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Alexis Bienvenu
Has Trump “liberated” China and Europe?

Has Trump “liberated” China and Europe?

Among the group of countries hit by new trade tariffs from the US, China has suffered most with the imposition...

A new golden age?

A new golden age?

Gold is glittering – it has risen 25% since the start of the year, topping USD 3,300 per ounce on...

Taxes, lies and ideals

Despite the storm on equity markets that followed the announcement of new trade tariffs on 2 April, from the plane...

Taxes, lies and ideals
Thank you Mr President

Thank you Mr President

Two months after the inauguration of the new US President, Europe has cause for celebration. Of course, the US hurricane...

Rhinegold: a (cursed) treasure is rediscovered

In Norse mythology, the Rhine holds a treasure: gold with magic properties, which confers immense power on those who own...

Rhinegold: a (cursed) treasure is rediscovered
Sow the wind

Sow the wind

The most assured dogmas of recent decades on economic and political governance are rapidly crumbling, buffeted by the wave of...

Donald Musk vs Elon Trump

Markets were extremely pleased by the election of Donald Musk at the beginning of November but are now starting to...

Donald Musk vs Elon Trump
Crypto Empire

Crypto Empire

Up nearly 50% in a single month[1]! Bitcoin is celebrating Trump’s victory, one of its most prominent advocates. With the...

Burn, baby! Burn!

The election of Donald Trump is fanning the fires on all fronts: politics, society, the stock markets… The economy and...

Burn, baby! Burn!
Too much or too little?

Too much or too little?

If we are to believe central bankers in the West, inflation is on track for the 2% target. For this...

Year of the Dragon: the Return?

By Alexis Bienvenu, Fund Manager, La Financière de l’Échiquier (LFDE) | October 2024 A civilization four thousand years old has...

Year of the Dragon: the Return?