Analyse de marché

Fed Chair Succession Coincides with Market Crises: A 100-Year Pattern of Misfortune and Mismanagement

https://www.youtube.com/watch?v=GZxRqC8zzxk Tune in to this week’s The Gold Spot as Scottsdale Bullion & Coin Precious Metals Advisors Damian White and…

3 semaines ago

The convergence of physical, behavioral, and microstructural signals confirms that Europe, and particularly France, has entered a regime of asynchronous systemic energy shortage

The convergence of physical, behavioral, and microstructural signals confirms that Europe, and particularly France, has entered a regime of asynchronous…

3 semaines ago

Market Mania: US Stock Market Cap Hits 252% of GDP, Far Exceeding 1929 Levels

As of April 30, 2026, the Buffett Ratio (Wilshire 5000 / annualized nominal GDP) reached 227%, with a peak high…

4 semaines ago

Cartel collapse and depressive supply shock. The withdrawal of Saudi Arabia and the UAE of OPEC/OPEC+

The simultaneous withdrawal declaration of Saudi Arabia and the United Arab Emirates from OPEC and OPEC+ (April 28-29, 2026) constitutes…

4 semaines ago

Evaluation of Kepler Cheuvreux’s Asset Management Methodology (PE/Private Credit Integration via Ellipsis AM)

Kepler Cheuvreux has undergone a major strategic transformation since 2020. The integration of Ellipsis AM (Private Equity focused on Small/Mid-Caps)…

1 mois ago

Premium Shockwave: War-Risk Hikes Trigger Global Food and Fuel Shortages

Catherine Austin Fitts, in an interview clip, asserts that Lloyd's of London insurance decisions by the City of London effectively…

1 mois ago

Safe Haven Showdown: Why Gold’s 14% Dip Signals Strength While Bitcoin Plummets

In 2026, gold and Bitcoin are showing opposing trajectories after reaching peaks. Gold has corrected by about 14% from its…

1 mois ago

Evaluation of the Dynamics of Strategic « Backfires » and Liquidity Contagion following the « True Due Diligence » of Banks (JPM, Goldman, Barclays)

Our multi-model analysis confirms a structural break in Private Credit (PC). The increase in rates on bank credit lines (warehouse…

1 mois ago

Post-restructuring cash flows of Altice France (SFR Group)

Following the restructuring of Altice France (SFR Group), effective October 1, 2025 (Q3 2025 pro forma presentation), consolidated net debt…

1 mois ago

Analyse multi-facteurs de la dynamique des titres Carrefour (CA.PA). Découplage hydrocarbures vs risque systémique de Supply-Chain

Le marché observe une anomalie : le Gasoil baisse, ce qui devrait favoriser les marges des distributeurs, mais Carrefour sous-performe…

1 mois ago