Insights

What have I done to deserve this ?

Thoughts of the week. It is not hard to imagine Tuesday night at the White House. Laying in a comfortable armchair with his favorite Diet Coke in his hand, President Trump was probably humming that...

Elections time : What happens next ?

Thoughts of the week. Tomorrow Tuesday, the US voters will decide who controls the Congress, and therefore how much power Trump will have in the final two years of his term. Before we get into...

Noise vs signal.

Thoughts of the week. In electromagnetism, a signal is the intended wave or electrical current that carries information, while noise consists of random and unwanted fluctuations. In our every day life, a signal is the...

To be or not to be.

Thoughts of the week. “Thus conscience does make cowards of us all; And thus the native hue of resolution is sicklied o’er with the pale cast of thought. And enterprises of great pith and moment,...

Let it flow.

Thoughts of the week. Back in 1996, Toni Braxton’s hit “Let it flow” debuted at number seven on the Hot-100 and number two on the Hot R&B Singles chart, becoming her highest-debuting single. It eventually...

The last mile.

Thoughts of the week. In business and every day life when we refer to the “last mile”, we usually refer to the hardest part of a “journey”. Marathon runners know that the last mile could...

Higher for longer.

Thoughts of the week. It seems that we will be talking about bonds for a while. Most of the media and analysis are focusing on the war in Iran and the spike in oil prices...

Perplexity.

Thoughts of the week. This year I am challenging the cliché “you can’t teach an old dog new tricks”. For a generation that has memory of black and white television with two available channels, using...

Bonds: Have we seen enough pain ?

Thoughts of the week. In the previous months we must have sounded like broken records. In early spring, we had highlighted the risk of volatility in the bond market, primarily due to the Iran military...

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