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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.
15 Jul 2025
Trump is not so TACO after all: tariffs back on the agenda
8 Jul 2025
What strategy with the strong euro?
1 Jul 2025
Overweighting Small caps in Europe: should we continue?
23 Jun 2025
Operation Rising Lion 10 days in
17 Jun 2025
Israel/Iran: what should we do?
9 Jun 2025
Section 899: danger?
3 Jun 2025
Tariffs: where are we heading?
26 May 2025
Is it really the end of American exceptionalism?
20 May 2025
Equities: eight bearish arguments and three bullish ones
13 May 2025
Simple question: where will the S&P 500 be in three months?
29 Apr 2025
What about Chinese equities?
24 Apr 2025
Trump and Powell: one controversy too far ?
7 Apr 2025
Liberation Day and asset allocation
2 Apr 2025
France: Still 2 years left before the presidential elections…
1 Apr 2025
Gold: should we continue to increase positions?
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