May 27Weekly reviewMay 27, 2024 - Summer is approaching, with too much complacency.We are entering the first month of the summer, with equity markets at or around their record highs. At the beginning of this month we...
May 13Weekly reviewMay 13, 2024 - Europe could continue to perform better than the US. (Please not that there will be no weekly next week, due to a public holiday). European equities rallied more than 3% for the week, with...
May 6Weekly reviewMay 6, 2024 - Sell in May and go away (?)The quick answer is no. At the start of everyone's career in the investment world there are quite a few catchy clichés that they hear...
Apr 29Weekly reviewApril 29, 2024 - China revisited. On February 5th, we wrote that the Chinese markets could repeat history and stage a big rally, in a similar fashion to what happened...
Apr 22Weekly reviewApril 22 , 2024 - The anticipated correction started. Does it end soon ?We wrote two weeks ago that "Markets look ripe for a correction". But, we did not know of course, that we would call the (short-term) top...
Apr 15Weekly reviewApril 15 , 2024 - Financial markets just got more complicated. Implied volatility in equity markets rose to the highest level of the last 6 months, signaling investors' unease with the latest...