Last year, I wrote an article where I argued that to understand the chances of Tesla surviving the production hell, you had to look at previous Musk ventures. The idea revolved around the fact that Elon had, in the past, used a common play-book where he re-engineered processes and products in order to drive costs… Read More Elon Musk’s play-book has lost its shine for Tesla investors
Gold (GLD) is seen, by the investment community, or even by society’s common sense, as a great hedge for uncertain times. However, the reason why this happens is not entirely understood. People tend to see gold as a safe-haven. Something that never loses its value, and however, that has not been the case during several… Read More How does Gold really work?
To my best knowledge, and years of experience in the markets, the Friday unnerved session is just that, an anxious day after what seems to be a U-turn by the Fed. I am an old-school macro-guy. That means that when the Fed signalizes a dovish stance, I see it as positive for stocks. If last… Read More Notes on Friday’s meltdown: Don’t let it fool you
Baidu keeps appearing in both my value and growth screeners. The stock got crushed at the end of 2018 Chinese debacle, and it is yet to recover. The pros and cons of this stock suggest that this might be an interesting investment. (Featured image: Simone Brunozzi) Baidu (BIDU) keeps showing up in my value screeners.… Read More Baidu: A rare value & growth stock
MMT is attracting a lot of attention due to the proximity of the 2020 Presidential election At its core, MMT assumes a different money origin, which has repercussions in the way we interpret budget deficits and debt. The theory is an interesting exercise, but the risk of turning sour should make it unfit to be… Read More MMT is a cool, dangerous idea
In hindsight, it seems like Mark Bristow used the opening provided by the Newmont (NEM)-Goldcorp (GG) merger, to force a Barrick (GOLD) controlled Joint-Venture. The last couple of months have been heated in the gold industry (GLD), with the Barrick-Rangold merger taking the spotlight, followed by the Newmont-Goldcorp deal. Once the Newmont-Goldcorp deal was announced,… Read More Barrick and Newmont reached an interesting deal
Summary Algos and ETFs became a significant part of the market infrastructure. That has changed the market rhythm, and it has amplified certain behaviors. Those changes might be the opening that stock pickers needed to be back on the action. Picture: DocChewbacca Algorithms have been responsible for changing the market rhythm. We have become accustomed… Read More Algos and ETFs might give stock pickers a new life