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Polemic Paine Profile picture
Polemic Paine
@PolemicTMM
Team Macro Man, City veteran, investor, trader and lover of wild places. Fascinated by behavioural biases.
Jul 26, 2020 • 6 tweets • 1 min read
Gold is entering its mania phase. It could go completely 'bitcoin' and judging by recent twitter activity the 'next big thing' tourists are back in the room having become bored of crypto. The case for gold has been in place since March. New highs whip up media and fomo.... ... and what has been obvious is now touted as original new thought. Living dead 'New asset class' articles are emerging like zombies as verticle charts pull every finjourno, retail 'influencer' or home punter in like flies to a turd. ....
Jan 10, 2020 • 7 tweets • 1 min read
Markets look great but this bull is trimming his horns and planning 10 days of bearphosis. A few reasons.

Mismatches. US eqs are looking great but other DM and EM are not so rosey. Focusing on the headliner we miss others running out of puff.

1/6 .. dot com mania has kicked off in tiny ecoenergy stocks. Nuts levels. Chatter is v reminicent of 'new paradigm' 1999. Many make crypto look bluechip.

2/6