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Tag: weekly market brief

Mismatch

Oh dear. People are embracing the bubble and, as it happens in every bubble, fantastical narratives are emerging to justify the valuations and the price momentum as folks cannot square reality with […]

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Mind The Gaps

Bears are rapidly losing the will to live, underinvested bulls are desperately waiting for a dip, any dip, to emerge to buy and the most complacent are rewarded with handsome gains. Welcome […]

Decision Time

The first quarter of 2019 was a smash hit for bulls. Capitulating central banks, record buybacks flushing the system with artificial liquidity, constant jawboning by dovish central bankers and permanent promises of […]