Providence Capital

This is the name of the game at quite a few tables. In Italy the new government is playing with the country’s financial future and hence with the Euro. Are they bluffing? Brussels will most probably not approve their budget (a novelty) so what’s next? Will Rome take a step back and blame Brussels thus … Read more

In the past, the mood on stock markets was often influenced by political entanglements. Nowadays, political upheaval no longer seems to matter and markets get used to this. It suggests that only a massive upheaval would get markets worried. Let’s call this a bull market: the general trust in the economic climate and growth in … Read more