Monday Macro – Markets rebound, slumping yen, US bonds oversold and green multipliers

On why the NASDAQ rebound has missed so many stocks, poor investor sentiment, and why green investments create huge multiplier benefits, especially if its nuclear!

I’m still very bearish – see the investment dashboard below. I cannot fathom why markets have rebounded in the way they have. I think its deluded, but what do I know. All I can say is that I have been taking some profits and weeding out high beta stocks where I have no conviction.

Also, I sense the rebound isn’t particularly deep and broad. Andrew Laptho…