Monday, 24 August 2015

A few macro thoughts today - short and sweet market volatility version

On some days there is so much going on there is little time to commit too much to paper (or the equivalent electronically).

Am I surprised by the current bout of market volatility?  No.  Take a read / listen of my latest Financial Orbit Speaks enhanced podcast here for my latest general views.  Additionally this wonderful graphic from Fast FT is a brilliant summary:


More generally today the most important aspect to keep in mind is:




Stock picking opportunities have clearly materially risen.

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