21 December 2017: New fuel?

Now that the tax bill is on its way to be signed by US President Donald Trump, which circumstances can keep this bull market alive? What are the new sources of fuel that can keep this rally up and run... Read More

13 December 2017: Yellen’s legacy

It is very likely that the Fed will raise interest rates today. It will be Janet Yellen’s final announcement of a major decision in her position as chair of the Fed. How should we judge her perf... Read More

29 November 2017: The rich

The rich get richer and the poor get poorer. We cannot make it any more fun. The Republicans in the US Senate are working on their tax plans and it is becoming clear that eventually everyone, except f... Read More