Investment Gems

“I would be leery of German bunds simply because there are a few scenarios in which they can do well. If they will do well, if Germany leaves the zone and some way or another move back to the deutsche mark opposed to the euro and pay off obligations in…

This headlines might feel like good news, but there’s still room for some gloom. In the good side there is the fact that EU has not lost hope on Greece… yet. This probably means that a coalition is on the way in Greece and the EU bureaucrats now have reasons…

First election results indicate that the New Democracy (ND) party and Pasok party, together can achieve the majority in the Greek parliament. Still, Greek politics are unpredictable so I advise you to wait until an official announcement is made. If this scenario holds, those are good news for Europe and for the stock market.…

Valuation techniques have been for a long time the focus of many analysts and market participants. I have also researched for the holy grail of finance, trying to find the one-size-fits-all formula that will give you the precise value for any given stock. Guess what? That does not exists. You have a…

The recent news about a 10,000 lay-offs is just another nail in the coffin of the already dead Nokia. Nokia is very dear to me, since it is my worst single loss in the stock market ever. In 2009 I praised Nokia strategy. I had researched thoroughly the mobile phones…

Many people have been telling me that gold should be part of my portfolio. Some go even further by saying that gold should be the backbone of my investments strategy. On this one I simply disagree. I see myself more close to Warren Buffet on this matter. Investment in gold,…

“Really, why should there be any confidence? You have some people signaling that the euro should be broken up. Others love it. Some want bonds printed by the ECB. Others think that’s preposterous. You have banks in Europe that would have been shuttered in the U.S. years ago because of…

Hello, I have officially launched the “European Jewels” 1st volume which is dedicated to the analysis of Santander Bank. This blog is focused on supporting the readers of the book, and other interested in financial markets. My goal is to provide an augment experience by creating a supporting community where…