02/24/2021

Growth assets still favoured by Nikko AM

Recent volatility does seem like a one-off—call it a crowdsourced retail rebellion that managed to squeeze hedge funds in a small collection of heavily shorted stocks that sparked forced deleveraging.

02/23/2021

Upgrades Everywhere by Gary Dugan

The global economy has far more momentum than previously thought. In the past week, economists have been moving their GDP forecasts up by 1-2%.