Earnings (so far): good or bad?
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
- Jan 27, 2023
- 4 min
Economic outlook vs stock prices
- Jan 23, 2023
- 2 min
FAMAG (+TSLA) quarterly earnings: everything you need to know
- Jan 5, 2023
- 3 min
My 2023 year-end guesses
- Dec 31, 2022
- 3 min
WEEKLY: Damn glad that's over!
- Dec 22, 2022
- 10 min
Predicting stock prices: 2023
- Dec 12, 2022
- 2 min
The Fed, Bank of England and ECB: monetary policy decisions
- Nov 8, 2022
- 7 min
Windfall taxes are a stupid idea
- Oct 4, 2022
- 5 min
Fine wine – an alternative asset for all seasons
- Sep 22, 2022
- 6 min
Tesla: as resilient as ever
- Sep 20, 2022
- 3 min
3,200? Possible but I hope not!
- Aug 30, 2022
- 9 min
Revisiting Saudi Aramco
- Aug 23, 2022
- 6 min
The Federal Reserve's balance sheet
- Jul 20, 2022
- 11 min
Is the Crypto winter over?
- Jun 7, 2022
- 8 min
2022 so far: not a year to remember for investors!
- May 10, 2022
- 14 min
The Federal Reserve and the Decade of 2010-2020
- Mar 17, 2022
- 8 min
Will the US dollar remain the global reserve currency?