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The week that Gold lost its shine.
October 27th, 2025 It is not common for Gold prices to fall almost 10% in just a few days. Actually it is very very rare and one has to go back to March 2008 to find a similar occurrence, which is when the great financial crisis and the collapse of major US banks was brewing. We are definitely not implying that last week's drop is a similar omen of what could happen six months from now, as the sell-off appears to be a natural evolution of an asset whose prices started going p
12 hours ago


A lot of things to worry about, but the market is still in BTD mode.
October 20th, 2025 Americans have some unique characteristics, one of which is their propensity to create acronyms for phrases which then become formal. In this week's newsletter we are not interested in the LOL (laughing-out-loud) or the OMG (oh-my-god) acronyms, but we will focus on the BTD (buy-the-dip), which means use every correction in an asset to add to positions. This is typical of a bull market, especially one that is also driven by FOMO (fear-of-missing-out). Inve
Oct 20


Nobel prizes, AI deals and tariffs.
October 13th, 2025 What a week it was . From a humanitarian aspect it was a relief to see Israel and Hamas agreeing a peace deal,...
Oct 13


Check-up time has arrived again (for the companies).
October 6th, 2025 The 3rd quarter earnings season is about to start , with the major banks in the US reporting first, early next week....
Oct 6


Probable air pockets ahead, seatbelt signal on.
September 29th, 2025 As the party goes on, there are various "traps" ahead which could create short-term turbulence in equity markets ....
Sep 29


Party time !
September 22nd, 2025 The FED gave the green light for the party to continue . All members of the FED voted to lower interest rates by...
Sep 22
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