Analyse de marché

Ray Dalio Ups Gold Allocation Forecast Amid Dollar Devaluation and Global Crisis Fears

Gold Is Moving Back to the Center of FinanceBy Peter ReaganGold is reasserting itself in finance, moving from an "alternative…

2 months ago

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…

2 months 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…

2 months 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…

2 months 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…

2 months 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)…

2 months 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…

2 months 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…

2 months 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…

2 months 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…

2 months ago