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 = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime.
ECB’s Lagarde speaking Mon Nov 16 @ 2100, 18 @ 0000, 19 @ 2300, 20 @ 1615 SGT
BoE’s Bailey Tue 17 @ 2200
RBA Tue Minutes @ 0830
-
Start-to-End = Gratitude + Integrity + Vision + Tenacity | Process > Outcome | Sizing > Idea.
This is the way
KVP