05.10.2022

Commodity prices to decline

A global recession will likely push the yoy change in commodity prices
into negative territory as we enter 2023.

More articles

20.05.2023

Will AI save the Nasdaq ?

The Nasdaq100 Index is currently expensive on a Free Cash Flow basis (only 2.68% while Fed Fund rates are at 5.25%).

Read more
20.05.2023

Nvidia reaches 1 trillion market cap

Nvidia's GPUs are extremely powerful, as are the Buzzwords the company uses to reach a 1 trillion market cap with less than 26 billions in sales for the last 12 months.

Read more
08.03.2023

US Small Caps? No, thank you!

The risk/reward in US Small caps is not compelling at this level

READ MORE
08.02.2023

China Reopening

MSCI China TR Index vs. S&P500 TR Index

Read more
04.01.2023

China Reopening

Positive caralysts

1. Valuation remains cheap despite recent recovery

2. Investors have been significantly underweight China

 

Read more
07.09.2022

Euro IG yield exceeds Stoxx

For the first time since 2011, The yield in Euro IG has now topped the Stoxx 600 dividend yield.

Read more
Back