Market Viewpoints

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...
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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...
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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...
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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...
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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...
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