29th of January 2021 I think we’re reaching levels of bullshit in the financial markets that we’ve never seen before. Beware, don’t think that we haven’t already made efforts in the past to be ridiculous and look like world-class idiots, no, on the contrary, we even thought that what finance had developed in 2008 in..
28th of January 2021 We experienced the first day of “violent” decline in the Biden era. That he can’t always do everything right either. Yesterday the markets missed a step. Missed a step because the FED did not announce that it would do “whatever it takes”, but rather it announced that we had not..
27th of January 2021 AMD has published very good figures, lacks some visibility, but the fundamentals are excellent. Microsoft has again announced an exceptional quarter, it’s also a celebration in the village at Johnson & Johnson, just like at GE. But to be honest, no one cares and the only thing the market is interested..
25th of January 2021 The long list of signals that say this market is on the verge of madness keeps getting longer and longer; ultra-speculation, regrouping of traders “who know”, manipulation, exacerbated enthusiasm on everything related to the blockchain, bitcoin, electric cars, new technologies, over-valuation of shares that will “make” money in 2035 after the..
21st of January 2021 Did you feel how purer the air is this morning? The sky is clearer, the birds are singing louder and the post office has just brought me a check for 1’000 frs just like that, to make me happy. I hope you felt how the world has changed since Biden was..
20th of January 2021 The great thing about the market right now is that you feel that nothing can happen to you. Magic Biden is about to enter the White House, and never since Kennedy have we felt like there was a whole people behind him. This man is a Demigod who will change the..
19th of January 2021 Yesterday the Americans were closed. The Europeans ended up higher because things were better in China – even though the Chinese have to close cities because of COVID. Fundamentally, better economic numbers are always better and more joyfully interpreted by the markets than a few million people deprived of freedom in..
12th of January 2021 Almost 21 years ago to the day, it became SO easy to make the stock market that many people quit their jobs and became traders. At that time, my golf instructor became a trader, because “you see, it’s so easy to make money that I have better things to do than..
11th of January 2021 Monday is always the day of the balance sheets. Last week’s balance sheet and next week’s balance sheet. But today, I don’t know if it’s still necessary to think about what’s going on since we’re pretty sure of one thing: the recovery is going to happen. Well, okay, we don’t know..
