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27 July 2021
1 min read

Morning Call: Earnings, China (again) and dumb charts

Join David & Tim every weekday morning at 9am UK time live in the Discord, or listen back here from 10am each day!

We'll be talking about anything that pops up whether it's market, politics or macro related with a special guest every now and then.

Today we focused on another brutal selloff in China & Hong Kong overnight, the shortage of quality assets, Airpods as a standalone business, Tesla actually making more money from vehicle sales than regulatory credits, and the potential rotation from growth into cyclicals.

And a ridiculous correlation 🤦‍♂️

Plus big earnings, with Apple & Google &

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