30th of October 2020 If you thought you were reading a totally revolutionary stock market chronicle that would talk about something other than the usual subjects, I will disappoint you because we are still in the middle of this immense swamp without any visibility, not to mention that politics will take over COVID in..
28th of October 2020 Another rotten day. Not as rotten as Monday’s, but another one of those days we could do without. And when you look at the graphs, it’s taking the same nasty turn we took at the beginning of March. The stakeholders have entered the acceptance phase and we are acting as if..
26th of October 2020 Of course we have known for some time that the panic we experienced in February is back. Of course we’ve known for a long time that COVID is back and it’s blowing up in our faces. The question is what is true, what is not true and what will be the..
23rd of October 2020 Something concrete will have to happen and we will have to start moving and get out of the geopolitical swamp we are in, because I personally, all by myself, am a little fed up with the theories of some and others on the consequences of such and such a decision that..
22st of October 2020 I dream of an economy that is based on the performance of companies and not on the interpretation of figures that is made according to the opinion of analysts who have never managed a box in their lives and who make their predictions with excel files and by reading the coffee..
21st of October 2020 We can often complain and find that there is little news to get our teeth into, but the day that has just passed is not like that. By far. I think I would need fourteen pages of chronicle to cover everything, except that it wouldn’t change much, because in 2..
20th of October 2020 As some of you already know, I’ve been getting up very early in the morning and talking about the financial markets for many years, in writing, orally and now on video. During these almost 15 years of stock market columns, I’ve often been asked the question; “how do you find things..
16th of October 2020 While Americans spend their days wondering whether the magic Pelosi-Mnuchin doublet is finding solutions or WILL FIND solutions for the stimulus – yesterday it suddenly became clear that the new health restrictions put in place by European governments will not necessarily help economic reconstruction, quite the contrary. Travelling in Europe is..
15th of October 2020 Over the past 100 years, global stock exchanges have become accustomed to working on many levels. Economic fundamentals, corporate fundamentals, technical analysis, quantitative trading systems that work on their own and win every time until the day they win nothing, and then geopolitics – geopolitics that has become, nowadays, American..
14th of October 2020 It is amazing how the social distance between theory and practice has become more important in recent days. When one takes the time to read the expert opinions available in the media, one learns some pretty clear things that leave no room for doubt. Then you can try to apply the..