Month / January 2021
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US retail investors revolt while we stick firmly to the task of identifying short ideas
The uprising of the US retail investorsIt is difficult not read into this latest US retail investors’ revolt promoted by Reddit’s Wallstreetbets forum as some sort of socio-economic backlash from growing disparity…
January 31, 2021 -
Covid variants, new vaccines and little hope for Japan’s summer Olympics
Covid variants becoming a key concern in fighting the virusThis week we have focused mainly on the Covid virus which once again is at the forefront of market concerns. Although we think…
January 24, 2021 -
Covid infections reaching climax but vaccines looking too late to save Japan Olympics or its PM
Covid infections and fatalities look to be reaching climaxAs Covid deaths have reached yet another grim milestone of 2mn worldwide and with fatalities in the US approaching 400K, markets are hoping for…
January 17, 2021 -
Dangers of Trump factor diminishing while Japan/South Korean rift warrants close attention
Storming of Capitol by his supporters looking to be Trump’s last hoorah Having for months been pondering the unpredictability of the outgoing US president, as far back as our late June publication underlined…
January 10, 2021 -
We see more vaccines coming this quarter and Topix to outperform NK225 in 2021
The coming oversupply of Covid vaccines As we noted in our last publication, we think that despite the new Covid variants of more contagious forms being detected globally, not only the vaccines approved…
January 2, 2021