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...

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...

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...

Thoughts of the week. Green Day’s hit song of the early 2000s could not be more appropriate for financial markets. Billie Joe Armstrong, the band’s lead singer, lost his father from cancer in 1982, when...

Thoughts of the week. Equity markets do not operate in a vacuum. The investment world (including ourselves) are fixated on the AI revolution which has completely altered the multi-year revenue growth for companies related to...

Thoughts of the week. Last Tuesday, the USD government debt surpassed the 40tn $ mark for the first time ever. Interestingly, President Trump had said in 2016 that he could eliminate the national debt within...

Thoughts of the week. Going to work after summer vacations has always carried the « back to school » sentiment. Then again, in this part of the world, schools indeed start today ! I remember...

Thoughts of the week In football, the half-time break is boring and annoying. After 45 minutes of action, with adrenaline high and emotions flowing according to the score, you have to watch endless commercials ,...

Thoughts of the week This is not meant to be a weather forecast. As an introduction, July is my second most favorite month (December being the top pick). It is the month residing in the...