Latest News

Equities. “You can do it”

Date: 2 May, 2019

It did it. The S&P 500 broke out its resistance and is entering into new territory; the S&P 500 has. . . . Read More

“The race to 5G is a race America must win.”

Date: 29 April, 2019

Trump said : "It's race that we will win". We set up a new basket on the 5G theme, again focused. . . . Read More

TV streaming is boiling

Date: 18 April, 2019

Friday, the share price of Disney rose by 11.5% and that of Netflix fell by 4.5%. Disney+, Disney's streaming TV,. . . . Read More

The worst season of earnings publication for three years begins

Date: 11 April, 2019

Factset has revised downward the decline in profits of the S&P 500 from -3.7% to -4.2% for the first quarter. . . . Read More

The drivers of US yields’ collapse  are vanishing

Date: 4 April, 2019

There has always been a close negative correlation between manufacturing PMI and the US 10-year yield as the Treasury has. . . . Read More