Publications

September 4, 2023 - Back to school, with cooler macro data (and weather).

After a rather warm August, vacationers are returning to their base in a much cooler environment. The investment community is also...

Sep 4, 2023

Imagine the following : A person is sitting an a room, where his upper body is exposed to a temperature of 50 degrees Celsius and his...

Aug 28, 2023

August has started on a negative note for financial markets, as a result of the extreme euphoria of the previous two months, especially...

Aug 21, 2023

The end of July and beginning of August was quite eventful with respect to news as well as market developments. For starters, we had...

Aug 14, 2023

Please note that the next weekly review will be published on August 14, 2023. We take the opportunity to wish our readers an enjoyable...

Jul 17, 2023

Just three months ago, everyone including ourselves, were worried about the collapsing banks and an imminent recession. Fast-forward to...

Jul 10, 2023