Assess financial market opportunities and risks: P3 – Opportunities and completion
This is the third article on how to make an assessment of market scenarios, based on risks and opportunities, taking...
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Assess financial market opportunities and risks: P2 – Risks (cont.)
#R6 We have the crises of energy and agricultural products. #R7 Europe's energy dependency. #R8 We have increased interest rates...
Assessing the opportunities and risks of financial markets: P1 – Risks
Confusion of confusions "Confusion of Confusions", Joseph de la Vega The Confusion of Confusion is the first written book on...
Maximize time invested in the stock market instead of market timing: Part 2. Impossibilities and losses (cont.)
#3 We may lose some of the best daily returns on the market, with great impact on total investment profitability...
Maximizing time invested in the stock market instead of market timing: Part 1 – Biases and losses
Temptations, vices and other pitfalls of seeking market timing What is market timing? What are the implications of market timing?...
It is very difficult to predict inflation, but it is important to understand its components and its dynamics: P2 – The components and forecasts
This is the second part of an article that develops the theme of inflation. In the first part we saw...
It is very difficult to predict inflation, but it is important to understand its dynamics: P1 – The costs and measures of inflation
"Lenin is said to have declared that the best way to destroy the capitalist system was to debauch the currency....
The end of the bull market of bonds: Part 4 – In the end, the hangover was an unprecedented bond bear market
The excessive intensity of monetary and fiscal stimulus, aggravated by the war in Ukraine, generated high inflation, which erodes the...
The end of the bull market of bonds: Part 3 – Many investors did not take advantage of this big “free ride”
Individual investors did not take advantage of the excellent performance of the long bull market of bonds The less obvious...
What is the fair value for the stock market? Part 2 – The impact of interest rates on the stock market valuation
In the previous article we saw how the PER and EPS evolved and concluded with a simulation of market value...
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