Investment Gems

Jolla just announced the launch of its first mobile phone. But what the hell is Jolla? Jolla is an independent designer, developer and seller of smartphones created from the ashes of the Nokia’s MeeGo operating system (OS) unit.  After the company dismissed MeeGo as its main focus in the high end of…

Japan’s economy grew at a rapid pace since the beginning of the year, the economy expanded 3.5% year over year. Meanwhile in Europe, inflation is below target, estimations showed inflation around 1.2%. This reinforces the view that Europe is having a completely wrong approach to the financial crisis, while both…

I was reading through some of Doug Kass writings, on thestreet.com, when I saw an article where Doug set some of his investment principles. I am always an eager reader of high profile investors’ principles, you can learn a lot with the masters and this case is no exception. I selected 14 principles from…

Since 2012, I’ve been working on a collection of small books (40 pages each) focused in analyzing currently undervalued companies. The intention behind these books is to provide equity investment research with a higher level of quality, specifically adding a strategy component that usually is out of the mainstream research.…

The gold price took a down slide in the past few weeks. For some people, gold is the only valid refuge for market turbulence. Those people advocate a flight from bonds and stocks to gold in order to avoid losses. Unfortunately the myth that gold is an effective protection against inflation might…

In 2008, after the huge quantitative easing, many economists have suggested that the US would soon experience Weimar Republic-like inflation. Critics argued that the pouring of trillions of dollars would with no doubt result in hyper inflation. However reality brought us a different result. Although the Fed’s Balance sheet has quadrupled since…

Today Oil & Gas sector is broadly considered one of the most attractive sectors to invest. I always have a critical view about mass consensus. Usually mass accepted conventions tend to be wrong. However in the case of the Oil & Gas, I am not so pessimist. The reason is simple: Peak…

Many changes are happening. In the US, the economy is recovering. In Venezuela Chavez opened the doors to change. In the Vatican the Pope is mesmerizing the people with his kindness and humility. Japan is preparing a bold plan to take its economy out of the jaws of deflation and…

What is happening to Apple? For so many people and for so long considered the absolute dear of the stock market, Apple is now tasting the bitter side of the Wall Street culture. Unable to keep the fast pace of the last 5 years, the company is being severely punished.…

Data released on Wednesday  showed the biggest annual decline in a decade. Economic conditions are worsening with increased austerity and increasing unemployment. Only South Korean producers have been able to expand sales through an aggressive effort in Europe. Car makers like Peugeot, Renault, Ford and Honda have announced job cuts This…