WM 5 June

Quotes

Lessons & Thoughts

Druckenmiller

Success

Active listening

Stan Weinstein

Livermore

Price & Volume

Here comes the sun

Cave men

Macro news

Money

GDP

Job openings

LT demographic

CPI

Yield curve & asset allocations

    

UHNWI 

How much does it take to be in the 1%?

69-83m millionaires (inc properties and gross), 19.5m millionaires (net of debt), 579K >USD30m and 2629 billionaires

FX

Precious metals

Crypto

Fixed income

Who's gonna buy US treasuries?

Real estate

Equities

Trend

2000 vs 2023: 2000 is a bear market, 2023 is a bull market

See below

Chart 1: Rebased 1 top of Nasdaq March 2000 and Early 2022

    

Commodities

YTD

Brent

Hip hip URA!

Copper

Alternatives

Hedge Fund Index

Themes, Sectors & Corporate news

Nvidia vs Cisco

AI

Apple

Semis

LVMH

Heavy truck

Battery

ChatGPT

IPOs

Gym