Life Sciences are hard; The return of the Sentient Mandarin; Political thematics might not work; Expert predictions and their errors; Opportunities everywhere disguised; Economics and much more.
Tag: Jerome Powell
The FSA Spy market buzz – 23 August 2024
Covered Calls in the S&P 500, Dr. Doom wants to invest, How many fund launches? Vanguard’s unstoppable machine, Jerome Powell speaks, Fund flows in Singapore, Germany’s mistake, advertising and much more.
Were markets too complacent about a soft landing scenario?
Investors became concerned that the US Federal Reserve made a policy error.
The FSA Spy market buzz – 2 August 2024
Sustainable short duration, Gold vs bonds over 50 years, BNP Paribas AM and Axa IM, Schroders’ strong performance, Educational cost pain, Scary smart books, Bouncy markets, the death of ESG and much more.