MM 5 February 2021

 Quotes

So dream big, but keep an mind and stay humble

Markets & Macro news

It's a bull market

All in

Breadth judging by A/D ratio

You can't lose. In the long term, equities always rise, so they say

If so, why not leverage it and join the ride?

Indeed, governments are ready to give money "for free" and will be putting the problem under the mattress 

Reminding some of the Go Go years

Beware what you wish for...

Gamma Stop?

Even in China

Credit impulse there, turning

Can commodities break out without China?

Haven't we reached the peak restocking phase already?

What could go wrong? Strong USD and no growth

This is what gold is telling you: inflation is coming back, but the USD too!

Danger zone in Gold

SPX not prepared for strong USD

And very geared to reflationary trade

What revolutions are made for

Gold vs Tips

One asset class is seemingly ignoring the noise

Themes, Sectors & Corprate news

Amazon, sales growth + re-rating from the Cloud

Uranium