Crypto Currencies

November 2021

July 2021

Under the hood and Bubble Spotting

I have highlighted in previous posts that the diversification rule has been a drag to any investor, in particular to Non-US Investors.  Since the GFC  2009 March low, the Nasdaq (QQQ etf) is the best performer of the world. (Red line is Nasdaq 100 vs total world with a...

December 2020

macro view

Delicate Equilibrium

The two charts are a just an illustration over time of  how  I best view  the principal driving forces behind the markets. What matters here, are the proportions and their  respective empirical evolution.  It varies  countries from countries but since we all use the same monetary/economic system, the trip is...

November 2020

princes

Resetting the Reset.

COVID 19 has exposed many weaknesses of our system. Mainstreet awareness that things are not working the way it should be, is increasing fast and the clock is ticking. In SGG’s approach, I highlight one question “Do Central Banks have such unlimited power without unintended consequences? In Princes of the...