jfo496Apr 1, 2020EquitiesRisk assets sell-off—Is the worse behind us?Since the third week of March (early in the 4th week in the US), Equity markets and more generally risk assets have started to bounce....
jfo496Mar 2, 2020EquitiesThe Coronavirus rout and the outperformance of Defensive assetsTalk about a “Black Swan!”, the Coronavirus certainly qualifies. Risk assets have sold-off so quickly that the whole rally... Read Full...
jfo496Feb 3, 2020EquitiesCoronavirus FearThe Coronavirus comes as a typical Black Swan in an environment where equity markets had been riding the liquidity wave and are now...
jfo496Nov 1, 2019EquitiesAs the wall of worry dissipates, Equities should continue to riseDuring October, following a Summer of high level consolidation, Equity markets broke out to the upside once again. Since April, they had...