Tuesday Jul 14, 2020

Current Global Macro Investment framework

  1. The Credibility Of the US Dollar.
  2. ZOMBIE COMPANIES has rocketed to new all-time highs.
  3. Gold/Silver miners
  4. Predicting absolute performance vs. relative performance
  5. USD, Commodities, EM theme, we’re looking to broaden our bets on global reflation. 

I don´t see stock market narratives being wrong? Why?

Comment (0)

No comments yet. Be the first to say something!

Copyright 2020 All rights reserved.

Podcast Powered By Podbean

Version: 20241125