Confidential Daily Comment
This Time Was Meant to be Different.
Those ignorant of history have condemned us to repeat it. That's why it pays to look for opportunities guided by history.
2 min read
It seems like the everything bubble has burst.
Stocks are being pummelled, house prices are coming off the boil, bond yields are heading higher and Bitcoin is hitting fresh 18 month lows.
It's a perfect storm that happens when people realise the Goldilocks economy has been a fairy tale.