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CONTENIDO
semanal
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Estrategia y temas
"YES TO 'VALUE' STOCKS, BUT NOT AMERICAN ONES"
10.7.23
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Estrategia y temas
WHAT REMEDY TO BOOST BIG PHARMA?
3.7.23
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Estrategia y temas
CHINA DISAPPOINTS... BUT REMAINS A KEY MARKET
26.6.23
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En los medios de comunicación
A franc is worth more than a euro, but no one cares. Explanations.
15.8.22
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En los medios de comunicación
Wheat is no longer worth its weight in gold
16.8.22
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En los medios de comunicación
Even if made of stone, a bubble always ends up bursting
17.8.22
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Estrategia y temas
TURNOVER IS VANITY AND PROFIT IS SANITY, BUT CASH IS KING!
6.2.23
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Estrategia y temas
THE DEBT CRISIS AND THE GRAY RHINO TALE
30.1.23
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Estrategia y temas
IS THE COMING RECESSION A THREAT TO BANKS?
23.1.23