
SocGen’s Kit Juckes Is “Back From The Alps”: Here’s His Quick Pocket Guide To An Uncertain Market
This would be a good week to keep your shit together.
The tough thing about a market dominated by geopolitical concerns is that geopolitics is country- or at least region-specific.
There's nuance, idiosyncrasies, thousands of years of history peculiar to this country or that, religious undercurrents, etc., etc. You have to take all of that into account when trying to make sense of markets in the context of multiple geopolitical powder kegs.
Quite frankly, that's impossible to do without forma