MM 5 November 2020
Quotes
Ed Seykota is the pope of trend following. His rules not only made him one of the richest man in the world, but have stood the test of time.
Markets & Macro news
Themes, Sectors & Corporate news
Lower 10y bond yields drive long duration defensive stocks (especially those names perceived as being loser of a “socialist” / tighter regulatory and fiscal agenda, such as big tech and healthcare.
Ueber gets a lift from California
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