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Let's dive into some bull vs bear dynamics in the markets, what are the key themes, opportunities & risks
This isn't an exhaustive list, i'd love to hear your thoughts on what is missing
As always, please always DYOR before trading
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This isn't an exhaustive list, i'd love to hear your thoughts on what is missing
As always, please always DYOR before trading
1/N
'Fed Put' is the overriding narrative for equities, although the actual Fed Put is with Treasuries, and Corp Bonds - as they are actually directly buying both of these
However, there are ways for newly printed money to enter the real economy and end up in stock markets...
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However, there are ways for newly printed money to enter the real economy and end up in stock markets...
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...whether by stimulus "big checks" (and Robinhood etc) or the PPT, or other mechanisms, there is clearly a bid on certain risk assets, most notably the 'secular grower' tech stocks (MSFT, APPL etc)
The put:call ratio is way under 0.5 for S&P which is just like March 2020
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The put:call ratio is way under 0.5 for S&P which is just like March 2020
2/N
Perhaps....? No - it couldn't be....! I must be wrong - as everybody knows, that #Gold has broken out and is en route new All-time-highs - despite the fact, that we will see deflationary bust and Silver is not been supporting😜 Take care! 
Headline in Danish Newspaper. Gold Fever - How to score big! 😉😄#Euphoria
