by Jacques Lemoisson | Oct 10, 2023
Somes extracts : Given the last point, your scribe believes that while condemnations are almost unanimous, most Western countries will do everything possible to prevent the conflict from spreading to other countries. Since the Yom Kippur War and throughout the...
by Jacques Lemoisson | Sep 29, 2023
Some extracts : Yesterday, we noted the “disaster” that was this revision for Q2: instead of the unchanged 1.7% figure of the second estimate of Q2 GDP, the final figure was a disaster of 0.8%, a 9-sigma deviation from estimates… China has no reason...
by Jacques Lemoisson | Sep 28, 2023
Some extracts : We’ll come back to these various points, but first, your scribe will recall his convictions in Global Macro even though the markets no longer have any rules: Duration is the main danger in asset allocation. Markets are increasingly ripe for a...
by Jacques Lemoisson | Jan 2, 2023
Outlook 2023 AN Outlook 2023 FR Share...
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 10, 2021
NASDAQ buyers don’t seem interested in this news. Apple had misjudged demand for both the iPhone 12 Pro and the iPhone 12 mini but who cares and wall street analysts won’t just look in this direction. The mildest estimate was that Apple will cut planned...
