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Showing posts from April, 2021

10k Words - April 2021

Image
Apparently , Confucius didn’t say “One Picture is Worth Ten Thousand Words” after all. It was an advertisement in a 1920s trade journal for the use of images in advertisements on the sides of streetcars. Even without the credibility of Confucius behind it, we think this saying has merit. Each month we share a few charts or images we consider noteworthy.  It is well established now that retail trading activity in Australia and the US has surged in the March quarter, as shown by the NY Times, but is there a pull-back underway as data from retail broker website activity sourced from SimilarWeb indicates? Hedge fund Archegos learned the hard way what many CFD punters know and the FT (via bespoke) has highlighted - if you keep leveraging up when you're winning, a pull-back in the underlying investments will hurt. Turning to crypto for a moment, Bianco Research highlighted that the market value of cryptocurrencies has pulled alongside the equity value of US banks. With "inflation&qu
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