MM 18 December 2020

 Quotes

Markets & Macro news

AAII bullish, but not so much

Equities risk premium

Euro up, Dollar down

Housing boom in Germany linked to low rates

NFIB says price pressures starting to build

Is the economy rolling over?

Bitcoin broke out major resistance level and reaches new highs. Expect 15% CAGR per month from here til it reaches USD 100k according to stock to flow model

Themes, Sectors & Corporate news

Vanguard SPX tracker fund reaches USD 1tn!

Fedex reports booming ecommerce business

Rising food prices could be the catalyst for pain in 2021

the last time food prices spiked, it triggered a series of chain events including the so called Arab Spring

That's all for this year folks! See you in 2021.