The Monthly Letter May 2026 – Not for the faint-hearted
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
The Monthly Letter May 2026 – Not for the faint-hearted
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
OUR ARTICLES
The Monthly Letter March 2026 – Delusional Fantasy
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
The Monthly Letter February 2026 – Living on a razor’s edge
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
The Monthly Letter December 2025 – Global landscape
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
The Monthly Letter November 2025 – A bug in the ear
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
The Monthly Letter September 2025 – Noxin
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
The Monthly Letter June 2025 – Symptom’s improvement, essentially
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
The Monthly Letter May 2025 – In truth…
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
The Monthly Letter March 2025 – Reality check
The Selvi Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic situation and markets. […]
The Monthly Letter February 2025 – Hectic countdown to Extasy
The Selvi & Cie SA Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic […]
The Monthly Letter December 2024 – Gran Mercato
The Selvi & Cie SA Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic […]
The Monthly Letter November 2024 – D-1 Day
The Selvi & Cie SA Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic […]
The Monthly Letter September 2024 – The dogs are barking, the caravan is on the move
The Selvi & Cie SA Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic […]
The Monthly Letter June 2024 – A cumbersome taboo
The Selvi & Cie SA Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic […]
The Monthly Letter May 2024 – Springtime green shoots
The Selvi & Cie SA Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic […]
The Monthly Letter March 2024 – So confusing
The Selvi & Cie SA Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic […]
The Monthly Letter February 2024 – Back to (new) buisness
The Selvi & Cie SA Monthly Letter provides a tactical overview and offers an in-depth analysis of the global economic […]