Inspiration
Inspiration Filtered by “water”
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28 Aug 20244 min read
Investment Idea
Market will focus on Nvidia and inflation
12 Jun 20244 min read
Investment Idea
Focus on Fed and Amazon
18 Nov 20243 min read
Investment Idea
Crypto – What is the surge all about?
28 Oct 20243 min read
Investment Idea
The Future Path of the USD in a Divided Election
21 Oct 20243 min read
Investment Idea
Is the super-cycle over for copper?
25 Sep 20244 min read
Investment Idea
Opportunities in China
20 Mar 20244 min read
Investment Idea
Some positive macro, but equity indices close to sell signals
13 Nov 20245 min read
Investment Idea
US election pushes S&P500 to new highs
6 Nov 20246 min read
Investment Idea
USD and interest rates in focus
18 Sep 20245 min read
Investment Idea
Rising expectations for Fed cuts
21 Feb 20243 min read
Investment Idea
Higher interest rates and Nvidia test the market
29 May 20244 min read
Investment Idea
US PCE and Euro CPI in focus