Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Is there an international hitlist visible on the MM site? In the Macro Monday email, you mentioned "the US-Europe elastic band can only stretch so far".... when it starts to reverse what European shares are you looking at? I don't believe there are any European shares in the Int portfolio at the moment which has been a great call so far
Hi Peter,
There is no specific MM International Companies Hitlist on the site but you can simply add stocks you like from Wednesdays Portfolio Positioning Report to your personal Hitlist. The Europe-US elastic band is very similar to the ASX-US elastic band, when we see reversion back towards our shores we will let subscribers know, it’s likely to be driven by China and/or a stronger $A.
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