Newsletter
Newsletter #15: Between relaxation and uncertainty – recovery with reservations
Welcome to the fifteenth edition of this newsletter, dear readers! At the beginning of this week, the S&P 500 continued to be punished by tariff threats and briefly fell below 5,000 points...
Newsletter #14: Markets in turmoil – volatility, tariffs, and fears of recession
Welcome to the fourteenth edition of this newsletter, dear readers! The market continues to correct, and structurally speaking, there is no end in sight for the time being. We have in the S&P 500 on...
Newsletter #13: Fear dominates the market, volatility at red alert level
Welcome to the thirteenth edition of this newsletter, dear readers! For six weeks now, the American stock market has been undergoing a medium-term correction, and this seems to have been the case since Friday at the latest...
Newsletter #12: Volatility is easing, but the correction is not over yet
Welcome to the twelfth edition of this newsletter, dear readers! The American stock market has been undergoing a medium-term correction for five weeks now, and there seems to be no end in sight...
Newsletter #11: Volatility is back
Welcome to the twenty-third edition of our newsletter, dear readers! During my travels, the American stock market slipped into a sharp medium-term correction, with sections of the bear market...
Newsletter #10: $500 billion in special assets
Welcome to the tenth edition of our newsletter, dear readers! As usual, we'll dive right into this week's MACRO topics with the... Headline of the week: $500 billion in special assets...
Newsletter #9: Risk-off confirmed NVIDIA fails to rescue the market
Welcome to the ninth edition of our newsletter, dear readers! Bom Dia, sunny greetings from Rio de Janeiro! ...and that after the rather uneventful NVIDIA earnings, which only came out on...
Newsletter #8: Weak consumers, tariffs, and rising risk
Welcome back to the eighth edition of the newsletter! This week, Johann is taking over the newsletter for you—and we're jumping right in with the... Headline of the week: Weak consumers and persistent tariffs In the...
Newsletter #7: Dark clouds remain over the market
Welcome back to the seventh edition of our newsletter! As we wrote last week, dark clouds gathered over the stock market. Although these clouds are clearing, they continue to cover the horizon. Where do they come from...