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This rally runs deep
Plus, the global won
There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
Social media is for picking up vibes, not information
Users trust it even less than they do mainstream news outlets
Short rates have overshot
Plus the social media lawsuits
Interest rates take fright
The market’s calm in the face of war is beginning to crack
Only two events have mattered in my 30 years of investing
Markets have shrugged off everything from geopolitics to financial crises