Weekly missive: of bounce backs, tech stocks, shipping sector, Disney, and Lovelock on nukes

Another one of my weekly notes with lots of macro on the state of the markets (bullish). Plus why I am still bullish on shipping and Disney.

Programming notes: This is the last of the weekly newsletters. Next week I am off again, and normal service will resume at the beginning of September. Hopefully by then, we will have had some rain.

Macro: Bounce back, the tech reporting season, factors in H1, and proper diversification

Well, maybe those of us with a bearish disposition are wrong. I’ve bee…