Market Talk – May 1, 2024
ASIA: The major Asian stock markets had a negative day today: NIKKEI 225 decreased 131.61 points or -0.34% to 38,274.05 Shanghai closed Hang Seng closed ASX 200 decreased [...]
Connecting the Dots
COMMENT: I read your piece on “The “Trump Revolution” is not about Trump Himself” and I understood this is a global trend. I think one has to be biased and blind not to see the trend is emerging globally. I showed it to a friend and he said you were wrong its all about Trump. I can see he was totally ignorant of anything outside the country and did not even comprehend Brexit. Connecting the dots takes an open mind. Thank you for bringing the world together into focus.
REPLY: That is the difference between a REAL international hedge fund manager and your local fund manager. The former must watch the entire world and connect the dots, whereas the latter gets killed from time to time when the events are external and thus unfold to his surprise. Connect the dots and everything becomes clear and you can see the trend coming before it hits.
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