Contra-vaganza and "Meme" Tops!
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One of my favourite activities when it comes to Markets is trying to identify the change in trend of an asset class based on events that may be under-appreciated by consensus but that define the current Zeitgeist. Such events could be anything: it could be the new Economist or Barron’s Cover, it could be a major “Contra” Strategist commenting on the markets, it could be a technical event.
The last couple of weeks I have spotted quite a few of these events, that may mark what I refer to as “Meme Tops”: “Meme Tops” are not quite “THE Tops”, but rather short-term Tops marked by these “meme” moments in time:
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