Posts

Showing posts from April, 2022

April Week 4: 75 Basis Points & Chill

Image
Public Service: Books When Two Become One Macro/Market: 75 basis points & Chill April Week 4: Smug & Chill Updates: #BNZL Transactions:  Sell #CLIG, Reduce #TPFG And Finally: Man Utd

April Week 2 & 3: Page 6

Image
Markets/Macro :  Page 6, Seriously April Week 2 : All quiet, but busy Updates : #SDG #TPFG #CMCX April Week 3: Back down to Earth Updates : #CLX #SUP #MONY #TSCO #FCAP #AAZ Transactions :  Buy #BDEV #DLG  Sell #SHED #NRR #IGP And Finally: Scared of Man Utd

March Week 5: April Fools

Image
Public Service: The Tyranny of Merit Markets/Macro :  Not my fault! March Week 5 : Meh! Transactions :  Add #MONY #SDG  Sell #AIR #MRK Updates : #IGP #SDI #BMY #SHED #BVXP #BAG #TATE And finally: 10 years later