Today we look at the remarkable divergence between momentum stocks and value, with further notable divergence yesterday on the news touting the success of the Moderna vaccine trial. Also a look at whether the momentum trade will eventually end in tears, Tesla’s inclusion in the S&P 500, platinum, gold, oil and undervalued energy sector and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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