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March 18, 2024 - Are we going to party like it is 1999 ?
Our readers with a long history in investments will remember the steep rally of equity markets in the mid-90s that culminated to the...
Mar 18, 2024

March 11, 2024 - "When doves cry (out)".
With our reference to the famous 1984 song by Prince, we wish to highlight the dose of dovishness we received last week by the the...
Mar 11, 2024

March 4, 2024 - Are we getting closer to interest rate cuts ?
March was supposed to be the month of the first interest rate cut in the US and in Europe. But given the latest macroeconomic data, as...
Mar 4, 2024

February 19, 2024 - FOMO pushes more people into the equity markets.
Fear Of Missing Out (FOMO) is a strong sentiment among investors, which sometimes leads them to rush into buying the asset class in which...
Feb 19, 2024

February 12, 2024 - Europe's gems are starting to shine again.
International investors are increasingly looking at European stocks, as the valuation gap with their US peers is wide , compared to the...
Feb 12, 2024

February 5, 2024 - China: will history repeat itself, exactly 10 years after ?
In 2014, the local Chinese market started a rally which stopped at about 150% higher in a matter of just 15 months. That rally brought...
Feb 5, 2024
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