by Jacques Lemoisson | Oct 10, 2023
Some extracts Your scribe insists we are only in the Great Normalization of our Western economies. After years of dependence on central bank liquidity, making a monkey able to build an asset allocation … It’s not the “why,” as Powell has...
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 | Apr 2, 2021
ARK will launch ARKX the Space Exploration & Innovation ETF… I am an aerospace engineer and I was really shocked (but not surprised) regarding the stock selection… I ticked in red the – First, this ETF is a kind of Russian doll. The second weight...
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 | Feb 28, 2021
We are proud to announce two new partners in alternative investments: ACE&Cie for the Private Equity and Mikro Kapital for the Micro-Finance/EMTN ACE & Company is a global investment management platform with total assets of over $1bn across three investment...
