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Nobody knows when bubbles burst, but they do.
September 15th, 2025 Investors in Oracle stock woke up one day last week about 30% richer. News about the 300bn$ order by OpenAi for its...
Sep 15


Politics are back in focus.
September 8th, 2025 The French parliament will decide today whether to give the vote of confidence to Mr. Bayrou or not . The issue is...
Sep 8


Fighting the Fall blues is never easy.
September 1st, 2025 Fall is perhaps the worst of the seasons, except for the colors of nature . At this stage I should note that this...
Sep 1


Are consumer stocks really coming back in vogue ?
August 25th, 2025 It feels like a century ago, when analysts and investors were infatuated with European consumer stocks . But it was...
Aug 25


Back to school, with a lot of homework ahead.
August 18th, 2025 For those of us living in Switzerland, today is indeed the first day of the new school-year . But besides being...
Aug 18


Why we should remain vigilant during the summer.
July 21st , 2025 Please note that this is the last weekly review until mid-August. I take the opportunity to wish you an excellent and...
Jul 21
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