Graphene Investments
Nvidia’s CEO Jensen Huang recently said that, with AI, everyone could now be a programmer. Does that mean that children will no longer have to learn a programming language in the future? This is yet another topic on which we don’t feel obliged to agree with the mainstream, trendy view heard in the media. Some…
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Some carmakers temporarily suspended production, others dropped their planned investments in new capacity, or announced list price cuts. Inventories are piling up, to such an extent that recent press article read something like “EVs were supposed to be the solution, but they are now turning out to be the problem”. Was all this just another…
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On February 15, 2021, the Nikkei 225 index hit the 30,000 mark for the first time in three decades. The rebound is not a Japanese exclusivity, but it is fair to say that the improvement in transparency facilitated foreign investors’ come-back. The language barrier used to play a significant role in foreign investors’ lack of interest in…
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Weeks after Shinzo Abe’s surprise resignation for health reasons, Yoshihide Suga made history by becoming the first LDP leader (and, as such, Japan’s Prime Minister) who did not belong to a party faction or a political elite family. This is not his only difference from his predecessors and, while his cabinet is largely similar to…
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The ISM Services index reached an astonishing level in June in the USA, but this number hides less rosy information. In its latest release, the ISM Services index posted its largest single-month percentage point increase since its inception in 1997, only two months after recording its biggest fall ever. At 57.1, the reading would normally…
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We all heard the media repeat that the US economy had destroyed almost 21 mln non-farm jobs between March and April. While this number is the ugliest we have seen in decades (to such an extent that the IMF considers the crisis as the worst since 1929), we believe that it might hide good news.…
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The financial markets, which had superbly ignored the coronavirus as long as it was staying within Asia, are now reacting heavily to its spreading to a number of new countries. We therefore thought we should update you about our stance, and the impact on our US equity portfolio. Like in front of any other unexpected…
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According to pieces of data released by the US Bureau of Labor Statistics in early November, output grew 2.1% in the third quarter, while hours worked increased 2.4%. The subsequent 0.3% decline in productivity was its first deterioration in two years, which triggered concerns among investors. We try to put this in perspective. First of…
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This website is for information purposes only, and is not meant to be used for transactions. Information is provided only as an indication, and does not have any binding character. It contains descriptions of Graphene Investments’ philosophy and portfolio management methods. It is designed for investors whose knowledge and experience are sufficient to fully understand that information, and particularly the risks involved in the various strategies.
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