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Scipion8’s Newsletter

Scipion8

Investment, stocks, monetary policy

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues19SubscribersRead scipion8.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

La dette publique de la France est-elle soutenable ?

Sur fond de débats compliqués sur le budget 2025 dans une Assemblée Nationale sans majorité et d’incertitudes sur la survie du gouvernement Barnier, le spread obligataire souverain de la France par rapport à l’Allemagne à 10 ans a augmenté ...

a year ago
13
0

Réflexions sur MicroStrategy et gestion de ma ligne

Quoique fondamentalement sceptique sur l’utilité des cryptos “privées” (je ne parle pas ici des CBDC - les monnaies digitales émises par les banques centrales, jusqu’ici principalement à titre expérimental), j’ai initié il y a 4 ans (mi-nov...

a year ago
8
1

Est-il rationnel d'investir dans les actions françaises ? (2/2)

Suite des données sur la performance totale des actions de l’ensemble de la cote française, par rapport à un ETF Monde (CW8), puis nous allons ensuite les analyser :

a year ago
4
2

Est-il rationnel d'investir dans les actions françaises ? (1/2)

Dans ce post, nous allons examiner s’il fait sens pour un investisseur de long-terme d’investir dans les actions françaises, dans perspective buy & hold, plutôt que d’acheter bêtement un ETF Monde (nous allons utiliser CW8 pour cette analys...

a year ago
7
1

Authors

The writers behind this newsletter.

  • Scipion8

    French investor based in the US. Formerly working for the European Central Bank (ECB) and the International Monetary Fund (IMF). Interest in monetary policy, financial stability, lender-of-last-resort, banks, financial markets, stock-picking.

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