New Bubble or Market Top ? Today’s fascination with all things AI has most of the trappings of a financial bubble and, indeed, this bubble seems to have a lot…
Weekly Market Review Due to Holidays, There will be No Article this Weekly Market Review . Weekly Market ReviewMay 12th 2023 Macro Highlights World Food Prices Rise for First…
The US dollar is turning It has been our call for several weeks now that the US dollar was reaching an important bottom and we had been shorting the EUR…
Swim At Your Own Risk Now that the earnings season is nearing its completion and thats Apple’s results are out, our roadmap for the markets is unfolding and we see…
No Hike ? It was our expectation, like the consensus of analysts that the FED would raise FED Funds by 0.25 % at this May meeting based on continuous tensions…
The first-quarter earnings season is well under way with roughly 20% of the S&P 500 companies having reported already. Even if there were a few high-profile misses — notably Tesla…
France’s Structural Decline “Ils sont fous, ces Gaulois !” (They are crazy those Gallics), this famous line from the series of comic books about a village of indomitable Gaulish warriors who fight the…
Time To Shift Your Portfolio to China In several articles over the past few months, we have been arguing that the world financial markets were going though major regime change…
Good Bye Yellow Brick Road ! The bright, shining, golden Yellow Brick Road is a modern representation of a much older spiritual philosophy known as The Golden Path. The Golden Path…