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October 30, 2023 - All eyes on the "Magnificent Seven" .
The "Magnificent 7" is the term that the investment community coined after the famous western movie, to group seven Technology related...
Oct 30, 2023


October 23, 2023 - Markets must soon decide what to be afraid of.
The investment environment is complex again and decision making is clouded by military conflicts, rising interest rates and high consumer...
Oct 23, 2023

October 16, 2023 - Another October, another market low in place ?
It feels strange writing about market anniversaries and potential lows, when a military conflict is under way. But it was the 14th of...
Oct 16, 2023

October 9, 2023 - When will the "bond vigilantes" be stopped ?
The phrase “bond vigilantes” was coined four decades ago, by Ed Yardeni, of Yardeni Research and has become since then very familiar in...
Oct 9, 2023

October 2, 2023 - "Wake me up when September ends".
* The title refers to the famous song by Greenday. As feared one month ago, September proved to be a "brutal" month for investors....
Oct 2, 2023

September 25, 2023 - Reached the peak, but planning to stay there for long.
The message from the last round of central bank meetings was almost uniform. After the fastest and most aggressive interest rates hike...
Sep 25, 2023
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