MM 8 March 2021
Quotes
Biases: it is not because you are in an art museum that everything you see is art
How wrong can you be? Opinions vs facts
Do not believe everything you because it says it is science
Markets & Macro news
SPX outperforming LT bonds
Nasdaq at peak versus Russell
Bearish view: global market cap lost more than USD 5tn in the last few weeks
Euphoria no more
Some think that bond yields will come back to earth as Chinese credit impulse no longer in command
US domestic equities expected to outperform if USD rebounds
Gold bugs hopeful that worse of rout is behind
Do you need more gold or more oil in an economic recovery scenario?
Do you think gold can outperform Bitcoin?
Financials love rising bond yields
That being said, be careful what you wish for
Themes, Sectors & Corporate news
Tokenisation: Jack Dorsey auctions his first tweet for USD 2m, meanwhile...
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