Self-delusion – don’t underestimate its effect on markets
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.
Blain's Morning Porridge
Financial Commentary for Smart People
Blain's Morning Porridge
Financial Commentary for Smart People
Tag stocks
Netflix and the end of the FAANG era..
Netflix just experienced its’ judder moment – and it is shaking markets. Overnight the streamer became a completely different investment proposition, even though we’ve been warning it was inevitable. There are lessons to be learnt across the equity market.
Watching the Sky for Clues
There is general sense “something wicked this way comes” towards current priced for perfection markets, but trying to define the exact N0-see-um likely to trigger a market correction or meltdown is a notoriously pointless game. However, there are plenty of ways to prepare for whatever comes next….
Seven Factors Likely to Roil Markets
Seven factors to understand the market shift that’s roiling markets; bond yields and inflation, distortion, recovery, leverage, tech vs reality, exuberance, and value.