MM 12 November 2020

 Quotes

Markets & Macro news

Meanwhile in the US, the political and virus crisis continues

Markets do not care, perhaps they should

Switch to Europe ?

WEF head Schwab talking about “Great Reset” giving ammunition to anti globalist “conspiracy” theories.

Disunited States of America

The anti-elite trade?

Themes, Sectors & Corporate news

Still a long way to go before returning to “normal” (see blow Booking.com’ nights booked trend and rideshare data from Lyft)

Asset managers’ consolidation

Are you entertained? Booming “SPACS” (Blank Cheque Companies in plain English) is staggering and a clear sign of our time (= mania)

Where is the money going? Electric Cars 

5G and semi conductors

US “pot” sector as five states legalise majijuana?