Investment briefing
The stock market euphoria, which accompanied the reflation of major global economies in the wake of the pandemic, is abating.
Investment briefing
War - What is it good for?
“Supreme excellence consists of breaking the enemy's resistance without fighting.” Sun Tzu, The Art of War
Investment briefing
Bear markets start for various reasons, but the root cause is constant. Too much debt, too much euphoria and always, the lure of a new paradigm.