MM 30 November 2020
Quotes
This is how Ben Franklin structured his day
Value investing focuses on fundamentals vs Trend following (focuses on price)
Both focus on investing in what you see not on the forecast. Both are essentially grounded on objective reality rather than hope/forecast-based models. Also, both focuses on the view that prices are not random and reflect that reality over time.
Markets & Macro news
Can you explain to me why Europe is in lock down whilst 49000 Australians can gather to watch a rugby match?
Rotation demands a return to inflation
Oil is key in this context
And emerging markets are both a play on higher commodity prices as they are a direct play on a weaker USD. A decade on and the chart looks ripe for a move
Asset classes performances last month vs since March lows, just as gold testing 200d MAVs
Want real estate? How does your price compare with the most expensive cities in the world based on price per sqm
Themes, Sectors & Corporate news
Mosaic (potash/fertilizer no 2 company) is bullish on demand
Online price vs brick and mortar price
Merger monday
Part of a wider consolidation theme
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