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This week’s edition of Macro Investor continues our series of specials looking at stocks and strategies that will help you prosper beyond the mining boom. This week we included stock profiles on building materials firms GUD and GWA, as well as retailers MYR and TGA.
Whilst we remain skeptical that the RBA can engineer a bounce in building and consumption, we nonetheless think that markets are less cautious on the prospect…
To read the rest of these articles, take up your free 21-day trial at Macro Investor.
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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