MM 14 January 2021

 Quotes

Markets & Macro news

ECB Lagarde says she is considering pushing for Bitcoin regulation

Biden confirms USD 2tn stimulus plan

Moderna CEO says Covid 19 will be with us "forever"

Low interest rates will be with us "forever"

Gold / Monetary base

The entire commodity complex is breaking out on the upside

China

Themes, Sectors & Corporate news

Folly still prominent in speculative names. Doordash, Zoom, Peloton are mega short, but still attracting dumbos by the truck load. Like for riots, look no further than social media echo chambers to understand that the buyers of those names live in their parallel universe. 

Private equity bubble