Thoughts of the Week. In the classic ’80s romantic comedy “When Harry met Sally” , the hilarious Billy Crystal meets the cute Meg Ryan and during the course of the next 12 years they initially...

Thoughts of the Week. By now our readers must have realized how entertaining I find relating emblematic songs to financial markets. When Prince made this song a hit in the mid-80s, he was talking about...

Thoughts of the Week. From boom to bust and then a bigger boom. Technology-related shares have been on a roller coaster since the end of last year. Fears about extreme spending on AI with no...

Thoughts of the Week Writing this newsletter on a beautiful, sunny Saturday with financial markets in a crazy party mode, what else than the iconic “Saturday Night Fever” movie can come to mind. The reference...

Thoughts of the Week Referring to another very famous song of the 80s in our newsletter might seem odd (again). R.E.M.’s emblematic song is basically a long rant, with obscure lyrics and one needs to...

Thoughts of the Week Pandora is the first woman on earth, according to Greek mythology. She was created by Zeus, after Prometheus stole the fire from heaven and gave it to mortals. Pandora was given...

Thoughts of the Week In 1985, one of the top hits globally was the “Money for Nothing” song by Dire Straits. I made the connection when I started thinking by the dire situation at the...

Thoughts of the Week Just two and a half months into the new year and they already feel like eternity. The markets kicked-off with enthusiasm for the European Renaissance and the potentially new Emerging Markets...

Thoughts of the Week I do not own the intellectual property of this phrase, but it perfectly fits the current period. In just a few days, European equities lost more than 6%, erasing all gains...