NOTHING TO WORRY ABOUT… CARRY ON?

Published on: January 13th, 2020

Even in the teeth of surgical assassinations and rocket attacks, the equity markets barely reacted, telling us that the need or desire to chase equity momentum is still in place (for now). I update existing trade recommendations and scour various asset classes for opportunity.

Comments

  • JK
    James K.
    15 January 2020 @ 03:07
    Love that asset class quilt, was there a ranking available ? Think the shinny Gold metal may have won.... Thx
    • HM
      Harry M. | Real Vision
      29 January 2020 @ 16:00
      I think there is a ranking, but I would have to look around to find it. Bear with.
  • FK
    Firoze K.
    15 January 2020 @ 14:02
    Thanks for a great piece however I don’t believe you’ve captured the reality of Soleimani. I know people on the ground that don’t corroborate what our media portrays. It would seem that he was very popular with Iranians and not just with the hardliners. This was largely due to him not being affiliated to either the left or right in politics.
    • HM
      Harry M. | Real Vision
      29 January 2020 @ 15:59
      For what little my opinion is worth, I have read the same about Soleimani's popularity.
  • CS
    Cameron S.
    15 January 2020 @ 23:42
    Platinum is breaking out again, any thoughts on entering those trades again?
    • HM
      Harry M. | Real Vision
      29 January 2020 @ 15:58
      So re Platinum, its broke above its long term down trend line. It is now running into resistance around the 1040 level at a time when the broad Bloomberg commodity index is threatening to break support. So if you were long I would suggest setting a stop below the market, probably at the downward sloping long term trend line. If you were flat here, I would suggest watching and waiting till it breaks the 1040 level (approx - take a look at the chart). And apologies for being so late to address this comment.
  • BR
    Boyd R.
    19 January 2020 @ 08:27
    Australian media is communicating RBA could cut rates at next meeting due to bushfires and damage to the economy, so ? On long AUD=
  • AM
    Artur M.
    14 January 2020 @ 21:11
    Thanks for update
  • KA
    Kelly A.
    13 January 2020 @ 23:08
    Great stuff. Thanks, Julian.