MM 15 March 2021

Quotes

Compete with yourself not with others (the market)

Markets & Macro news

Long bond yields rise, long duration assets' PE fall

Investors are optimistic, small businesses less so

Bitcoin reaches new highs 

Global debt on a path to reach USD 300tn within the next 2 years

Inflation is the way to absorb debt

As real GDP growth has been slowing for a while

Assets against inflation

Themes, Sectors & Corporate news