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November 25th, 2024 - Are there any in "Black Friday" sales in markets ?
Financial assets are currently all inflated . Taking as a starting point the current levels of equity index valuations, the ultra-low...
Nov 18, 2024

November 11th, 2024 - Trump 2.0 : Boom or bust ?
To be re-elected as President of the US, after having lost an election, is a very rare event . In fact , Donald Trump will be only the...
Nov 11, 2024

November 4th, 2024 - Fasten your seat belts.
US elections is never a trivial event, let alone now that the world is still in the aftermath of the pandemic and not to mention two wars...
Nov 4, 2024

October 28th, 2024 - Two exciting months ahead until year end.
For starters, the holiday season is coming up, but i t is also the part of the year when markets traditionally perform the best . Then...
Oct 28, 2024

October 21st, 2024 - Have European consumer names bottomed ?
The previous exuberance has turned into utter avoidance for European consumer stocks . During the pandemic, consumers could basically do...
Oct 21, 2024

October 14th, 2024 - There are tricky paths ahead for markets.
Financial markets are currently pricing the "best-of-all-worlds" scenario, or to use a cliché, the "Goldilocks" scenario . Equities are...
Oct 14, 2024
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