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6 Jun 2024

The US could be on the brink of the civil war according to Ray Dalio

In an interview given to the FT on 16 May, billionaire investor and founder of Bridgewater Associates warns about the risk of a civil war breaking in the US. Source: FT

6 Jun 2024

Ray Dalio says benefits of investing in China outweigh risks

Source: South China Morning Post

30 May 2024

Chinese BYD launches plug-in hybrids with a 2100 km driving range

Source: WSJ

30 May 2024

The 5D commodity bull market according to Goldman Sachs

Source: Goldman Sachs Global Investment Research

29 May 2024

Apple iPhone shipments in China rebound 52% in April

Source: Bloomberg

28 May 2024

New weight-loss drug ETF

“Roundhill Investments' GLP-1 & Weight Loss ETF (OZEM), which began trading last week, pairs leaders Eli Lilly and Novo Nordisk with players developing new treatments for weight loss and diabetes. CEO Dave Mazza said his firm is capitalizing on explosive growth potential in the industry…Eli Lilly and Novo Nordisk each hold a roughly 20% weighting in the ETF. The three next largest positions are Zealand Pharma, Amgen and Chugai Pharmaceutical, each of which have a weighting under 5%”. Source: CNBC, Bloomberg

24 May 2024

Jamie Dimon does not rule out a hard landing for the US economy

Source: CNBC

23 May 2024

The return of volatility

Source: Bloomberg

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