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With interest rates almost certain to begin cutting in the USA by September, what is your position on REIT and index funds that offer broad exposure to this such as VAP.

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Hi Guy s

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This one is more a correction for the record than a direct question.

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Hi James,

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To what extent can ALUMINIUM be used as an alternative to COPPER
in EVs and communications wiring etc.
I believe that SILVER is an even better conductor than COPPER
but its cost is prohibitive.

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Dear MM, A very bearish view on China presented in the AFR (see link). There has probably been money rotating out of resources into the banks for some time – alas I have continued to be resource heavy in my portfolio.

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Greetings gentlemen,

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Hi Team,

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Hi Guys. Saw the upcoming result calendar and forecast EPS, but where can I access forecast dividend per share. John

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Hi MM,

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