Since 2012, I’ve been working on a collection of small books (40 pages each) focused in analyzing currently undervalued companies. The intention behind these books is to provide equity investment research with a higher level of quality, specifically adding a strategy component that usually is out of the mainstream research. At the same time the… Read More Investment Jewels 3rd Volume is Out!
The gold price took a down slide in the past few weeks. For some people, gold is the only valid refuge for market turbulence. Those people advocate a flight from bonds and stocks to gold in order to avoid losses. Unfortunately the myth that gold is an effective protection against inflation might be over. For that matter gold… Read More The Gold Fever is Cooling Down
In 2008, after the huge quantitative easing, many economists have suggested that the US would soon experience Weimar Republic-like inflation. Critics argued that the pouring of trillions of dollars would with no doubt result in hyper inflation. However reality brought us a different result. Although the Fed’s Balance sheet has quadrupled since 2008, Consumer Price Index (CPI)… Read More The Inflation Nightmare… or is it a Dream?
Today Oil & Gas sector is broadly considered one of the most attractive sectors to invest. I always have a critical view about mass consensus. Usually mass accepted conventions tend to be wrong. However in the case of the Oil & Gas, I am not so pessimist. The reason is simple: Peak oil theory. “Peak oil is… Read More Peak Oil Theory
Many changes are happening. In the US, the economy is recovering. In Venezuela Chavez opened the doors to change. In the Vatican the Pope is mesmerizing the people with his kindness and humility. Japan is preparing a bold plan to take its economy out of the jaws of deflation and in Europe the politicians keep… Read More The World is Shifting