Blind Squirrel Macro

Blind Squirrel Macro

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Good, Good enough or God, enough!
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Good, Good enough or God, enough!

The Blind Squirrel's Monday Morning Notes, 21st October 2024.

Oct 20, 2024
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Blind Squirrel Macro
Blind Squirrel Macro
Good, Good enough or God, enough!
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  • Sorry, but we need to return to the central prop of the current equity bull market, the Generative AI revolution.

  • It is becoming clearer who ‘the losers’ might be. Begins with ‘s’, ends with ‘s’ and …

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