WM 24 April 2021
Quotes
“Bull markets do not die of old age”
« It’s too early to know it is too late” Pierre Dac
“In order to finish first, you must first finish”, Rick Mears
“Acorn do not flourish under the shadow of mighty oaks”
Pictures speak louder than words
Markets & Macro news
Money
FX
Two views of the Bitcoin saga: the greatest bubble or buy the dip
Is Bitcoin victim of faster moving cryptos?
UK approved move to 25% corporate tax (from 19%) by 2023. US could follow by lifting its own from 21% to 28%.
China reducing imports and looking to transfer non performing loans to asset management arms… Excess debt being addressed the Chinese way, behind hidden walls.
Volatility
Themes, Sectors & Corporate news
New car demand up 21%, second hand car prices shoot up. Welcome to suburbia
Housing boom continues in the US
Nuggets from Investing for growth
“Beware of charismatic CEOs departure”
“Never invest in a business which requires leverage to produce adequate ROE”
“If you good you do not need leverage. If you’re not good enough, you should not use leverage”
“Investors need to get and stay on the “right” side of change” Cathie Wood
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