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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, 2025


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, 2025


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, 2025


The tariff endgame is nearing.
July 14th, 2025 For those familiar with chess, they know that at some point the game will have to enter its final phase , the endgame....
Jul 14, 2025


Markets are entering a tricky part of the year, at full speed.
July 7th, 2025 Financial markets are currently at an important crossroads. The US main indices have just registered a record high, only...
Jul 7, 2025


The big, big spenders.
June 30th, 2025 For those of a certain age, the tune of the "Big Spender" song must have emerged into their minds, as they were reading...
Jun 30, 2025
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