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Time in the (bull) market versus timing the (bull) market
30/09/2025
2 min
David Einhorn recently warned about the valuation levels reached by the markets, particularly in the artificial intelligence sector. During a panel discussion held last Thursday at the New York Stock Exchange, he warned of the extreme level of spending on AI-r ...
Top articles
« Data-dependence » leads to overreaction
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By abandoning forward guidance in favor of a resolutely "data-dependent" approach, the FED has chosen to leave investors in the dark, with l ....
"Good news is bad news"
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After the Fed, the BoE and the ECB, the two main European central banks, which held their monetary policy meeting last week, have also made ....
Changes in the market perception
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The time of optimism, which prevailed on the financial markets, seems already far away. Indeed, if last year investors got along rather well ....
The "Quantitative Tightening" fear
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Between the tightening of the Fed's balance sheet (Quantitative Tightening) and the term "anxiety", derived from the Latin angustia (narrow ....
When the seagulls have their feet, it's time to turn!
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While Jerome Powell had long hesitated, during the year 2021, to take the step of monetary tightening, arguing of transitory inflation and a ....
The glass is definitely half full
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Regardless of the variant, be it Delta or Omicron, inflation and monetary tightening ahead, financial markets have been (and remain) staunch ....
Everything is under control ...
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The end of this year clap is fast approaching and topical issues have not, for the moment, really changed, namely Covid and inflation (as we ....