Journal
February 2022
-
Ukraine Crisis
Good Morning Ladies and Gentlemen, The great Wayne Gretzky once said: «I skate to where the puck is going to be, not to where it has been.» U.S. Private Investors Some weeks ago, I pointed out that U.S. private investors’ bullish expectations were on low levels. Guess what? This Wednesday, that number dropped again. The number […]
-
The End of the World does not take place that often
Dear Ladies and Gentlemen, Once again I would like to thank you for all your comments, and as I did answer to Bob, who asked me if I was referring to the «calm» in my last weekly as the calm before the storm, I, unfortunately, do not know. How should I? I cannot foresee the […]
January 2022
-
Calm
Dear Ladies and Gentlemen, Many thanks for your feedback on my last weekly mail. I received many messages from concerned investors and emails from “opportunity hunters” as well, happy to buy into stocks that were trading on unattractive price levels for a long time and that suddenly seem attractive after the recent correction. Stats It is always […]
-
From Enlightenment to Radiation
Dear Ladies and Gentlemen The other day I read: «the transition from enlightenment to radiation is probably fluid». What to expect in 2022 Most of the time, most forecasters are exceptionally wrong! This is why I do not want to forecast what may happen in 2022. I just hate to be mistaken with all my […]