Obs: if you click on the charts you get a wide picture I like to use the PRING Inflation and Deflation index. Deflation-sensitive stocks include industry groups such as banks, insurers utilities and so forth. These equities tend to outperform when economic conditions are either weak or in the early phase...
The first time I really heard about Ukraine was in 1986 during the Chernobyl nuclear incident. Holodomor or "Terror Famine" was the other event I read about while at school. Since then, many things took place and the impression left is that Ukraine is "famous" for negative and dramatic...
The unprecedent COVID fiscal impulses are behind the hot "flation" debate. Expectations are getting more anchored which is, in my view, the principal headache for the FED. Google Trend provides us with a good "anxiety" snaphot of the situation. Bear in mind that inflation is a lagging indicator and...
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...
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...
With a population of about 8 millions, does Hong Kong really matter to the world? For a while the democratic world hoped that Hong Kong could represent a kind of hybrid model for China. However, the PCC does not accept anything which could challenge its authority. In the blink of...
