Macro Dragon: Snapshot & Anthems...
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.
Presidential candidate Joe Biden chose Kamala Harris as his vice president
The choice of vice president is a safe-bet by Bidden but also giving his campaign solid staying power and intellect. Kamala Harris is real person with CV to back it up.
Market Quick Take - August 12, 2020
The S&P 500 benchmark fell for the first time in eight days yesterday while the technology-heavy Nasdaq traded lower for a third day. Another rise in US bond yields ahead of three key bond auctions weighed on all markets with a correction in gold and silver turning decisively ugly. News that stimulus talks have reached a stalemate in Washington also weighed on the markets.