2024 was an “interesting” year – big questions about inflation, growth and geopolitics were all asked, but answers remain difficult. The politics of populism now dominates the agenda. Issues like climate change and ESG have been pushed aside. The lessons don’t change – trade what the market thinks, but invest in facts and likely outcomes.
Boris in his bunker is a great example of delusion. Eventually those who do not know themselves get sniffed out. Its happening in markets - speculation is dead. Common sense is back.
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