Valeur & Asymétrie par Valentin Aufrand
Valentin AufrandAnalyses multi-actifs structurées et scénarisées pour exploiter des asymétries attractives avec discipline du risque.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 55 | Subscribers | Read | valentinaufrand.substack.com |
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Update signal "Risk-Off : discipline plutôt que conviction
Cela fait maintenant plus de trois mois que mon algorithme de market timing a déclenché un signal baissier (risk-off) sur Wall Street, et plus de deux mois depuis ma dernière note sur l’état du marché actions.
Onex Corp : Des catalyseurs visibles qui pourraient réduire la décote
> Disclaimer : En lisant ce Substack, vous reconnaissez et acceptez les conditions générales.
Promoteurs immobiliers américains : une asymétrie qui revient en 2026
Disclaimer : En lisant ce Substack, vous reconnaissez et acceptez les conditions générales.
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Authors
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Independent market strategist focused on equity portfolios built through value selection and regime-aware risk management. Research published in French for a historical francophone audience. CFA | CFTe
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