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What is your view – US dollar vs Swiss Franc?

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James what is the blockout period for US shares? Do you have a view on what Amazon could report? I’ve heard most of Large Tech US will have disappointing earnings (high US Dollar, high input costs etc). Thank you.

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Hi James,

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Hi James,

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Hi James,

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PDL was a recent recommendation and I have been watching it fall from $4.19 interested in what the attraction was and if you think it will recover?

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Hi guys,

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It is quite some time since you commented on ASM and it is not a stock you follow, but I was wondering what the technical perspective looks like now that it has dropped to pre-capital raise values. I appreciate your insightful analyses. I should have given more weight to your “neutral” stance back in 2021.

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Do you have a list of your best (highest conviction) buys and sells?

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Hi James,

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