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March 31st, 2025 - The "R" word is now replaced with the "S" word.
It is remarkable how fast markets have moved from the "animal spirits", boom scenario to a possible recession and now to stagflation in...
Mar 31


March 24th, 2025 - Staying calm through volatile times.
As our readers and clients know, we generally chose to be positioned somewhere in the middle between greed and fear . This means avoid...
Mar 17


March 17th, 2025 - From boom to bust, in 60 days.
copyright: Carl Godfrey/Financial Times It has been almost 60 days since President Trump took office. The very next day the stock market...
Mar 17


March 10th, 2025 - Oops, I am "Making Europe Great Again".
The European renaissance theme gained further ground last week, thanks to the man who was elected with the MAGA motto . Our continent has...
Mar 3


March 3rd, 2025 - The bulls don't seem to like the bullies.
On Friday morning , the S&P500 was exactly where it was on the night of Trump's election, while Nasdaq and Russell 2000 were at even...
Mar 3


Ferbuary 3rd, 2025 - "AI Wars". Coming soon, at a theater near you.
What a week that was ! A relatively small and new Chinese start-up shocked the Tech world with their impressive AI lab (DeepSeek) which...
Feb 3
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