The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Summary: Macro Dragon touches on the overnight session yesterday, that was solid big uplift in US equities - as well as some of the other milestones that we are driving by, that indicate we could be getting closer & closer to a bottom. There seems to be pockets of value opening up across asset classes.
2020-Mar-18
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Good luck to everyone out there, be nimble & position accordingly. Stay health & safe
Keep your mind open to opportunities
Namaste,
KVP