WM 23 October 2023

Quotes

Lessons & thoughts

E-motional energy

Growth mindset

Money & Happiness

Switzerland in world rankings

Hume's fork

Jesse Livermore

Buffet

Pandemics as result of social moods?

Socionomics' tenets

Other funny facts about social moods: fashion and music

The shirt dress length indicator

Please don't stop the music: music trends and bull and bear markets echoes: from the Beach boyes "surfing USA" to Sex Pistols' "no future" and back "into the groove"

Wars may be similar, eg WWII after depression, Iraq after Internet bubble

Difficulty vs Complexity vs complicated-ness

Facts and perceptions

Classic corrections

Gambler's fallacy

Bubbles symetry

Elliott Wave

Volumes

Other types of waves

    

Macro news

Money: who is gonna save us?

GDP

Inflation

Yield curve

Geopolitics

FX: from euro to zero?

EM mm..

Precious metals

    

Crypto: Bitcoin moving as BTC ETF about the be approved in the US?

Fixed income: time to look at treasuries

    

Real estate

    

Equities

Commodities

Energy: the most predictable and yet the most volatile..

Renewable energy looks cheap now that credit is not so plentiful and yet Exxon is buying Pioneer (US shale oil), what does it say about where the value is?

Graphite at risk of embargo?

Silicon Carbide

Dr Copper

Alternatives

Themes, Sectors & Corporate news

Cyclicals vs defensives

Large vs small

Fedex

AI and R&D spenders

Anti Obesity drug and Food stocks

Global luxury goods market

Eyes in the Cloud

Profits are in short supply, while debt is aplenty

Looking for new leadership already?

US consumer looking sick

Nvidia: US says won't allow sale of critical technologies to China

Video game companies

Regional banks

Stock exchanges are great toll roads on money flows

Shorts

AI content generation

Art market = golden age followed by maturity