May 21, 2013
Nobody can deny that we have seen broad-based optimism at extreme levels in many financial markets. Equity markets in United States and Europe have continuously been showing very good performances because their economies have remained weak or are weakening once again.
May 14, 2013
From my side on investing, I remain in waiting mode and will define my preferences once the coming correction takes hold. When that will be, only time can tell.
May 7, 2013
On Friday, we got another pleasant "moment" with better U.S. employment numbers for April, although this certainly doesn't mean we are now headed for a sustained period of strong employment news.
Apr 30, 2013
My opinion about where the markets are headed could be encapsulated in what Napoleon’s mother said: “Pourvu que ça dure!” — translated to “Let’s hope it may last!”
Apr 23, 2013
Last week, the spring meetings of the International Monetary Fund (IMF) and the World Bank and the G20 Finance Ministers and Central Bank Governors were held in Washington, D.C. As usual, at those kinds of gatherings, you don’t learn a lot besides what you already knew before.
Apr 16, 2013
I see no reason whatsoever for looking beyond the United States and its currency for investing, even though I still expect a correction. Yes, that will change one day, but we aren’t there yet.
Apr 9, 2013
In case you have the intention to buy or invest in the markets these days, maybe it would not be such a bad idea of questioning yourself on what you could win or what you could lose by taking that action one of these days.
Apr 2, 2013
In my opinion, it’s still too early to consider investing in the eurozone. Please don’t worry. That time will come, but we aren’t there yet. Long-term investors would do well by keeping it simple and keeping the United States as the main home for their investments in the foreseeable future.