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July 3, 2024

Disruptive AI

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July 1, 2024

French mess

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June 21, 2024

Reliance on coal

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June 20, 2024

No time to relax

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June 19, 2024

Loosing out

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June 18, 2024

A rare pattern

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June 17, 2024

French blues

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June 13, 2024

0% CPI

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June 10, 2024

No Ode to Joy

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June 7, 2024

No change

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June 6, 2024

Summer party ?

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May 16, 2024

Buffettly high

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April 26, 2024

Back to normal

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April 25, 2024

Tipping point

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April 24, 2024

Bond pain ahead

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April 22, 2024

The earnings test

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April 19, 2024

Speed bump ahead

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April 18, 2024

No magical formula

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April 12, 2024

Under the hood

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April 11, 2024

Higher for longer

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April 10, 2024

Spring is coming

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April 4, 2024

Sleeping beauty

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March 27, 2024

Pain in Europe

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March 26, 2024

Borrow short

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March 20, 2024

(D)assault !

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March 15, 2024

Dr Copper

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March 11, 2024

Passive risk

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March 5, 2024

Hooked on oil

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March 4, 2024

Tech it all

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February 29, 2024

AI disruption

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February 27, 2024

Risky index

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February 26, 2024

UPPS he did it again

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February 23, 2024

Against the odds

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February 22, 2024

Insider selling

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February 21, 2024

Unjustifiably cheap

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February 20, 2024

Defence versus AI

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February 19, 2024

So far so good

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February 7, 2024

Last Friday

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February 1, 2024

First move ?

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January 29, 2024

Cheap insurance

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January 26, 2024

Strong she goes

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January 24, 2024

Gimme five

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January 23, 2024

Tough choices

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January 22, 2024

Valuation matters

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January 19, 2024

No ABS like in cars

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January 18, 2024

5 year low

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January 17, 2024

Stay tuned on CNN

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January 16, 2024

Opportunity knocks

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January 15, 2024

Unknown unknowns

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January 10, 2024

Glass half-full

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January 9, 2024

Too fast ?

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December 20, 2023

Top Gun

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December 19, 2023

An active bet

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December 18, 2023

On a diet

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December 14, 2023

Go small and ex-US

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December 13, 2023

Back to 73 USD

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December 12, 2023

Tossing a coin

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December 8, 2023

Unloved Europa

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December 7, 2023

Expecting to cut

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December 6, 2023

India vs China

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December 4, 2023

Take 5

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November 30, 2023

R.I.P. Charlie Munger

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November 28, 2023

Too much 7up ?

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November 27, 2023

High but manageable

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November 24, 2023

Stay humble

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November 23, 2023

Kein Truthahn

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November 22, 2023

Has Europe lost it ?

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November 20, 2023

The Big Short

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November 17, 2023

10.8% per annum

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November 15, 2023

Positive surprise

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November 14, 2023

Hangover

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November 13, 2023

Italowestern

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November 10, 2023

Surprisingly strong

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November 8, 2023

Ray of light

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November 2, 2023

Done job

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October 31, 2023

Not so scared

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October 30, 2023

The Wall ( of debt )

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October 20, 2023

Treasuries meet China

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October 18, 2023

Slowdown in PE

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October 17, 2023

Get real

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October 13, 2023

Bucking the trend

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October 12, 2023

Broken correlation

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October 10, 2023

400 bn USD

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October 9, 2023

Geopolitical choc

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October 6, 2023

Feeling the heat

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October 5, 2023

The US banking dog

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September 29, 2023

Under the surface

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September 28, 2023

Discount = Opportunity

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September 27, 2023

In one graph

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September 25, 2023

Peak interest rates ?

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September 20, 2023

Rising defaults

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September 19, 2023

Black Gold

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September 18, 2023

The American exception

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August 30, 2023

The oil economy

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August 28, 2023

Mighty US stocks

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August 23, 2023

100%

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August 21, 2023

The 3Ds

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August 17, 2023

Below the surface

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August 11, 2023

Waves of inflation

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August 8, 2023

Low reserves

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August 7, 2023

The duration trade

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August 3, 2023

Rating cut

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August 2, 2023

Get real

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August 1, 2023

Delayed pain

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July 13, 2023

Cooling down

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July 12, 2023

7.32% !

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July 7, 2023

Cooling hawks

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June 29, 2023

Top 15

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June 8, 2023

FOMO alert

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June 5, 2023

Bread and Games

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May 26, 2023

A fishy deal

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April 28, 2023

The voting machine

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April 25, 2023

Not over yet

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April 24, 2023

Loss of trust

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April 18, 2023

A bargain

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April 14, 2023

De-dollarization

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April 13, 2023

Past the peak

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March 28, 2023

Bargain valuations

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March 22, 2023

N°1 worry

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March 21, 2023

Black gold

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March 20, 2023

Wiped out

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March 15, 2023

Risk-free returns

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March 14, 2023

Global shockwave

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March 10, 2023

Modern Bank run ?

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March 8, 2023

About hawks

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March 7, 2023

Sea of change

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March 2, 2023

No market timing

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February 28, 2023

The appealing T-Bills

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February 24, 2023

Too hard to ignore

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February 23, 2023

Weakening US profits

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February 22, 2023

Expansion

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February 21, 2023

FOMO

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February 20, 2023

Valuation catch-up

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February 10, 2023

Safe yield

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February 9, 2023

Re-opening trade

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February 8, 2023

Earnings recession

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February 8, 2023

Lower profits

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February 6, 2023

Watch the spread !

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February 3, 2023

Broken downtrend

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February 1, 2023

Slowing US inflation

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January 31, 2023

Back to black

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January 30, 2023

The Earnings test

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January 24, 2023

The European discount

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January 20, 2023

Profit drivers

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January 19, 2023

Catch-Up

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January 16, 2023

Dr Copper

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January 11, 2023

The end of free debt

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January 10, 2023

Back into orbit

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January 9, 2023

The quiet change

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January 2, 2023

Happy new year

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December 22, 2022

The hard facts

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December 21, 2022

The walking dead

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December 15, 2022

Not won yet

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