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Month: February 2021
26 Feb
2021

Captain Joe, rates and the coming crash

  • February 26, 2021
  • t.veillet@merion.swiss
  • 26 views

  26th of February 2021 I believe the exact word is: “INOUI”. Inouï the way with which we are able to go from “we trust Jerome Powell too much because he controls inflation too well and the American Central Bank is too cool with us because it will always be there for us” to “OH..

25 Feb
2021

Stock Market make it easy

  • February 25, 2021
  • t.veillet@merion.swiss
  • 22 views

  25th of February 2021 We almost thought that this week was going to cost us a lot, but in fact it didn’t. In fact no, because Powell came to save our lives and he knows where the market is going and where the economy is going. There is something reassuring to know that there..

24 Feb
2021

Jerome ” Harry Potter ” Powell makes some Draghi stuff

  • February 24, 2021
  • t.veillet@merion.swiss
  • 28 views

  24th of February 2021 Yesterday, for a brief moment we thought we were going to take it. The slap. But not the little slap as a joke, the good big slap given by a guy who has arms like my thighs. And in fact no. In fact Bitcoin was just a buying opportunity, like..

23 Feb
2021

Dance with the bears

  • February 23, 2021
  • t.veillet@merion.swiss
  • 22 views

  23rd of February 2021 I confess that I will never get tired of reading the financial news in this world. The first time I opened the Wall Street Journal was mostly to show off and to be “like”, I’m a banker. And then I realized that most bankers never read it or it was..

22 Feb
2021

Hopefully, the Bitcoin is here

  • February 22, 2021
  • t.veillet@merion.swiss
  • 24 views

  22nd of February 2021 When we look at the weekend news and the vast majority of the articles that have been published, we realize that we are going to talk about Bitcoin, Elon Musk, Tesla and Bitcoin and then also about inflation, Bitcoin and the 10 year returns that are taking the elevator, Bitcoin..

18 Feb
2021

Quack-Quack

  • February 18, 2021
  • t.veillet@merion.swiss
  • 44 views

18th of February 2021 Another mediocre day on the world indices. Mediocre in the USA and shitty in Europe. Interest is anyway no longer in indices, blue chips, big caps and even less in GAFAM at the moment, since the one and only thing that interests “investors” at the moment is cryptos, all cryptos and..

16 Feb
2021

Either it goes up or it doesn’t go down

  • February 16, 2021
  • t.veillet@merion.swiss
  • 24 views

16th of February 2021 Despite the absence of the Americans, who will return only this afternoon, Europe has been on the rise and nothing seems to be able to stop anything. Once again, the euphoria is there and everyone is basing their thoughts on the fact that “after VIDOC”, things will get better. It remains..

15 Feb
2021

Do not confuse speed and precipitation

  • February 15, 2021
  • t.veillet@merion.swiss
  • 20 views

15th of February 2021 The week ended on records and will start again in the most extreme platitude, given that half of Asia celebrates the arrival of the Bulls in 2021 and that the USA is closed because it celebrates its Presidents. In fact, to celebrate this, they organized a party for Donald Trump, since..