Feedback or Questions?
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🚨 Why It’s Time to #SellAmerica 🇺🇸 & Open a Swiss Bank Accouunt
📉 Fiscal Cliff:💸 Debt-to-GDP >120%📈 Interest payments > defense spending🔴 $2T+ annual deficits = unsustainable . 📊 Overvalued Markets:📈 S&P 500 20x+ P/E🎯 Top 7 stocks = 30% of index💥 Margins at peak → earnings risk . 🌍 Geopolitical Risks:🇨🇳 US-China decoupling → supply chain chaos🛢️ Energy vulnerability + Middle East tensions . 💰 Dollar…
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⛔️Sell America 🇺🇸 is Right from so Many Points of View (The List)
As a trader I was never one to mince words. Sell America is right from so many points of view. #SellAmerica “Sell America” isn’t about betting against the U.S. forever – it’s about rotating out of overvalued, over-owned assets and into undervalued regions (Europe, Japan, EM Asia) or hard assets (commodities, gold). The thesis works…
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🇨🇭 Swiss Small & Midcap Daily Report – 2026-01-21
You’re a hedge fund manager or a UHNW. You want to know which stocks are liquid in midcap sector in Switzerland. In my experience, it’s useful to have a look at what is changing hands off-exchange, i.e. bigger chunks moving. And also good to know where the quants are active: The Swiss-at-Mid on page 2.…
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🇨🇭 Swiss Equity Market – Agenda – 20-01-2026
Python is great for adding value to simple documents and data. Here, I mapped the Swiss equity market agenda to the respective websites. Because, I found that I’d often want to go to the company site and download investor presentations or press releases and reports. It just makes life easier. .
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💣The ticking time bomb: US debt, US dollar
💣I’ll give it to you straight: This is what the executive in charge of the US is trying to divert your attention from. The ticking time bomb: US debt, US dollar. Listen, the people with money know it and are moving to metals. The flows scream it at us every day. 💣 Why some call…
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🇨🇭 Swisscanto & ZKB’s Role in the Swiss Metals Market
ZKB, through its asset management arm Swisscanto, has established itself as a leading provider of physically backed precious metals ETFs in Switzerland. These ETFs include gold, silver, platinum, and palladium, and are widely used by institutional and retail investors for exposure to metals. 🔑 Key Factors Behind Their Influence🔹Key multinational company & sales trader idea:…