Episode 9: Investors get selective hearing on rates

15/03/2024 34 min Temporada 1 Episodio 9

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Episode Synopsis

This week’s episode of “Bulls vs Bears” Investors get selective hearing on rates, ignoring hot inflation numbers as tech continued to be buoyantCopper races to 11 month highs, Bitcoin scales new peak and the heat comes out of Uranium

Stock Highlights of the Week:

Arufura (ARU) Rare Earths play.
Liontown Resources (LTR) funding secured
Treasury Wines (TWE) China Tariffs to be removed
Clinuvel (CUV) Share buyback 




MPC Webinar Series: check out our upcoming webinar series on a range of topics

Commodities and FX Review: Overview of the week’s quiet activities in commodities and FX, highlighting lithium’s performance, gold’s record high, and other notable trends in crude oil, coal, uranium, and Bitcoin.

Economic and Political Landscape:


Hot Inflation numbers
China keeps rates steady as expected



Trade of the Week: The GLOAT This week we took a 50.5% profit in Liontown (LTR) in just 7 weeks