WMM 13 December 2024

Quotes

Time is the measure of change. If nothing changes, there is no time.

What really matters is trying to understand the right questions to ask.

I'd rather be optimistic and wrong than pessimistic and right.

Lessons & thoughts

Front cover jinx

Macro News

Money

GDP

CPI

    

Asset allocation

FX

Precious metals

Crypto

Fixed income

    

Real estate

    

Equities

Commodities

Alternatives

Themes, Sectors & Corporate News 

Energy evolution, energy evolution, infrastructure, innovative healthcare, climate solutions, security and safety