by admin | Dec 19, 2020
Retail Sales not good in November… December, with lockdowns, curfews, and other restrictions, will not be as good as expected… January will just be horrible… As mentioned to our subscribers this morning, December 24 and January 5 could be tough...
by admin | Dec 19, 2020
Interesting times, when we are asking who is leading what???? Share...
by admin | Dec 18, 2020
Our Global 5G thematic carries 40% of Chinese stocks, why? Read this! Share...
by admin | Dec 18, 2020
A very very good article! Rush on it before the correction of the NASDAQ… ESG doesn’t mean overperformance for ever… Share...
by admin | Dec 18, 2020
In our Global Macro Insight of today : – It doesn’t seem to worry anyone that leverage, represented by the Debt / Net Income ratio, is at an all-time high since 1986 and 12 percentage points above the 2008 record, while credit spreads are lowest (cf. the...
