WM 5 May 2024

Quotes

Lessons & Thoughts

If everything divided by nothing (zero) is infinite and everything multiplied by nothing (zero) is zero, what is zero divided by zero?

Minsky

    

    

Macro news

Money

GDP

CPI

Asset allocation & Yield curve

    

Wealth

Economics

FX

USD

CHF

Yuan

JPY

EUR

   

Precious metals

    

Crypto

Fixed income

    

Real estate

Equities

Insiders are selling

Short sellers are not

Election year

Seasonality

    

VIX

Commodities

   

Copper

Alternatives

Themes, Sectors & Corporate news

Thematic investing

China & Hang Seng

EM

Demographics & healthcare

Nvidia's USD 1tn opportunity

Plastic not fantastic

Apparel

Airlines revenues

Domino's

Accountants

Utilities

TICS & Themes

Global autos

Other 

Superbowl jinx

Sika