Summary Portugal has an uncompetitive economic structure, meaning that it’s hard to find good companies. However, as many foreign investors start looking for value on the periphery, they might turn to Portugal. In the most inauspicious conditions, one might still find some interesting companies. Investing in Portugal Portugal is a small country in every aspect.… Read More Sifting Through Southern Europe: Portugal’s Case
The current bull market in US equities is screaming for investors to reinvest profits elsewhere. The Swiss franc has held safe-haven status for a long time and it might be wise to lay a nest egg there. VAT Group seems like an interesting proposition for diversifying away from the US. This one will seem… Read More Don’t Stay In The Vacuum With VAT Group
Great interview from Jamie Dimon. He approaches the way he sees China’s evolution and how he wants to setup a JPMorgan bank in the country. Very interesting and supports a the trend for equity investments in China.
Just for speculating purposes, I think that investors should consider the thesis that the market run amok, because machines kicked in to make their part in cutting losses and statistical arbitrating. My best guess after just one night of sleep on top of one of the worst S&P daily performance in years, would be that… Read More What happened to the S&P 500? Machines did.
Summary The nature of the Supply and demand behind every investment defines its risk. Bitcoin’s supply is theoretically fixed. But aggregate supply of crypto currencies might be even more relevant than just Bitcoin’s supply. Right now, behind the crypto currency demand is now a significant portion of amateurs and curious trading through their mobile apps… Read More Is Bitcoin A Safe Investment? 3 Thoughts On Bitcoin And Cryptocurrencies
Electrek reports that several suppliers have received orders from Tesla to resume the company’s guidance of 5,000 units per week. This seems to indicate that Tesla have overcome the production bottlenecks. Note that the tech blog also mentions that this might not instantly translate proportionately into deliveries, since if the parts are now being produced… Read More Tesla: Suppliers hint at Model 3 production rate on its way to 5,000 units weekly