyond.
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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 and long the DBA ETF
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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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
Recorded Monday 25th March
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