This week: technical update, futures positioning, short squeezes, investor actions vs investor opinions, some bullish technical charts, social media stocks, earnings risks, buybacks vs capex, EM vs DM
Very important deck (again) this week, Callum, thank you.
Helpful for me to sit away from the headlines and consider a bigger picture, like we did two months back.
Finally joined that “Covid Club” despite all the care and attentive mask adherence. Stay safe.
Thanks Alan, Indeed. Always important to step back from the noise/news and think about how all the puzzle pieces fit together...
Rest up. I had it earlier this year, took me out of action a few days. Best thing is to just cancel your schedule and take it as enforced rest time!
To what extent is the EM round trip a China story? Are other EM markets showing the same profile?
Good question, I will have a look and email you
Very important deck (again) this week, Callum, thank you.
Helpful for me to sit away from the headlines and consider a bigger picture, like we did two months back.
Finally joined that “Covid Club” despite all the care and attentive mask adherence. Stay safe.
Thanks Alan, Indeed. Always important to step back from the noise/news and think about how all the puzzle pieces fit together...
Rest up. I had it earlier this year, took me out of action a few days. Best thing is to just cancel your schedule and take it as enforced rest time!
To what extent is the EM round trip a China story? Are other EM markets showing the same profile?
Good question, I will have a look and email you