by Jacques Lemoisson | Mar 27, 2021
This is not a surprise! Just the expected end of a setup that never changes its approach keeping all mathematical methodologies worthy of the dinosaur age… The company’s 130 global analysts will stay focused on the most popular funds… They currently...
by Jacques Lemoisson | Mar 21, 2021
Regulator forces ConocoPhillips and Occidental to hold shareholder votes on emissions targets… The SEC denied requests from both ConocoPhillips and Occidental Petroleum to throw out shareholder motions that would force them to lay out detailed plans for cutting...
by Jacques Lemoisson | Mar 20, 2021
As mentioned in my previous Global Macro Insight, markets have three Damocles swords over their heads: Short Dollar, Short Volatility, and Long US 10Y… Our positioning has been long dollar since the beginning of the year. Now, the short dollar is imploding. I am...
by Jacques Lemoisson | Mar 19, 2021
This report validated our approach, illustrated by the process applied to our China Decarbonization 2060 thematic. Our approach is dictated by the costs before to selected the right investable assets. The European Central Bank has identified “a major source of...
by Jacques Lemoisson | Mar 13, 2021
As mentioned previously, Taïwan is one of the hottest geopolitical spots in the world. Hong Kong is also in this category after G7 expresses ‘grave concerns’ over electoral changes. We could unzoom and consider all the China Sea as the worrying...
