Markets/financial products – Do we really need to mention this?
You don’t need our insight to realise this, but for the sake of clarity: it’s time to stay away from the financial markets. The strength of the evidence for this says a lot about the psychology of investors and its outlook for the market. Don’t be tempted by the rhetoric: ‘With the market so low, it’s time to come back; it can’t go any lower!’ Firstly, it may go down even further and, secondly, the hypothesis of a paradigm shift that we have been constantly defending for the past 18 months prevents us from betting on a recovery of the same system after the storm.
Gold/Silver/Diamonds – Beware of what seems obvious…
Reduced mobility, the tourism crisis, the green economy, dematerialisation of the economy, Euroland, digitalisation of central bank currencies, a radical reform of the international financial system, disruption of the European [...]
Wars have undoubtedly generated plagues. But do plagues generate wars? From a systemic point of view, the pandemic should be enough to seal the fate of the old system, inaugurate [...]
2019 was a bumper year for US stocks and, while much of Europe and the Far East faced tougher growth conditions brought on by more local concerns (Brexit, Hong-Kong etc.), [...]