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May 13, 2024
May 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 6, 2024
May 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 29, 2024
April 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 22, 2024
April 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 15, 2024
April 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...

Apr 8, 2024
April 8 , 2024 - Are the markets ripe for a correction?
Global equities corrected after a long stretch of positive weeks. The S&P500 has risen already 9% since January and we just experienced...
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