Coal I'm neutral, but exited all trades for now. - Long term bullish
I/O I'm exceptionally bearish medium term, but picking the turning point is harder than crude that i think is heading back to 24-26.
BHP have issues beyond IO and I expect them to underperform. RIO are better placed but more exposed to the IO price. Take your pick.
STO short - Yes for mine. MQG you seem to have married up vs XJO that I think should tank big here. QAN short - Good hedge in case oil doesn't fall. Nice book! I know you're worried about long weekend but good time to get set. Mental stop out next week if wrong. Confident here.
(20min delay)
