This year of market buoyancy is making investors uneasy. It isn’t only because prices are rising—it’s because they often rise faster than conviction. When central bankers express discomfort, when seasoned macro thinkers warn of bubble dynamics, and when geopolitics increasingly weaponizes currencies and capital flows, investors feel the irresistible urge to respond. But as Buffett reminds […]
Tag: finance
Staying the Course Amidst Noise The financial world is entering yet another phase of turbulence. The headlines of this quarter revolve around three major forces: uncertainty around the US dollar, the escalation of new global conflicts, and the relentless march of artificial intelligence. Each has the potential to unsettle markets, but none should deter investors […]
Contrarian investing, valuation
Pour notre dernière revue annuelle, nous examinons les points de vue éclairés de trois investisseurs de référence : un contrarian provocateur, un global macro et un investisseur « value » : À la recherche de valeur dans un contexte de prix élevés des actifs Dans son rapport « Gloom Boom Doom », l’anticonformiste provocateur Marc […]
For our last yearly review, we look at insightful perspectives from three reference investors: a provocative contrarian, a global macro and a value investor: Searching for Value Amidst High Asset Prices The provocative contrarian Marc Faber, in his Gloom Boom Doom report, raises critical questions about the sustainability of current asset valuations. He highlights a growing dichotomy […]
For this final update of the year, we take a look at the risks from a global macro perspective, a more detailed evaluation at the currency and equity situation in Asia, and finish with some thoughts on possible entry points for self-made and serious equity investors. Risks and caution in 2024 Will 2024 offer a […]
Guide Finances 