Max Pacella
Investment Analyst
Wholesale Investments
27 Aug, 2021

Welcome back to our weekend reading,

It’s all going up, from Delta cases to markets. You could argue both are driven largely by liquidity, albeit you’d get some funny looks for calling people sneezing as “liquidity”.

There are many potential economic events which may cause bumps in the road – Jackson Hole springs to mind – but for the moment the prevalent sentiment appears to be one of markets continuing to rise no matter what.

I think this tweet sums up the level of psychology we’re dealing with pretty well:

Soldier on greg, the market is behind you (unless it’s not).

Let’s look back on the week.

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