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Month: September 2020
30 Sep

A vicious debate for two guys with wandering hands

  • September 30, 2020
  • t.veillet@merion.swiss

30th of September 2020 If we assume that every week there is a day that is useless, that day must have been yesterday. The markets remained as if suspended, in “I’m waiting to see the debate” mode or, for those who still believe in miracles; “I’m waiting to see if the magic Pelosi/Mnuchin doublet, will..

28 Sep

The week of all dangers

  • September 28, 2020
  • t.veillet@merion.swiss

  28th of September 2020 Given what we’ve already experienced in 2020, it would seem plausible that we’re armored for just about anything, yet there’s still a wagon of obstacles to overcome in this never-ending obstacle course. Here we are at the dawn of a week during which investors will have their eyes glued to..

17 Sep

The FED, the snow and the frog

  • September 17, 2020
  • t.veillet@merion.swiss

  17th of September 2020 When you look at this morning’s headline, you would think that I’ve completely lost my mind and started writing fairy tales. But in fact, it’s not me who’s gone crazy, it’s just that the markets are losing their minds – or rather, they can’t find their direction anymore. As far..

16 Sep

It’s snowing in Wall Street

  • September 16, 2020
  • t.veillet@merion.swiss

  16th of September 2020 It’s incredible how many days you get the impression that you expect a lot from finance, the economy and the markets and then in fact nothing happens and it’s boring. So yes, the Nasdaq continues its rebound, yes the “economic news” from China is good and from Germany too –..

11 Sep

LTCM 2, the return of revenge?

  • September 11, 2020
  • t.veillet@merion.swiss

  11th of September 2020 At a time when the markets obviously no longer know what to do or what to think about the current situation, we can ask ourselves questions about what is happening “REALLY”. After a rather spectacular technical rebound on Wednesday, the stock markets crashed again and once again, it’s because of..