Bye-bye 2020!!!
As 2020 fades into history, it will not be a year that is soon forgotten.
Pandemic Conundrum Part 2
As usual, there are lies, damn lies and statistics.
Pandemic Conundrum
As the coronavirus dominates the news 24/7, most investors wonder whether markets are disconnected from the reality of what they hear and read in the mainstream media.
“When the Time Comes to Buy, You Won’t Want To” (Doug Kass)
It only took a little virus to put an end to the “flawless decade long” bull market. Then, we realized how connected the whole world is thanks to the globalization of trade, communications and transport. Countries started imposing travel restrictions, lockdowns to contain the spreading of the disease. WHAT DO WE KNOW? Regarding the status […]
What a year 2019 was!
A congruence of factors led to low inflation and low interest rates, which in turn allowed for modest economic growth without imbalances.
The Unintended Consequences of Negative Interest Rates
Although the negative interest rate environment (NIRE) is a fact of life currently in Europe and Japan, it has not come to North America for now, or should we say “yet”.
What year is this?
It seems to us that profitless companies seem to be back in vogue.