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Month: December 2020
17 Dec
2020

What if we confine Wall Street until 2021?

  • December 17, 2020
  • t.veillet@merion.swiss
  • 37 views

  17th of December  2020 Yesterday is one of those days that make you feel like you don’t know what to do, where to go and why you’re there. I even come to wonder why we continue to treat when we could go to the beach right away. I mean, if we weren’t in the..

15 Dec
2020

After injection; the reaction

  • December 15, 2020
  • t.veillet@merion.swiss
  • 38 views

  15th of December  2020 The United States has begun large-scale vaccination. This was undoubtedly THE news of the day. To be frank, it didn’t show up in the market, or at least not at closing. There was a bit of euphoria at the opening as the first images of people being vaccinated were playing..

14 Dec
2020

The vaccine, the stimulus, BREXIT, and it’s Monday.

  • December 14, 2020
  • t.veillet@merion.swiss
  • 23 views

  14th of December  2020 Global indices finished down last week. It wasn’t what you would call a “Sell Off”, but aside from those that had been overallocated on DoorDash, AirBNB or C3.ai, it was a rather gloomy and not very rosy week. But at the same time, we didn’t really want to sell everything..

10 Dec
2020

When the stimulus is broken

  • December 10, 2020
  • t.veillet@merion.swiss
  • 17 views

  10th of December  2020 While the American indexes were breaking new altitude records yesterday and euphoria was raging with the DoorDash IPO and AirBnb pricing, we suddenly learned that the “Gods of American politics”, our masters of thought, still couldn’t agree on a $900 billion mini-stimulus. The exit of the tunnel that had been..

09 Dec
2020

The bad news is good news and the shorts…are dead

  9th of December  2020 Records, records again. It’s hard to find superlatives for this market that keeps going up. Yesterday evening the American indices broke new records in terms of altitude and nobody seems to feel ill at ease because of the lack of oxygen, we remain very positive for the future and nothing..

08 Dec
2020

Ô Stock Market, suspend your flight. Unless you’re an electric car

8th of December  2020 I’ll be frank with you right away, this Monday, December 7th has not been THE day of the year. Not to mention the fact that there has not even been any “new monster news” about vaccines. So yes, governments are hot and bothered and are all talking about launching vaccination campaigns..

03 Dec
2020

STIMULUS – 8 letters that can change everything

  3rd of December  2020 If we were to put together all the small increases we’ve had because “THE STIMULUS IS ON TOUCH”, I think we would be at 30 or 40% cumulative increase. Since March and the latest U.S. stimulus, we’ve been fantasizing about episode two and every time we talk about it in..