All bullish and ready to go! Maybe even gold ? Major inflection point at hand Our new thesis on where to allocate funds next and so much more
Macro Close-ups Should Be Our Middle Name.
In a world of information overload, we offer you tactical approaches to simplify and enhance your investment style.
Our works are derived from proprietary monetary-based models. You buy as you go and pay only for what you need.
Fear Induced Response Provides A New PlaybookBy Yves, September 11, 2014
Compelling Bargains Thanks To GeopoliticsBy Yves, August 13, 2014
What will be the real driver of Russian equities? A new agriculture buy ! non consensus view of the euro, time to rebalance some Chinese winners
Animal Spirits Or Fundamentals?By Yves, July 24, 2014
Find out which market is in a new lasting bull market? How to play the coming food inflation ? Why do we sell this winner for 27% gains in the 1st half ? and much more
What Bubble?By Yves, July 10, 2014
Are stocks about to drop? What we look for, A new exciting Frontier buy, which way for oil? a high priced market to short and much more
Shifting Viewpoints Will Increase VolatilityBy Yves, July 1, 2014
the calm before the storm ? sources that will create volatility, a familiar winner back on the buy side, historic parallel of higher risk and more
Are You Tempted To Buy Gold?By Yves, June 20, 2014
one of our best behavioral analysis of short term gold sentiment