Today's slide deck: https://bit.ly/3sLcQ7Z   - 

Today, we look at whether it is time to take a few chips off the table at minimum on a few signs that the most speculative assets have hit a rough patch, as we question the ability of "story"  and "theme" companies with zero earnings to continue their vertical ascent. Action in the commodities space and positioning there are likewise a headwind for the reflationary narrative at this time. We also take a  look at how to hedge for a possibly correction across markets.. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.