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Oil should retrace during October, before it resumes its uptrend towards year-end
Following their retracement down from the Spring, China and Industrial metals have been moving up since May. They have led Oil, which has...
jfo496
Oct 4, 2017


Expect a rebound on equities in September and further weakness into October
The current August market correction is probably coming to an end over the next week or so. We see it as a potential by the dips...
jfo496
Oct 4, 2017


Risk Assets could see a Dip in August and it should be bought
We expect some consolidation into August for Equities. Indeed, Risk/Reward seems momentarily stretched on the S&P500 Index, while the...
jfo496
Aug 2, 2017


Summer rotation expected as Growth and Defensives handover to Cyclicals and Financials
Since reflation trades topped out between December and February, Cyclical sectors and Financials have underperformed. During this...
jfo496
Jul 3, 2017


Euro strength will return towards year-end
The Euro could take a Summer break, yet it remains in an uptrend towards year-end...
jfo496
Jun 8, 2017


The parabolic acceleration of Bitcoin prices
The price of Bitcoins has risen more than tenfold since it bottomed in February 2015. Such a parabolic move can be compared to the rise...
jfo496
May 23, 2017


Gold, a reflationary asset with a defensive bias
The rapid rise in interest rates during H2 2016 and the concomitant fall of Gold prices did bring back memories of the 2012 -2013...
jfo496
May 1, 2017


UBS et Crédit Suisse au coude à coude
Le deux grandes banques sont à nouveau au coude à coude. Leurs cours oscillent sous la barre des CHF 16 depuis deux mois (entre 15 et 16...
jfo496
Apr 6, 2017


No Linear Uptrend for Oil (IFTA March 2017)
Crude oil’s range-bound price may not stay that way very long—expect prices to trade lower until mid-year
jfo496
Mar 24, 2017


Winners and Finalists | 2017 BEST SPECIALIST RESEARCH
The Technical Analyst is proud to present its 2017 awards to celebrate the best in technical analysis and trading software. BEST...
jfo496
Mar 7, 2017




EUR/USD – toujours sous-pression pour l’instant
Quand nous écrivions il y a un mois, l’accord d’Alger de l’OPEP n’était pas encore acquis. Nous pensions alors que le pétrole devait...
jfo496
Nov 1, 2016
Possible Market Timing in the run-up to the US election and year end
At our recent lunch presentation to the GSCGI mid September, we presented our reflationary scenario for the next 12 to 18 months. Read...
jfo496
Oct 3, 2016
Reflation, or the effect of a cyclical upturn into 2017
GSCGI lunch, 16th September 2016 presentation Read more...
jfo496
Sep 16, 2016
Focus on Reflation, Cyclicals and Value ( The IFTA Update September 2016 newslette
Introduction When we first presented our reflation scenario back in mid-April of this year, doomsayers were still very much predominant....
jfo496
Sep 6, 2016
jfo496
Apr 19, 2016
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Apr 19, 2016
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Apr 6, 2016
jfo496
Sep 9, 2011
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