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Macro Investor Volume 1, No 9
Stock coverage included deep analysis of Navitas, Oz Minerals, Monodelphous and Clean Seas Tuna.
Trades looked at three Australian dollar crosses that are already in the money, as well as several plays on the divergence between soft and hard commodities.
Property included capital city price updates, as well as a special examination of the prospects for the Melbourne housing market.
Fixed interest looked at the difference between what NAB is saying about rising interest rates and what it is doing with its own liability portfolio which tells a different tale.
Classroom began the first in a series of articles defining key investment terms.
Our three model portfolios look like this at the end of the week:
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