MM 4 January 2021

 Welcome back and happy new year to my reader(s)! 

Quotes

New year’s resolutions: thing big, act small.

Another illustration of the power of compounding

Markets & Macro news

And if this was as good as it gets?

No more bears

Positive earnings revisions helped by weak comps

Something 2020 has anticipated already

Economic data shows that the crisis could get worse before it gets better

Got gold?

Silver (“gold on steroid”) will do too

Themes, Sectors & Corporate news

Main themes: climate change fight + economic reflation