2021:3 Shorts going through the roof, 6% US vaccination, VC funded public companies, Starbucks drive tru, Fundsmith letter, is covid going to change habits?, quantum computing and earnings season
2021:3 Shorts going through the roof, 6% US vaccination, VC funded public companies, Starbucks drive tru, Fundsmith letter, is covid going to change habits?, quantum computing and earnings season
observingthemarket.substack.com
An eclectic mix of things passed by my desk this week. Lots of annual letters are coming out. As expected: 2020 performance differs widely - which is not unusual after a year like 2020 - so interesting to see how everybody comments on the year. In the meantime: equity markets in general are up with emerging markets (particularly Asia) in the lead.
2021:3 Shorts going through the roof, 6% US vaccination, VC funded public companies, Starbucks drive tru, Fundsmith letter, is covid going to change habits?, quantum computing and earnings season
2021:3 Shorts going through the roof, 6% US…
2021:3 Shorts going through the roof, 6% US vaccination, VC funded public companies, Starbucks drive tru, Fundsmith letter, is covid going to change habits?, quantum computing and earnings season
An eclectic mix of things passed by my desk this week. Lots of annual letters are coming out. As expected: 2020 performance differs widely - which is not unusual after a year like 2020 - so interesting to see how everybody comments on the year. In the meantime: equity markets in general are up with emerging markets (particularly Asia) in the lead.