Weekly note – Bulls are still loose, Japan shifts gear and Europeans start to talk about AI
Plus a digital assets discount play is revisited.
A reminder that this week and next, I’ll be publishing a weekly note as it’s the Easter holidays. That means I will combine the Monday Macro, the Wednesday Investment Ideas and the Friday Links for further reading in one long note. Next week, the letter will come out on Friday.
In the meantime, Happy Easter!!
1. Sentiment is still strong for equities
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