WM 19 February 2022

 Quotes

Lessons & Thoughts of the week

Complicated vs Complex

Your experience of the market depends on your generation

The new "normal"

Firewalls

Trend following (here downtrend)

Trading success

Hurdle rates

Selling

Want to reduce you Co2 footprint?

Macro news

Buy at the sound of cannon?

Money

Expecting rate hike

Despite GDP slowing down

Inflation

Precious Metals

No more gold?

Strong technical bounce

The hydrogen economy depends on it

Crypto

FX

EMs bouncing back

I have got Brazil on my mind

Fixed income

Real estate

Equities

Who is on the other side of the trade?

Corrective behaviour

Sweet spot or bubble top?

Testing times

Sentiment not good

Falling liquidity = falling depth

Full Moon

ML says bull trap in play

IPO withdrawns

Russell is an expensive index

What happened after the flu?

    

Nasdaq down, rest of the world in

Volatility

Commodities

Carbon

Who is most exposed to Russian gas?

Copper

Lithium

Chile: the new Saudi Arabia? If so, what happens if the new PM nationalises the country's mining industry?

Rare earths

Coffee

Themes, Sectors & Corporate news

Megatrends

Software eating the world?

What languages are dying

Decarbonisation

EV projections

But what if lithium price continues to surge?

Banks

Apple

US defence

Who rules the internet?

Supercomputer

Streaming platforms in the US