Weekly Market Commentaries

18/12/2020 2021 Outlook Executive Summary

11/12/2020 The Next 20 Years

04/12/2020 What Would Tolstoy Say

27/11/2020 VALUE IS WHAT YOU GET

20/11/2020 TWO CHARTS SAYING TWO DIFFERENT THINGS

13/11/2020 THE VACCINE PRIZE

06/11/2020 STRONG MARKET REACTION TO THE US ELECTION

30/10/2020 THOUGHTS ON THIS WEEK’S TRICKY MARKETS

23/10/2020 THOUGHTS ON POST-ELECTION POLICY

16/10/2020 IS WINTER COMING?

09/10/2020 354 VERSUS 1

02/10/2020 NO HOAX

25/09/2020 REAL DILEMMA

18/09/2020 CHOP SHOP

11/09/2020 CHOOSE YOUR POISON: DEFAULT RISK OR DURATION RISK

04/09/2020 WHERE ARE WE ON RISK VERSUS REWARD

28/08/2020 A NEW INFLATION REGIME

21/08/2020 2 TRILLION

14/08/2020 JOE BIDEN IS NOT 77 IN THE WAY THAT MICK JAGGER IS 77

07/08/2020 EARNINGS THROUGH THE LOOKING GLASS

31/07/2020 “THE EMPERORS OF THE ONLINE ECONOMY”

24/07/2020 GOLD – OUT-OF-THE-CLOSET?

17/07/2020 MMT OR TNT?

10/07/2020 TIKTOK OR TICK TOCK?

03/07/2020 THE ONE CHART THAT MATTERS

26/06/2020 IS THE US REALLY RUNNING OUT OF ICU CAPACITY?

19/06/2020 ARE WE PARTIALLY PROTECTED?

12/06/2020 NOT ONE SINGLE THING HAPPENED – BUT CONDITIONS WERE IN PLACE FOR A DROP

05/06/2020 IMAGINE

29/05/2020 THREE POSITIVE FACTOIDS, OR ARE THEY ACTUALLY FACTS?

22/05/2020 DEGLOBALISATION?

15/05/2020 WHY DO US COMPANIES MAKE SO MUCH MONEY?

07/05/2020 MOURNING IN AMERICA OR MORNING IN AMERICA?

01/05/2020 “QUITE GOOD NEWS”

24/04/2020 FIRST THE HAMMER, NOW THE DANCE (INSPIRED BY TOMAS PUEYO)

17/04/2020 OPENING UP AMERICA

10/04/2020 WHY ARE WE NOT MORE BULLISH?

03/04/2020 WHAT CAN WE LEARN FROM WAR?

27/03/2020 WHEN CAN I GO BACK TO SCHOOL?

20/03/2020 SUPPRESSION: FOR HOW LONG?

13/03/2020 ARE WE CLOSE TO CAPITULATION?

06/03/2020 CONTAIN-DELAY-MITIGATE (AND BIDEN GETS A CHEQUE BOOK)

28/02/2020 THE CHANGING NARRATIVE

21/02/2020 YIN AND YANG

14/02/2020 TWO THINGS TO WATCH

07/02/2020 TECH EARNINGS SEASON AND “OLD” DATA TO THE RESCUE

31/01/2020 FOUR MORE WEEKS OF WORRY?

24/01/2020 WHAT SHOULD BE MADE OF THE NEW CORONAVIRUS?

17/01/2020 BANKING ON THE JANUARY EFFECT

10/01/2020 STILL IN EQUITIES

Prior 2019 Weekly Market Commentaries

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