Market Viewpoints

US election 2020: Will Trump do a Truman?

“When the winds of change blow, some people build walls and others build windmills” Unknown Summary In 1948, as the...
Read More
Market Viewpoints

Covid-19 “second wave”?

“It is too difficult to think nobly when one thinks only of earning a living.” -Jean-Jacques Rousseau Summary The number...
Read More
Market Viewpoints

The Stock Market is not the Economy

“Buy when everyone else is selling and hold when everyone else is buying. This is not merely a catchy slogan....
Read More
Market Viewpoints

US presidential transitions are generally a smooth affair, will the next one be as smooth?

“America will never be destroyed from the outside. If we falter and lose our freedoms, it will be because we...
Read More
Market Viewpoints

Is the Franco-German €500 billion Recovery initiative Europe’s “Hamiltonian moment”? Probably not

“A dangerous ambition more often lurks behind the specious mask of zeal for the rights of the people, than under...
Read More
Market Viewpoints

The epidemiologists and their COVID-19 forecasting models: Trust but verify

“If you are filled with pride, then you will have no room for wisdom” - African proverb Summary The difference...
Read More
Market Viewpoints

The global economy is in the ICU; fiscal help is on its way

“’Market timing’ is unappealing to long-term investors. As in hunting deer or fishing for rainbow trout, investors have learned the...
Read More
Market Viewpoints

Sanders, the Pied Piper from Vermont

“More money has been lost trying to anticipate and protect from corrections than actually in them.” - Peter Lynch Summary...
Read More
Market Viewpoints

From the delicate US-China trade deal to the year that will be

“Nurture your mind with great thoughts, for you will never go any higher than you think.” - Benjamin Disraeli, UK...
Read More
1 2 3
Scroll to Top