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Trades in Soda and Whisky; During the inauguration speech, European markets were already closed, and the US stock and bond
Trades in Soda and Whisky; On 4 December 2024, just a few weeks ago, the Bank of England pointed to
Trade in Soda; Following my recent note it has become clear that the long-end of the bond market is in
Trades in Whisky and Soda; On Monday, 20th January, Donald Trump will be sworn in as the 47th President. They
I made some comments in yesterday’s ByteFolio, where we cover Bitcoin and crypto. For those unaware, the first part
Trade in Soda; Before we get to bonds, I highlight the global stockmarket, which has been riding high this year
