Market View Archives - LFA | Swiss Wealth Management

Structured Note Idea on Copper & Aluminum

INDICATIVE TERMS — SUBJECT TO FINAL TERMSHEET This is a marketing communication prepared by LFA SA, a SEC-registered investment adviser. It is a summary only...

AI & the Capex-Revenue Ledger

AI-related capital spending has tripled in five years — and it is still accelerating. Five balance sheets now carry roughly 30% of market-wide capex, and...

A businessman in a blue suit pointing at a glowing, digital microchip interface featuring a money bag icon, surrounded by circuit board lines and financial symbols against a blurred, dark blue technology background.

AI & the Capex Cycle

Is the AI spend cycle a massive opportunity—or a mounting risk? AI-related capital spending has tripled over the past five years, with just five balance...

Financial Markets DEEP DIVE

2026/July Click Here to Download the PDF Version “A good parent protects their child. A good parent lets their child face risk. Two truths that...

Structured Note Idea on GLD & GDX

Recent Weakness Reflects Macro Pressures More Than Geopolitical Dynamics Despite its longstanding reputation as a potential safe-haven asset against geopolitical risk and inflation, gold has...

Financial Markets DEEP DIVE

Click Here to Download the PDF Version “An eye for an eye only ends up making the whole world blind.” – Mahatma Gandhi, Indian Politician/Filosopher/Lawyer...

Financial Markets DEEP DIVE

Click Here to Download the PDF Version “I owe my success to having listened respectfully to the very best advice, and then going away and...

FINANCIAL MARKETS DEEP DIVE

“What is right is not always popular, and what is popular is not always right.” – Albert Einstein, Physicist (Click Here to Download the PDF...

FINANCIAL MARKETS DEEP DIVE

“It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change.” – Charles Darwin, Biologist...