Index

Articles

Currencies

Will the Euro-zone break-up ? – Three parts article

  1. What can history teach us ?
  2. Fundamentals
  3. Solutions

Greece is unlikely to leave the euro-zone

A framework to assess European policy decisions

Credit

Japan, or why debt/GDP ratio are irrelevant

Models

“Minsky Phases” Tactical asset allocation model

Market Tools / Scorecards

Dashboard of world’s main markets & sector (updated daily)
Significant ratio helping to judge general risk appetite (updated weekly)
DJIA Components valuation

Individual stocks analysis

1. Nokia (NOK), 1st June 2001

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