1.China: gold price vs bond yields
China/EM have been in the driver's seat of the gold price
(both in terms of the geopolitics and reserves diversification aspect, but also on the macro/markets side of things) $Gold - main 2502(GCmain)$
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2.Where-to next for the black line?
Is it already as low as it goes, or can Trump & team take it even lower?
Key questions as falling effective tax rates have had a huge impact on earnings over the past few decades...
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3.How the stock market cycle works...
Theory vs Practice
đ đľâđŤ
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4.No Fun for Active Funds
Over a 3 decade period:
59% of funds did *not* survive
31% survived but lagged the index
10% survived and beat the index
Whether or not it's fun, it ain't easy. $.SPX(.SPX)$ $.DJI(.DJI)$ $.IXIC(.IXIC)$
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