Browsing: Kuo’s Smart Take

The current buzzword in the market is rotation. Traders are rotating out of growth stocks and into value because they have been spooked by inflation.

They believe that inflation, rather than being transitory, could turn into something more persistent.

It is akin to a parent who leaves out a box of chocolates and then wonders why a toddler has fallen ill after munching through the selection of confectionery.

Who should we blame, the parent or the child?

Today, Friday 19 March 2021, is World Sleep Day. I bet you didn’t even know that there is a specific day in our calendar to celebrate something as routine as snoozing.

These days, instead of those primitive contraptions, we have laptops and spreadsheets, which, in my view, are probably some of the most useful tools for private investors.

The Ox is generally not known for being one of the quickest on the planet. But what the Ox lacks in speed, it more than makes up for in determination …

Whilst it is still early days yet for the vaccine programmes, eventually, many people around the world should be able to fight off, and eventually put this awful pandemic behind us.

A couple of economists reckon that the US Federal Reserve could start tapering a gradual withdrawal of monetary stimulus. They think that 10-year Treasury yields could approach 2% by the end of 2021.