Heeeeere’s Santa!

Thursday 28 November 2024

Scott Rubner at Goldman on the Santa FOMO.

Family FOMO tends to kick-in around the Thanksgiving dinner table watching the parade and football.

In case “Uncle Joe” and “Aunt Sally” ask why the S&P is up ~25% this year, here is a quick checklist of the biggest themes in the market.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.