Most market pundits take GDP and inflation statistics at face value. They shouldn’t. Likely, the economic scenario is more benign than anticipated. That leaves us looking for pockets of value in a market populated with overstretched valuations. Now that there seems to be a vaccine on the way, we should make some considerations about the… Read More Framing The Macro Scenario For The Post-COVID-19 World

Photo credit: Masaru Kamikura The title kind of says it all. Intel (INTC) has kept profitability when compared with AMD (AMD) and Nvidia (NVDA). For instance, Intel is still more profitable than Nvidia and AMD. During the last couple of years, AMD and Nvidia were able to more than double their margins. But Intel was… Read More Intel Has Kept Profitability At The Expense Of All The Rest