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Nothing new here from the chaps at RM but a simple enough take on iron ore to make sense and given the deluge of shite emanating from the buy side probably not to be undervalued!
One thing, Rog, with that attractive introduction you’ve got to dump the reading of the AFR like its offering you some insight. Makes you look behind the news.
A couple of Bloomie monitors would be better.
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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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