This morning I sat down with Charlie Aitken from AIM for a quick update on his macro views and the susceptibility of the market at current levels.  We discuss US tech, Asian growth, crowded trades and the scope for a large correction in global stocks. 

Market Matters publishes daily market reports and sends SMS alerts when we transact on our portfolio.

To get our latest market views and hear when we take new positions, trial Market Matters for 14 days at no cost by clicking here.