November – Decembrists

Love tyrannizes all the ages; but youthful, virgin hearts derive a blessing from its blasts and rages, like fields in spring when storms arrive.” – Pushkin, Eugene Onegin

History books will have a special tab for November 2017. This was a month when the least volatile and most hated rally in equity markets changed dramatically. The sentiment toward all risky assets shifted from one of constrained support to almost irrational exuberance.

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