2nd December 2024

Its wild we’re already in the last month of 2024, less than 30 days from the “New Year New Me” posts.

There’s not a lot to discuss that hasn’t already been said. Markets been on an absolute tear and I continue to wait for a new theme to emerge, following the missed entries in late October.

I’ve shared my thoughts on where I believe this money will head, now I just need to see the market agree.

One thing I will say, is $KWEB weekly shaping up nicely again following the largest outflow of Chinese equities ever. Looks like it’s time to jump back in.

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