Kaustubh
Long

Global risk (equity) markets

SP:SPX   S&P 500 Index
After the fox paus of North Korea, and despite the best efforts of US admin to fuck things up, normalcy is restored.
Normalcy by definition is abnormal though these days. So be on your tows.

Over next few days, week or two, it's the most bullish of bull market all around!
Medium to long term is unknown.

But it's great time to make some money in short term.
For one, there are a lots of shorts out there considering the headwinds out there.
And two, equal measure are willing to buy on dips. So in any impromptu move up, shorts get burned and longs will tag along.

I, for one, am definitely expecting a short and sharp burst up in US equities. And that should see a follow through in other markets.
There is always a fear of Kim             Jong Un doing something stupid. But what the world doesn't understand is Kim             isn't stupid. Trump is.
As long as General Kelly keeps doing a great job he's been doing so far, any Trump shorts will burn. And that's a great news for risk markets all around.

Make hay while the Sum shines. The Sun won't shine forever though.
I have a feeling when Trump sees Kelly getting some credits he will push on to satisfy his narcissism and dump the risk on trade.
So that should still give us a couple of weeks.

For Indian markets. the high beta and leaders like MARUTI             , RELIANCE             , HDFCBANK             should translate well.


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