In 2019, I wrote my first book. My opinion was generally misunderstood at the time, but economic cycles repeat themselves and recent events have confirmed my initial scenario. I estimated…

We have just closed all long & short positions in the equity portfolios. Very high risk of sharp falls by March 2023, according to our leading indicators.Positions sold today 2023.02.02

The prolonged La Niña phenomenon, which has affected temperatures and precipitation and exacerbated droughts and floods in various parts of the world, is likely to continue at least through August…

Le rapport annuel de la Banque des règlements internationaux (BRI), parfois appellée la "banque centrale des banques centrales" a été publié dimanche, et comme on pouvait s’y attendre, son analyse…