The Aftermath Of The French Elections: Revisiting Investment Plays

The market atmosphere is changing. The French election brought an end to another chapter of the European saga. It is time to reevaluate my investment plays. Most companies I own have good perspectives for future growth, but I don’t mind reducing positions in 2 or 3 stocks, especially, if they might face macro headwinds. Additionally,… Read More The Aftermath Of The French Elections: Revisiting Investment Plays

A trendless market is a treacherous one: Market Outlook

The current market lacks conviction but there is a slightly positive bias under way. Right now, it might sustain the current trend or be disrupted by some negative development. We analyze both cases and try to adapt our portfolio to further developments. [Picture by Pete Bellis] At this point into 2016, the uncertainty is so huge that trying to outguess the… Read More A trendless market is a treacherous one: Market Outlook

Recipe For Gold Alchemy: The Venture Capital Boom And Bust, China And Brexit

Summary The zero interest rate era generated low demand on this asset class. The end in QE3 followed by the problems in China and the bust in oil price decreased investors’ appetite for the US stock market. Naturally, capital flowed to more interesting opportunities. Venture capital was among them. Several dynamics are now simultaneously at… Read More Recipe For Gold Alchemy: The Venture Capital Boom And Bust, China And Brexit