S&P 500

Sentiment Snapshot: A Fundamental Transition Point

In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing among investors.  From a peak in the "bull market in pessimism" to a reflation reassessment, there's signs of change afoot here, and I have a feeling more and more people are going to start talking about this soon.

Q4 hedge fund letters, conference, scoops etc

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