MM 2 March 2021

Due to the lack of readership, this blog will be temporarily cut to a weekly version. We are sorry for the inconvenience this may cause. 

Quotes

Markets & Macro news

Everything is correlated now

And if this was as good as it gets?

Cyclicals yes, Value not so much

PE sensitive to real rates

Money flows

China

Institutional adoption vs contrarian crowd behaviour

Silver as the ultimate reflation play?

Themes, Sectors & Corporate news