The Insider #005 – Magic Liquidity

This week, I am unveiling the Fed’s “magic trick” regarding liquidity. While many believe it’s about to make a comeback, the truth is, it never left. It’s also time to closely examine employment data. Spoiler alert: it doesn’t look good…. Please log in to continue reading the article. If you don’t have an account, you […]

Back to 2019

This month, I revisit a bearish narrative that didn’t materialize a few years ago, and draw comparisons between the current environment and that of 2019. Additionally, I take a deep dive into the auto industry, providing an in-depth market update and more…. Please log in to continue reading the article. If you don’t have an […]

The insider #004 – Time is up

This week’s menu includes discussions on wealth distribution, generational clashes, populism, globalism, and the Fourth Turning. Additionally, we have the usual market update and a wealth of data suggesting that a recession is likely imminent. This is one issue you will regret not reading. Time to pay attention again…. Please log in to continue reading […]

Gamblesting

This month, we are examining the investment behaviors of new market participants who are willing to bet everything on investments that may not make sense to many. We will explore the reasons behind this phenomenon…. Please log in to continue reading the article. If you don’t have an account, you can create one here– subscribe […]

Market Update #4

In this quick update, I am adding Nestle to the portfolio. You are unauthorized to view this page.

The Insider #003 – The Waiting Game

In this issue, we delve into the defense sector, which we believe continues to offer compelling opportunities. Additionally, we’re at a pivotal moment on the macro front as the final domino is poised to fall. As always, we provide your regular market update…. Please log in to continue reading the article. If you don’t have […]

The Golden Attitude

This issue challenges conventional wisdom! Explore alternative ways to understand value, analyse market sentiment, navigate potential downturns, and discover the true role of gold in your portfolio…. Please log in to continue reading the article. If you don’t have an account, you can create one here– subscribe here.

The Insider #002- Let´s Ride

This week, we dive into the US housing sector, Europe, and our usual market review. Geopolitical tensions, a strong dollar, and rising commodities may complicate the outlook for Q2 and possibly Q3…. Please log in to continue reading the article. If you don’t have an account, you can create one here– subscribe here.

Choose Rich

The party’s ending, but the bill’s still coming! Discover how the wealth divide is fueling dangerous financial gambles and how markets are running on fumes…. Please log in to continue reading the article. If you don’t have an account, you can create one here– subscribe here.

Market Update #3

Unpacking the Fed’s Stance: Market Implications and Trade Opportunities You are unauthorized to view this page.

The Insider #001 – Warnings

“The Insider” is evolving! We’ll be exploring a potential black swan event, Bitcoin’s impact on the market and what to expect forward, and essential vigilance in this new format…. Please log in to continue reading the article. If you don’t have an account, you can create one here– subscribe here.

This Is Not Random

This month I am taking a look at the ‘magnificent six’ through a new perspective and critically assessing the AI boom. You will be introduced with the concept of “Broadband of AI” which is a representation of creative destruction.   … Please log in to continue reading the article. If you don’t have an account, you […]