Tag Archive: France

Ad Hoc Commentary – calling the S&P500 bluff

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Now that our favorite S&P500 had closed above 2000 for the first time ever, yours truly is calling it bluff. Yes, we had been saying all these while that long term it is… Continue reading

Ad Hoc Commentary – time to get off again?

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So far, selling in May and coming back in Jun had been relatively good. Our favorite S&P500 hit new highs overnight and it seems that this bunny is not going to stop. Of… Continue reading

Ad Hoc Commentary – the European Franco-German core has virtually no Keynesian capacity

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Greece successfully returned to the global capital markets yesterday and sent some Eurozone government yields tumbling to record lows. Yours truly maintains our prediction at the beginning of the year: “…the European sovereign… Continue reading