Amareos

Ryan Shea

Thematic (Sector/Industry)

<h2>Summary</h2><p><em>Geopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For many investors already worried about overstretched valuations in global risk assets this could have been the perfect trigger for a sell-off. Yet, financial markets have been remarkably resilient. Is this just further evidence of a complacent bubble-mentality amongst global investors or something else? We also consider potential downside hedges in case</em>…</p>

SummaryGeopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For many investors already worried about overstretched valuations in global risk assets this could have been the perfect trigger for a sell-off. Yet, financial markets have been remarkably resilient. Is this just further evidence of a complacent bubble-mentality amongst global investors or something else? We also consider potential downside hedges in case…

The Market Sentimentalist - Cock-A-Doodle-Doo

United States

The Dow Jones Industrial Average is a price-weighted average of 30 blue-chip stocks that are generally the leaders in their industry. It has been a widely followed indicator of the stock market since October 1, 1928.

Dow Jones Industrial Average (INDU INDEX)

The Market Sentimentalist - Cock-A-Doodle-Doo

SummaryGeopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For...

Amareos