We Eat Bears for Breakfast
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Portfolio
Global Stock Market Carnage
On January 31st we gave the following warning about the Risks being real. “We are witnessing an extremely stubborn decade-long bull market and the very powerful force of the herd on the move. The perspectives and assessments of the horizon (“cognitive eyeballing”) are distorted. Investors no longer seem to be able to properly assess the
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Riders on the Storm
There’s a killer on the road, His brain is squirmin’ like a toad, Take a long holiday, Let your children play, If you give this man a ride, sweet family will die, Killer on the road. Riders on the Storm – The Doors
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The Daily Lens
Market Summary: The long and the short of it. Asia The Peoples Bank of China expanded its massive liquidity stimulus on Tuesday with another enormous 400 Billion Yuan in support of Chinese markets. The Federal Reserve in the U.S. also supported the U.S. markets with its overnight “repo”, which saw a another massive $64.45 Billion
The Daily Lens
Market Summary: The long and the short of it. Asia The Chinese markets re-opened in the early hours of Monday morning after the extended holiday period and they did not surprise the consensus opinion. The Chinese markets dove into the red at the open, the Shanghai Composite down -8.00% at the close. Europe Europe like
The Daily Lens
Market Summary: The long and the short of it. The World Health Organization (WHO) declared the Wuhan coronavirus a “public health emergency of international concern.” The markets took this news as good-bad news. The stock markets, which tumbled on Thursday due to the rising death toll in the world’s second-biggest economy, steadied slightly on Thursday
The Daily Lens
Market Summary: The long and the short of it. ASIA Asian markets succumbed to the news that the coronavirus has not gone away overnight. Japanese and Hong Kong shares fell, Nikkei 225 is off -1.79% while the Hang Seng dropped -1.83%. The Shanghai Composite is not trading as the Chinese Lunar New Year holidays have
The Daily Lens
Market Summary: The long and the short of it. The corona-virus once again dominated the markets with both Europe and the Americas nose-diving into the red on opening and following the Asian markets lower. EUROPE The European markets finished sharply lower with shares in the German Dax -2.74% leading the region down, while the French