MM 29 January 2021

 Quotes


Keep an open mind and look for different perspective

Six blind men describe an elephant. All of them in the wrong. In a complex system, there is always more than one side to the story


Markets & Macro news

Vol is making a come back




The market square & the
mob


 



Barbarians at the gate

Some say, don't worry

GameStop-like short squeeze happened before and will happen again... remember Volkswagen during the GFC

Note however that algos are sometime blind when it come to buying tickers, here is an Australian miner. Remind me of stocks that doubled during the internet bubble just by adding .com to their corporate name...Too much liquidity does that to markets











Chinese GDP data revised






Confidence vs SPX. GameStop = GameOver?



Silver/Gold ratio up as Gold goes down




Themes, Sectors & Corporate news

Biden reviewing contracts with Saudi Arabia and questioning concentration of US Defence contractors


Space tourism






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