Market Thinking

making sense of the narrative

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Tag: Metaverse

Build Back META

The Pre-Thanksgiving Profit taking is hitting a lot of digital stocks this week, with some of the themes we follow like Digitalisation and Digital Health in particular getting hard hit, while it is also worth noting that the three Tech Read more…


Market Thinking November

In Equity Markets, the near 5% rise in October effectively reversed the equivalent selloff in September as the market mechanics unwound, while bond markets saw the month close with sharply higher volatility and some very aggressive flattening of the yield Read more…


Welcome to the Metaverse

A digital coin that doesn’t change in value (up or down) is the missing component that has so far prevented the online world of internet 3.0 transitioning from an entertainment space to a genuine alternative Economy. However, Central Bank Digital Read more…