Kevin Smith

At $3200 per ounce, gold will crush competition in 2025

To round off a testing week on the stockmarkets, marked by wild swings and fears about the future of world trade as we know it today, we present a chart summarizing the performance of 11 major asset classes in 2025. No real surprises here: gold beats everything else.

April 11, 2025 at 10:03 am

What's the best European ETF in 2025?

Despite the recent turmoil, some index funds are doing well in Europe. There's no need to go for bonds, as some equity market segments have posted solid performances since January 1.

April 11, 2025 at 09:06 am

Tesco chooses to cannibalize itself

The number one retailer in the UK - where it controls almost 30% of the national market share - has succeeded in its turnaround.

April 11, 2025 at 05:14 am

Orsted forced to ask the EU for support measures

The threat of tariffs is yet another nail in the coffin of Orsted's ambitions in the US.

April 10, 2025 at 09:06 am

Bombardier Recreational Products: The market was right

The world leader in recreational vehicles - specializing in snowmobiles, quads, leisure boats and jetskis, among others, and owner of the BRP, Can-Am, Ski-Doo and Manitou brands - had long been saddled with a modest single-digit valuation multiple.

April 10, 2025 at 03:46 am

Trump says "It's you next!" to pharmaceutical labs

The pharmaceutical sector is not playing its defensive role in Europe on the morning of April 9, 2025, at a time when stockmarkets are reeling. On the contrary, in turn it fell by 5%. The cause? The latest threat from Donald Trump, who plans to quickly lift the suspense on what he has concocted for the industry in terms of tariffs.

April 09, 2025 at 08:35 am

Will MP Materials be the next meme stock in fashion?

Is the "only producer of rare earths in the Western Hemisphere" destined to benefit from the escalating tensions between the US and China?

April 09, 2025 at 03:48 am

Diamond producers face depressed prices

Diamonds are a girl's best friend - but not an investor's

April 08, 2025 at 08:54 am

Levi's back to square one

In the "not in the right place at the right time" category, it's hard to think of a better example than Levi's.

April 08, 2025 at 05:15 am

Navigating the Stock Market Storm: A Guide

April 2025. In two sessions, Wall Street and the major European markets have had more than 10% of their value wiped out. A brutal correction, almost without appeal, triggered by a new customs war unleashed by the Trump administration, which is rolling out its program without worrying, at this stage, about offending investors. The electroshock has awakened old reflexes: flight to cash, gold rushes, and overt cringes in the face of collapsing charts. Here, we present a selection of traditional investment methods to minimize risk and avoid losing too much money - or even actually make money.

April 07, 2025 at 11:19 am

Shell confirms its strategic pivot

At the end of March, in addition to lavish dividend payouts, the British major announced that it could potentially buy back almost 40% of its outstanding shares over the next five years.

April 07, 2025 at 09:20 am

For Ed Yardeni, Main Street and Wall Street are the same thing

Several members of Donald Trump's inner circle worked over the weekend to get the message across that the White House works for ordinary people, "Main Street", and not for finance, "Wall Street". This suggests that the White House is willing to let the stockmarket fall to help the average American. It's almost like "Robin Hood", except…

April 07, 2025 at 05:44 am

Sodexo severely punished by market since beginning of the year

March was a gloomy month for the world's leading contract caterer, which saw its market capitalization plummet by almost 30% in the space of a few weeks.

April 07, 2025 at 04:42 am

Nike in the doldrums

In light of the stock market rout of the last few days, is now the right time to buy Nike shares?

April 07, 2025 at 03:46 am

Reality catches up with RH after unprecedented speculative euphoria

Results came in below analysts' expectations. The "worst real estate market in fifty years", according to its whimsical chairman Gary Friedman. The announcement of terrifying tariffs that severely penalize its Asian supply chain.

April 04, 2025 at 10:04 am

Is BlackBerry finally getting out of its jam?

The former glory of mobile telephony reports positive operating results for the first time in, yes, eleven years.

April 04, 2025 at 04:40 am

Adidas, Pandora, Logitech, Nike… brand chains saw customs massacre

At D+1, European consumer goods stars are the main stockmarket victims of Donald Trump's tariffs. They are doubly affected by the US administration's surtaxes: via the selling price to their customers in the United States, and via the rise in costs induced by the penalties imposed on the countries that supply them.

April 03, 2025 at 10:31 am

Which sectors should be preferred during stockmarket crises?

The sector mapping of stockmarkets takes on the look of a classic pullback to safe havens on the morning of 3 April 2025, following Donald Trump's tariff announcements. When the storm threatens, investors abandon the riskiest bets for "boring", safer investments. This phenomenon is well known as a flight to safety. Let's take a look at the whys and wherefores of the day's variations…

April 03, 2025 at 04:21 am

NovaGold shareholders not benefiting from rising gold prices

In the "investing in a gold producer is an exceedingly difficult exercise" series, NovaGold adds another episode to a storyline that, for the time being, follows in the footsteps of its predecessors.

April 02, 2025 at 08:59 am

Amundi, collateral victim of tug-of-war between Unicredit and Crédit Agricole

Tensions are mounting around the consolidation of the Italian banking market. UniCredit has announced that it will file its takeover bid for Banco BPM on 28 April. Earlier, Crédit Agricole said it had obtained the green light from the regulatory authorities to increase its stake in the Milan-based bank to 19.8%. Problem: Amundi is distributed by Unicredit on the other side of the Alps…

April 02, 2025 at 05:58 am

Fortnox routs its short sellers

The controversy surrounding the Swedish management software publisher comes to an end, with yesterday's news that it has finally been acquired by EQT.

April 01, 2025 at 09:09 am