LC Investment Playbook Weekly Update

In this week's update the Investment Consulting Team have provided their analysis and recommendations on the following

Macro Highlights:
US Inflation: Base effect kicking in, Dark clouds ahead - US Consumer Survey
Fixed Income Highlights:
Fed - More hawkish suprises unlikely
Equity Highlights:
Investor cash levels at highest since 9/11, US equities 20% above pre-covid
Currencies & Commodities:
Luna & Terra - Gameover*, EUR/USD parity popular bet, Metal prices cooling down

*It is hereby clarified that Lighthouse Canton does not provide any digital token services or advice on acquisition of cryptocurrencies. Cryptocurrencies and the like digital assets are high risk and not suitable for all investors.

Market Views

INVESTMENT INSIGHTS

A Decade in a Year

India’s Unloved Upside

The Succession Questions a Will Cannot Answer

Flows set the price, the narrative set the flows

Momentum, interrupted | Market commentary

Anthropic's S-1: Reading the Frontier-Lab Economics

Searching for the Certainty Premium! | The Beam: Weekly Market Narrative

The Financing Scare Isn’t a Demand Problem

The world is competing for capital | The Beam: Weekly Market Narrative