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  1. Marty McDonald

    It's deja vu all over again.

    Was wondering that myself. 6% quoted seems too high.
  2. Marty McDonald

    It's deja vu all over again.

    Ahh I think I have got it. BHP regardless of reporting country would be trading with China / India et al in US dollars.... As US treasuries are effectively paying negative returns when adjusted for inflation the American money market must be funding company bonds like these as these types of...
  3. Marty McDonald

    It's deja vu all over again.

    Even with hedge costs it does seem impossibly cheap! Are we missing something? Any international money men care to explain.
  4. Marty McDonald

    It's deja vu all over again.

    I just want to know who you both are...Shadow and TF so I can put your banter into context. Apparantly you are Chris Joye shadow and TF you must be 2 ic at westpac or nab? Just mucking around keep up the banter fellas.
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