Wealth and Investing
When are stock markets expensive or cheap?
The determinants of long-term stock market returns: the PER or even better the PE CAPE Schiller, the equity risk premium...
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Oil & Investments Part 3: Oil dependencies and the effects of the war in Ukraine
World oil trade The impacts of the war in Ukraine In a previous article we saw global oil supply and...
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Oil & Investments Part 2: Global Oil Supply and Demand
Global oil supply: OPEC+ and other producers Global oil demand: developed countries versus emerging countries The evolution of energy intensity...
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Oil & Investments Part 1: Oil Shocks and Recessions
The recent rise in the price of oil The relationship between oil price shocks and economic recessions The transmission channels...
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Financial Markets Outlook 2Q22: The risks of inflation, rising interest rates, the war in Ukraine, and the FED response
Stock markets and bonds fall 5% in the 1rst quarter and are volatile, with the risks of high inflation, rising...
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How to act in the inflationary and interest rate increase context?
We are currently facing a scenario of rising interest rates in response to an increase in the annual inflation rate...
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The reaction of financial markets to geopolitical risks
The track record of the impacts of geopolitical risks on financial markets The economic and financial impacts of the Ukraine...
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The prospects of the stock market in the face of the FED’s actions in the current inflation context
The effects of the increase in official and long-term interest rates on the stock markets However, studies do not show...
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The best investments in the 4 stages of the economic cycles and diversification
The investment watch marks the investments that benefit the most depending on the stage of the economic cycle The profitability...
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The most profitable stocks in the long run
The best performing stocks of the S&P 500 in the last 30 years The best US performing stocks in the...
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