Some extracts
- Looking back at Friday’s session, it was one of the best days on record for our GTO (+1.6%)
- “We’re not safe from a surprise, so many of the employment figures are revised and skewed.” (GMI 06/10/2023). When your scribe wrote these words on Friday morning, he had no idea of the extent of the surprise…
- Gramsci’s quote has never been more accurate. It doesn’t just apply to the economy if we are to believe the impressive scores of the AFD (Germany’s far-right) in this weekend’s two regional elections: “The old world is dying, the new is slow to appear, and it is in this chiaroscuro that monsters emerge.” …
- The Hamas attack on Israel had a stunning effect, and your scribe highlights three issues without getting into politics: …
- This war may, therefore, take an international turn, but your scribe believes that, as in Ukraine, many countries will adopt a “neutral” stance and let the Americans support Israel directly.
- This event overshadowed the conflict in Ukraine and the visit of the US bipartisan commission to Beijing…
- As long as the VIX doesn’t rise above 20, there’s no need …
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