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Feb 5, 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...

Jan 29, 2024
January 29, 2024 - The "Magnificent-7" might have lost one member.
The year has started with impressive share price moves for the Magnificent-7, with just a couple of exceptions. As a reminder, the...

Jan 22, 2024
January 22, 2024 - Protection is becoming attractive again.
It feels strange to discuss about buying protection and quality assets, as the S&P500 hit a new record high and headlines are talking...
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