Unclassified

Buy at the sound of the cannon

Financial markets often go through periods of purge through wars and catastrophes, as evidenced by the post-World War II eras and recent events. In this volatile environment, the investment strategy focused on growing dividends offers an interesting perspective to achieve financial independence, especially with the addition of solid stocks like General Dynamics to the portfolio.

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Nuclear: the hypocrisy of the Swiss government

In a context of panic around Swiss nuclear power plants, the decision to freeze the authorization procedures raises questions about the real seismic threat, particularly in Valais. While the plants are located in low-risk regions, the concern could be better placed on the dams which, in the event of a major earthquake, would pose a much greater danger.

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Cursed dollar

The persistent weakness of the dollar against the Swiss franc is impacting our investment portfolio, with a drop in profitability since February. Despite this delicate context, attractive investment opportunities remain, notably in defensive stocks such as Johnson & Johnson, while the US market is showing signs of overvaluation according to Warren Buffett's favorite indicator.

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