Actualités
Rare Earths and Sino-American Tensions : The Awakening of "Trump's Krakatoa"?
17/10/2025
2 min
Marked by significant market volatility, last week ended with Donald Trump's angry outcry. The S&P 500 fell 2.71% last Friday, and the Nasdaq 3.56%, their largest one-day decline since April. Breaking the truce agreed in the spring, the Sino-American stand ...
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Rare Earths and Sino-American Tensions : The Awakening of "Trump's Krakatoa"?
17/10/2025
Marked by significant market volatility, last week ended with Donald Trump's angry outcry. The S&P 500 fell 2.71% last Friday, and the N ....
Time in the (bull) market versus timing the (bull) market
30/09/2025
David Einhorn recently warned about the valuation levels reached by the markets, particularly in the artificial intelligence sector. During ....
From MAGA to VUCA, thank you Miran!
23/04/2025
"There can be a slowdown of the economy unless Mr. Too Late, a major loser, lowers interest rates now." While his trade war has generated a ....
"Trumpology"... Socrates is a cat
09/04/2025
In game theory, the prisoner's dilemma illustrates how two individuals, normally perfectly rational, acting according to their own interests ....
Dolos, Nero… Donald Trump, slayer but savior of Europe?
11/03/2025
Donald Trump will have succeeded in a few days in what most European countries have been calling for for over a decade now: to remove the Ge ....
The Thucydides Trap
12/02/2025
While last week began with concern over Donald Trump's announcements on customs tariffs, the markets were finally able to absorb these tensi ....
A start to the lunar year!
14/02/2024
Equity and bond markets can, at certain times, and this is currently the case, send contradictory signals. We have already been able to expl ....
Man is the measure of all things
18/01/2024
The most anticipated macroeconomic data of last week, American inflation came out slightly above expectations without this unduly disrupting ....
Omicron does not know the truce of Christmas
27/12/2021
Optimism is usually part of the festive season. However, it should be kept in mind that Omicron knows no truce and the coming weeks will be ....