The Tech Summit Push

Romain/ juillet 21, 2020/ Finance/ 14 comments

In mountaineering, the death zone refers to altitudes above a certain point where the amount of oxygen is not sufficient to sustain human life for an extended life span. In finance, the death zone could be defined as euphoric market

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The Fed Put Narrative Era

Romain/ juillet 9, 2020/ Finance, Swarm/ 0 comments

For years, I have heard fund managers and economists claiming that “a financial crisis is unlikely as long as central banks intervene”. This postulate has been the foundation of the well-known “Fed put”. Stocks should only go up thanks to

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Never Bet Against Nature

Romain/ juin 19, 2020/ Finance, Swarm/ 2 comments

“We have control over when, how, and where to plant a seed. Not over what it will become”. Mokokoma Mokhonoana   There is nothing new here, but humankind has always suffered from anthropocentrism. If we refer to the Wikipedia page,

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Ground Control to Major Musk

Romain/ juin 12, 2020/ Finance, Tech/ 0 comments

While there have been passionate debates about Tesla’s valuation during the past quarters, an unlikely company named Nikola has recently caught the attention of the financial industry. Especially because of Robinhood traders who seem to compete everyday for the craziest

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One Flew Over the Cuckoo’s Nest

Romain/ juin 9, 2020/ Finance/ 0 comments

After the huge equity rally of the past two months, more than 40% of the S&P 500 constituents now display relative strength indices (RSI) above 70. Meanwhile, American retail investors are rushing into shares of bankrupt companies like Hertz or

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Is It Really the End of Capitalism?

Romain/ mai 27, 2020/ Finance, General/ 0 comments

In April, the Federal Reserve made a stunning announcement, saying that they would start to buy high yield ETFs. Many commentators reacted to Fed’s decision claiming that “capitalism is dead”. This is actually a very interesting debate. Is capitalism on

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Power Trio

Romain/ mai 12, 2020/ Finance/ 0 comments

I have a deep respect for people like Sven Henrich, founder of Northmantrader.com, who has been warning investors for years against the dangers of excessive greed. Last week, Sven debated with Guy Adami and Dan Nathan, both from CNBC Fast

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Casino

Romain/ avril 30, 2020/ Finance/ 2 comments

This is not investing. This is gambling. US stock market has become a giant speculative field. Within a few weeks, sentiment has moved from “extreme fear” to “extreme greed”, and it does not sound too good anyway. In March, official

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