Wealth and Investing
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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Investing in secular stocks: P2 – Defining the universe of companies in the crosshairs
#1 Core investment portfolio and satellite investment portfolio #2 Long-term investment and average annual profitability target of 1.5 to 2...
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There are stock lists for all tastes, but only one list for each investor
The stocks that were most valued The most popular stocks Analysts' favorite stocks The stocks owned by the billionaires The...
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