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There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
Only two events have mattered in my 30 years of investing
Markets have shrugged off everything from geopolitics to financial crises
Interest rates take fright
The market’s calm in the face of war is beginning to crack
When financial and geopolitical waves collide
We are living in a ‘barbell’ world where international threat meets technological opportunity
Short rates have overshot
Plus the social media lawsuits
The euro’s urgent need
Europe must finally grasp the opportunity to develop the single currency as a reserve asset