Today we look at the ongoing US divergence with the rest of the world, with further strength in the megacaps helped perhaps by a weaker USD as EURUSD is now perched at the top of the range. Tesla saw a massive acceleration yesterday, clearly driven by other factors than the large companies that show high earnings predictability. Also today a look at the USD and the possible FOMO rally for gold
Listen to today’s podcast and have a look at today’s slide deck.
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