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Evariste Lefeuvre

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  • Will The European Central Bank Go For QE? [View article]
    To spur growth not really as net exports are positively correlated with the effective exchange rate but
    1. It can lead to some imported inflation
    2. It helps the adjustment process in alleviating pressure on the manufacturing sector
    Mar 29 12:45 PM | Likes Like |Link to Comment
  • Why The Dollar Should Be Higher [View article]
    if you believe in risk on / risk off yes. If not, as I do given the low concentration of asset class returns, I would stay long USD
    Mar 19 09:15 AM | Likes Like |Link to Comment
  • Gold Prices Rise To 4-Month High, But Will The Bull Run Continue? [View article]
    thanks for the post. Below my bearish view on the topic.

    Feb 19 10:43 AM | 1 Like Like |Link to Comment
  • Why Is The VIX So Low? [View article]
    Thanks Convoluted
    Feb 11 05:48 PM | Likes Like |Link to Comment
  • GBP: The Party Is Over? [View article]
    Thanks Martinius, will work on it...
    Jan 17 08:08 AM | Likes Like |Link to Comment
  • CAPE CODE: Why Shiller's Model Could Prove Wrong [View article]
    duckhunting88, same result if your start in 1980...
    Dec 4 07:25 AM | Likes Like |Link to Comment
  • Valuations Send A Positive Signal For Stocks [View article]
    Thanks. You forgot one very important factor/ the huge fall in the relative price of investment goods, through IT and computers notably.
    Oct 24 09:35 AM | Likes Like |Link to Comment
  • Debt Ceiling Crisis: Why 2013 Could Be Worse Than 2011 [View article]
    yes... (un)fortunately... thks
    Oct 8 02:11 PM | Likes Like |Link to Comment
  • Shutdown 2013: Quantifying Political Risk [View article]
    Hroll. That would be true but if 2011 is a guide long UST would be even better all things being equals.

    Given that the risk of default is higher, in my view, than in 2011 (do we have anything to be used as a sequester) and given that -something i should have put in my paper - if there is an agreement, the Fed will likely start mentioning tapering again, your recommendation might be wiser. Thanks for the comment.
    Oct 4 04:14 PM | 1 Like Like |Link to Comment
  • Gold: The Message From GOFO [View article]
    In a sense yes, this is one of the issue with gofo and lease rate: you know that there is a problem but the debate on the real causes is blurred by the lack of genuine data.
    Aug 23 07:52 AM | 1 Like Like |Link to Comment
  • Gold And Emerging Market Risk [View article]
    yes Eric, sorry for my english on that one.
    Aug 20 05:59 PM | Likes Like |Link to Comment
  • A Bull Case For Copper [View article]
    Bullish in the short run, and clearly bearish in 2014/15 for the reasons you mentioned (mostly mine supply and scrap as I doubt there would be many changes regarding LME and warehouses...). Target average price for copper in 2014 around 7,500
    Aug 14 10:53 AM | Likes Like |Link to Comment
  • Bank Loan Or Junk Bond ETFs For Yield? [View article]
    For a complementary view see:
    Jul 12 02:20 PM | Likes Like |Link to Comment
  • It's Time To Listen To The Junk Bond Market Again [View article]
    Thanks Mexcom, good investment advice. My focus on JNK is due to my need to get a proxy of total return for a passive investmentr strategy in the below investment grade environment.
    May 30 09:11 AM | 1 Like Like |Link to Comment
  • High Yield Bond Market Sets New Records [View article]
    I would be slightly more cautious though...
    May 15 07:56 AM | Likes Like |Link to Comment