Whether a Spac, Bitcoin, Ark’s ETFs or collecting art, all assets are in sync with Central Banks’ signalling. Bitcoin broke rank when banned by China.…
Yet another disconnect between Brent and Oil stocks seems to be in progress. The Brent bulls are recovery bulls and back-to-2019 hopefuls. China is the black box…
Looking at countries as a proxy to analyse equities has been out of fashion for a long while. We periodically mention Denmark as a singular…
BBVA is Spanish only by name. It is a global commercial-banking-oriented group, present in more than 30 countries, and which aspires to become the world’s…
Stellantis is off to a strong start. At least that is what the solid share price performance suggests: +7.6% on its first day of trading…
At 5.7%, the AlphaValue equity risk premium at the close of 2020 is the lowest of the last 20 years. This is the reflection of…
While eyes are looking west at the unfolding US presidential elections, the real action for markets may be happening on the Eastern part of the…
LVMH’s and Daimler’s Q3 figures confirmed nearly on the same day that the European industrial groups were dependent on a formidable Chinese business made of Chinese…
At €1.8tn, the goodwill inventory in the AlphaValue coverage is at an all-time high and accounts for a bit more than 20% of the same…