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Is the enthusiasm for ESG funds exaggerated? The movie was scary, offering the vision of an overcrowded world, lost in violent cities and faced with a mysterious enterprise “Soylent Green” [...]
Bond garbage
Are all bonds becoming “investment garbage” as Bill Gross claims? I report here the cry of alarm, not to say of anger that has just launched Bill Gross, the famous and former boss of the PIMCO [...]
The Return of Dr. Doom
At 93, Henry Kaufman gives his thoughts on the evolution of finance and monetary policies… A lesson to ponder. Henry Kaufman represents for many in the profession, the model of the [...]
A swashbuckling capex trend ahead?
Should fear inflationary anxieties or see the dawn a new era of economic and industrial development? What if all the inflationary anxieties of recent months were nothing more than false alarms? [...]
