Portfolio Watch: Surfing the Boomer Wave
Hello everyone and welcome back for our weekly Portfolio Watch!We have had a great week here with our book as we have switched exposure from US...
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Weekly Market Monitor - Week 21 - Embracing the AI Boom
The AI Boom is real but also poses two big challenges for investors. Also real is the likelihood of another credit event now that bond yields are...
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Weekly Market Monitor - Week 19 Macro Momentum Is Fading, but Market Momentum Is Building.
Macro Momentum is fading, but market Momentum is building. Even though the outlook for Equities is challenging, markets couldn't care less currently.
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Spoiler Alert: Global Macro Data Is Tilting the Wrong Way
The latest round of data shows Macro Momentum is fading, something that equity markets and other risky assets are not pricing currently.
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Quiddity Leaderboard-DAX Jun 23: SMA Solar, Hochtief, Adtran, Aroundtown
Deutsche Lufthansa AG needs its average share price in the reference period to be around 7% higher than the current price (i.e. average price...
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