Market Thinking

making sense of the narrative

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Tag: vaccines

Risk Management and Magical Thinking

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” Mark Twain A key part of dealing with the narrative driven world that we live in is recognising that Read more…


The dangerous vaccine narrative

Markets start the week with some profit taking from the hot markets in China spilling over into a generally weaker Europe disappointed by lack of co-ordinated action on any form of fiscal stimulus ‘rescue package’. The US meanwhile is navigating Read more…