Category Tesla

Low rates? Don’t worry.. What could possibly go wrong…?

Central Banks are playing the “lower for longer” interest rate card to reassure markets on growth. There are always consequences of such actions – ranging from bubbles, delusion and fraud. Eventually consequences trigger change, and reassessment – which is driving the rotation from Hope as a Strategy Tech into Fundamental stocks – Autos are a good example.

What Correlation?

Blain’s Morning Porridge – 11 Feb 2021: What Correlation? “The value of assets may go down…” This morning: Botcoin, Tesla and Sentiment trading  There was a great chart doing the rounds on Linked-in yesterday – showing how Bitcoin and Tesla…

To the Barricades

Blain’s Morning Porridge 28th Jan 2021: To the Barricades Is this the Market Spring? There is a serious mass delusion underway. It can only end badly… “This thing’s really outrageous, I tell you on the level It’s really so contagious…