Slow food for thought

Insights and research on global events shaping the markets

The firm from Cupertino has made further progress towards integrating a blood glucose meter into its Apple watch.

In the United States, where student debt is skyrocketing, some academics are opting for a financial advance in exchange for a percentage of their future salary for several years. This alternative investment can provide healthy returns to qualified investors.

2022 was the worst year for global equity markets since 2008 while January was the best month for stocks since 1987. Investor sentiment has thus shifted and there are a few rationales for this.

The notion of sustainable competitive advantage, put forward by Warren Buffet, is at the heart of fundamental analysis. Here is an overview.

Since November 1, Chinese equities have risen dramatically. Many macroeconomic and fundamental factors suggest that this rise could be sustained.

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03/02/2023

The U.S. federal government has reached its debt ceiling. In the wake of this, the cost of insuring against a U.S. default has jumped. Can the U.S. actually default? With what consequences for the markets?

The artificial intelligence lab that developed ChatGPT is now valued at $29 billion. How does OpenAI generate revenue? What is its business model?

2023 started with a mirror image of the trends that prevailed last year: the US dollar is weakening, bond yields are falling and stocks are rising. Are we witnessing a classical positive seasonal effect or is the improving sentiment a reflection of a macroeconomic and fundamental outlook improvement?

In weightlifting, weights are loaded at opposite ends of the bar. In the investment world, it is also possible to focus on the two ends of the risk scale and avoid the “boring middle”.

Time for a retrospective on our main 2022 calls: what worked, and what has not -yet!- worked.

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12/01/2023

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