MM 12 January 2020

 Quotes

Loss aversion is responsible for investors myopia

One way to circumvent is to look at "normal ranges of outcomes"

And understand that everything undergoes an evolution curve

Understand your emotions and try to analyse them in an objective framework 

Markets & Macro news

Profit taking likely

This dire prediction may have to be revised and adjusted for liquidity injections

USD bears set for a surprise?

Bonds sell off as inflationary prospects rise

EM relative performance about to break out? USD holds the key to it.

Same for the commodity trade

Themes, Sectors & Corporate news

Gold supply down. So, all about demand?

Truck orders: the ultimate cyclical indicator. As good as it gets?

Graphite & Graphene are making headlines?