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Dear James and Team

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Hi James

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Hi MM,

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Hi just tying to work out how bonds are priced ?

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Hey MM team

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I-track advance was FDA approved May 2023, sales of device grown significantly and product is apparently receiving strong acceptance from the US ophthalmologists. It seems to be grossly undervalued at A$50Mil market Cap, any thoughts and you view of their potential Market Cap?

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Are there any ETFs for funds that may need to be liquidated over shorter timeframes, E.g. <2 years, <5 years?

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Hi MM,

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Do you like Goodman (GMG) for exposure to data centres or should I bite the bullet and consider Nextdc (NXT) even with their losses

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Dear MM,
A question for the end of week.
MM is leaning to the USD declining, and hence the big question is what will the exchange rate with the AUD against the USD do, particularly if there is another boom on resources stocks – just how strong could the AUD become (ten years ago it was at parity)? My nagging thought is should I lighten down on US shares and bring more funds home?
Thanks James

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