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.
To what extent is the EM round trip a China story? Are other EM markets showing the same profile?