Rising interest, bear market
Now we begin to see the consequences of cheap money We are currently in a…
Opinion
Illusions that you believe that the stock market will rise
The stock market will go down again in my opinion. For a few days the…
The investor who anticipated the return of inflation now sees a paradigm shift in the economy
After years (decades) of price stability and little change in prevailing trends in the economy…
A financial black hole is sucking in central banks
Nothing can escape the gravitational pull of zero rates, and monetary policy will soon swing…
The Fed Trembles at the Buffett of the 1980s: “Inflation is a Giant Corporate Worm”
Consumer Price Index (CPI) has stood at 4.2%, its highest level in thirteen years. Inflation…
The commodity supercycle has its ghostbusters in central banks
The arrival of an uptrend is contemplated that can last decades The last year has…
Rising inflation condemns European economies to stagnation
Industrial prices rise at the fastest pace since January 2006 The upward trajectory of prices,…
‘Reflation trade’ and inflation, consequences and meaning
Reflationary trades tend to involve assets exposed to faster economic growth, price pressures and higher yields. It…
The ‘new oil’ is shaped like a chip and puts the world economy in the hands of just two countries
Taiwan and Korea produce 83% of all processor chips Back in the 70s and 80s,…
Trump Legacy
After President Trump comes Biden Now that Donald Trump is no longer president, it is…
Spain, a very weakened country
Spain was the European country that destroyed the most jobs in the first half of…
What President Joe Biden Must Solve
Joe Biden elected president of the United States. Trump’s victory four years ago took everyone…