Another week, another rally in commodities. Iron ore in China hit 487 Yuan in China on the 21st of April, which translates to around $75 US/t, nearly 50% up over three months. Not all the iron ore miners have benefitted from the rally, with The West Australian reporting this week that Atlas Iron had missed out on much of the upside as a result of its hedging strategy. The ASX200 is up just a touch over 2% at the time of writing, with resources driving most of this (up 7%). Defensive sectors dragged on the index this week, with consumer discretionary, REITs and utilities all underperforming. This weekend’s wires are a mix of strategies and stocks, with a couple of longer reads to keep you busy over the break. Wires come from Forager Funds, Morphic Asset Management, and Lion Selection Group.