We sure do not want to spoil the party but it sure takes quite a leap of faith to believe that the ongoing #equity rally will be more...

What an amazing view we had for the 14th Richmond Finance Summit at the Beau-Rivage Palace Lausanne ! 2 highly qualitative days dedicated...

Markets in 3 takeaways: 1) In our previous wrap (opus 6 Evil dead...cat bounce) posted on August 29th and which, incidentally, reads...

August was very much a tale of two stories across financial markets in August: the first two weeks were a simple continuation of the...

Markets in 3 takeaways: 1/ The cat that kept frenziedly bouncing throughout the summer was brought on Friday afternoon in a desperate...

With the benefit of hindsight, July could probably be best described as a #truce in the #bearmarket. The term truce is more relevant in...

The graph below is sheer Beauty... More than a graph, a GORGEOUS picture...Hokusai-style. Perfect wave structure: point break, collapsing...

Halfway through the most challenging vintage for #assetmanagement in decades, our overall positioning (more or less underweight / short...

#Markets in 3 takeaways: 1/ After a spell of sheer despair, some kind of feelgood factor has crept back into risk #assets somehow. Quite...