In this month's investment outlook, we take a look at:
- The sudden collapse of Archegos and Greensill Capital, along with the associated unwinding of their positions.
- How several financial institutions have also been left nursing losses amounting to several billion dollars due to use of excess leverage and poor risk management.
- Discussions around US stimulus and fiscal spending coupled with the reopening of the US economy.
- Cyclical industries & sectors rebounding sharply, generally back to pre-Covid levels.
- How SPAC fall throughs and excitement around GameStop clearly illustrate that prices are currently set by retail investors.
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