Weekend Reading, Listening and Viewing December 6th
Comment of the Day

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December 06 2019

Commentary by Eoin Treacy

Weekend Reading, Listening and Viewing December 6th

The Market Huddle: Barton Options focusing on repo liquidity.

Popular Delusions by Dylan Grice (formerly of SocGen)

Ericcson Mobility Report

PGIM Fixed Income: Assessing Sub-Saharan Africa’s Long-Term Growth Upside

Global Limited Partners Survey Investors’ Views of Private Equity in Emerging Markets 2019

Adobe Shopping Trends

Ray Dalio - How to embrace conflict

Alberto Gallo, Partner and Portfolio Manager, Algebris Investments

Two Questions Every Entrepreneur Should Answer

Gavin Baker – Tech and Consumer Growth Investing

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I just want to wish you and your family many happy years in your new abode. My wife and I relocated to the UK from South Africa two years ago so am familiar with the levels of stress involved. Now rapidly approaching my 80th year and being a subscriber on and off since the hard copy days , I really have gained so much from your knowledge and expertise. The Friday videos I find especially useful where your wisdom and understanding brings together so many facets of the markets which I would not have thought of.

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Eoin, Prompted by a recent subscribers comment I would just like to mention that I have been a subscriber for many years and can happily say that I have always considered it money well spent.I read and listen to your market commentary most days and very much appreciate your calm insight and intuitive free thinking.I find your choice of topic and charts chosen on any particular to be more powerful for the very reason they are your choice of topic and charts chosen for that particular day. Please keep up the great work.

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Eoin-As a very long time subscriber I would like to thank you for the excellent service you provide. Your explanation of the "financial repression" term today was superb. I also want to thank the subscriber who asked the question. Best rgds

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Eoin -long term picture video What a masterful summary of the position we find ourselves in and a clear sighted exposition of the opportunities and threats that face us in 2021. Thank you again for your guidance.

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Dear Eoin Happy Holidays to you and your family and thank you for the very informative briefings. I am so impressed at the breadth and depth of your insights. It is truly an enjoyable journey to see the world through your eyes and gain the benefit of your years of experience in the financial markets. Wishing you a safe and prosperous 2021

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Eoin - I have been a subscriber for just over 30 years, and in that time I can't recall many times when a clear and concise analysis of economic and political conditions was as important as it is today. You are doing a wonderful job at keeping the collective informed, allowing us to see a broader picture than our individual biases might otherwise give us. Thanks so much!

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Dear Eoin, Congratulations our last subscriber commentary was exceptional. You have done wonders for my confidence and ability to help my clients. Keep up the good work.

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Weekend Reading, Listening and Viewing December 6th Comment of the Day

Commentary by Eoin Treacy

Weekend Reading, Listening and Viewing December 6th
Comment of the Day