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A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.
25 Nov 2025
US commercial real estate: Should we be worried?
14 Nov 2025
What should we do if we fret a tech bubble burst?
4 Nov 2025
EM equity markets – our current country picks
29 Oct 2025
Taking a long-term view, what outlook for European defence stocks?
21 Oct 2025
A new step in the US-China trade war. What next?
9 Oct 2025
The ECB still on a suicidal strategy: bearing on investment strategy
6 Oct 2025
Are we sure the shutdown will have no market impact?
30 Sep 2025
Chinese equity market: reduce position but remain bullish Tech
24 Sep 2025
Economic and political situation in France
23 Sep 2025
France: Decadence rhymes with Depression
17 Sep 2025
Gold, silver and gold miners: Again and again?
5 Sep 2025
What happens when the Fed starts to cut rates again after a pause?
2 Sep 2025
A French political comedy (contd.)
26 Aug 2025
After Anchorage and Washington - impact on investment strategy
15 Jul 2025
Trump is not so TACO after all: tariffs back on the agenda
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