The rules are the rules, but prevailing numbers can move around driven by changes in perceptions. What an ending to the financial year. This article reflects on the rules learnt and then makes observations of the last two quarters in the context of the changing market conditions.
On the 24 October we wrote an article about the market poking the bear and acting as if it is tone deaf to Government actions. Well, it appears the market had a Cochlear ear implant, and is now listening.