Markets showed some signs of life and who the real "boss" is. It seems to us that Trump has found his match, none other than the...

We had highlighted a while ago the potential risk of a mass exodus from the US markets, if President Trump pushes too hard . To give our...

The long-standing US exceptionalism has started to being questioned. The country which has excelled in technological and scientific...

It is remarkable how fast markets have moved from the "animal spirits", boom scenario to a possible recession and now to stagflation in...

As our readers and clients know, we generally chose to be positioned somewhere in the middle between greed and fear . This means avoid...

copyright: Carl Godfrey/Financial Times It has been almost 60 days since President Trump took office. The very next day the stock market...