Tag Archives: Gold

Dead Cat or Deep Value?

Since their Lockdown lows, commodities have performed as well as any other asset, though they still remain generally depressed. Can they now continue to rise?

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The Fall Approaches

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It’s not just the leaves that often turn when the year begins, with gathering pace, to slip towards its chilly end. Markets often do, too.

Given this backdrop, the sell-off in the Nasdaq – in the marvelled-at ‘Growth’ stocks, in the FAANGs, and in Tesla – comes at a moment which is particularly intriguing for reasons which go far beyond whatever coup SoftBank may or may not have attempted and whether those irritating Lockdown Livermores have finally gotten their comeuppance.

Hoping for Growth. Searching for Value.

Thanks very much to my old friend, Steve Sedgwick at Squawk Box Europe for the chat this morning. We looked at Growth v Value, the US v ROW, we touched on bonds and borrowing, money supply, inflation, lockdown, commodities & gold – all in under 10 minutes!

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M4 Compendium (updated)

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The Ph(o)enix Rises

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Trade Wars: Blue-on-Blue

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The Turn of the Tide

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Once through with feeling

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