What goes up must come down
Seasoned equities investors are always prepared for the rollercoaster ride that markets can deliver, but the post-U.S.-Presidential-election period has delivered a particularly dizzying ride, especially for those riding the ‘Trump Bump’. Is it over? Investors, caught up in a wave of liquidity-fuelled Trump/bitcoin/deregulatory excitement, drove some jaw-dropping gains in theme-related stocks. From November 5 last… Continue reading →