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Tag: chart of the month
Chart of the Month – Medical technology: it’s good for your wealth.
Medical technology: it’s good for your wealth. Remember Grand Master Flash and the Furious Five’s lyrics in “The Message” in 1982? They pushed that girl in front of the train, took her to the doctor, sewed the arm on again, stabbed that man right in his heart, gave him a…
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Chart of the Month – An interesting way to play China.
An interesting way to play China. Since the emergence of the COVID-19 we are talking less about yellow fever. But during July, Chinese markets were at the epicenter of the attention of investors. Because of the Chinese government’s regulation crackdown, the MSCI China Index lost -14.3%. Some sectors were materially…
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Chart of the Month – An interesting way to play China.
An interesting way to play China. Since the emergence of the COVID-19 we are talking less about yellow fever. But during July, Chinese markets were at the epicenter of the attention of investors. Because of the Chinese government’s regulation crackdown, the MSCI China Index lost -14.3%. Some sectors were materially…
READ MORE
Chart of the Month – An interesting way to play China.
An interesting way to play China. Since the emergence of the COVID-19 we are talking less about yellow fever. But during July, Chinese markets were at the epicenter of the attention of investors. Because of the Chinese government’s regulation crackdown, the MSCI China Index lost -14.3%. Some sectors were materially…
READ MORE
Chart of the Month – From carbon to silicon. The case to invest in semiconductors.
From carbon to silicon. The case to invest in semiconductors. With the climate change, there is a huge trend to decrease the use of fossil fuels, whose main component is carbon. By chance, in the famous periodic table, silicon is just below carbon, and silicon is the main component of…
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Chart of the Month – From carbon to silicon. The case to invest in semiconductors.
From carbon to silicon. The case to invest in semiconductors. With the climate change, there is a huge trend to decrease the use of fossil fuels, whose main component is carbon. By chance, in the famous periodic table, silicon is just below carbon, and silicon is the main component of…
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Chart of the Month – In Pursuit Of Looking Sharpe
In Pursuit Of Looking Sharpe Many readers will remember the golden decade of hedge funds (the 1990s) that ended with the publication of “In Search of Alpha – Investing in Hedge Funds” the first of a series by the infamous Alexander Ineichen of UBS (a training manual for the latest…
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Chart of the Month – Jump on the bandwagon of digitalisation
Jump on the bandwagon of digitalisation The health crisis has led to the acceleration of an already fast-growing trend: digitalisation. It is already demonstrating its ability to transform the global economy and is now a promising investment. But what does “digitalisation” mean? In its most basic form, it is probably…
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Chart of the Month – Interest Rate vs Equity “Fear”: Two different worlds
Interest Rate vs Equity "Fear": Two different worlds SRVIX vs VIX "gap" is once again getting very extreme. The current gap has been mentioned during multiple conversations with HF managers recently. They also confirmed that equities are not realizing much volatility nor is much "exogenous" risk being priced in for…
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Chart of the Month – The mystery of stock prices falling despite earnings increasing
The mystery of stock prices falling despite earnings increasing “Millions saw the apple fall, but Newton asked why.” Bernard Baruch Apple and Nestlé, among many popular large-cap stocks did not perform well since September 2020, despite a rising broad market and favorable earnings releases. Between September 2020 and February 2021,…
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