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Warm Up
- Mondays and Fridays - Let's just invest on those days.
- AH and China Covid Update
- Biggest Trade EVA
- Firings/layoffs/staff reductions the new "good news"
- Getting the feeling that we are all obsolete - layoffs and AI

Market Update
- Quick Check - Big action, not much change. Markets sit about where there were last week this time
- Debt Ceiling is the next screw up for this administration - will push an pull (for no reason)
- Activists are getting busy - Elliot in on a big name
- Europe in play again - All of a sudden

CTP STOCK?

China - COVID UPDATE
- The possibility of a big COVID-19 rebound in China over the next two or three months is remote as 80% of people have been infected, a prominent government scientist said on Saturday.
- Do we have any working heories why they just gave up on COVID lockdowns?

Europe - Target prices raised
- Warmer temperatures and well-filled gas storage facilities mean there's less concern about power shortages and sky-high energy bills.
- JPMorgan has raised its forecast for euro zone first-quarter economic growth to 1% from a contraction of 0.5%
- Goldman upgrades as well
- $ net inflows to European equity funds last week - first time in a year
- In terms of valuations, European blue-chips are trading at a multiple of around 13, compared with a ratio of around 20 for the S&P 500
- Note: H&C has been continuing to add to non-US exposure for portfolios