Economy

On May 6, 2010, the US stock markets dropped nearly 10% within minutes. What would be called a “flash crash” wasn’t caused by news,…
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This article was written byFollowMy analysis is focused on high-quality companies, that can outperform the market over the long-run due…
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There is no shortage of items to worry about for the bond market. From threats to strongarm the Federal Reserve to push lower to…
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This article was written byFollowMore than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth…
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US stock markets have been such a bad investment lately (’’What? Did Alf have a pizza indigestion?’’). Not really, I am just looking at…
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The government’s second-quarter report scheduled for later this month is still on track to post a moderate recovery in output, based on…
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I have poked fun at the Commodity Super Cyclers over the years. Churning out analysis telling of a great economic reset toward real…
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In the first half of 2025, several key market forces we identified at the start of the year — rising uncertainties tied to the new U.S.…
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A couple of years ago, I wrote about absolute versus relative returns. Given the latest market run, I am getting a lot of questions…
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