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4Q25 Financial Markets Outlook: Stock markets near highs, big tech leadership, and resumption of interest rate cuts by the Fed
The third quarter ended at peak levels almost everywhere in the world, driven by big US technology, the positive AI...
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3Q25 Financial Markets Outlook: Trump’s “big, beautiful bill” and the impacts on tariffs, inflation, interest rates and markets
The second quarter ends on a slight note, with a lot of volatility, to the sound of Trump's tariffs and...
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Effects of Trump’s Trade Tariffs on Financial Investments Series: P1 – Framework
Financial markets were performing excellently until late February, when Trump began talking about his tariff plans Global economic growth forecasts...
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Series Investments in the Artificial Intelligence Cycle: Part 2 – The main branches of AI
The types or levels of AI Key fields of AI The applications of AI Where we are and where we...
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2Q25 Financial Markets Outlook: Zombieconomics, or the monumental cost of Trump’s astronomical reciprocal tariffs
Trump's recent imposition of abysmal reciprocal tariffs on the entire world brings the threat of recession in the US and...
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Thematic Investments Series: Part 3. What are the main megatrends?
This is the fourth article in this series dedicated to thematic investing, i.e. the investment strategy that aims to identify...
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Thematic Investments Series: Part 2.2. Disruptive technology or innovation – The domains of disruptive technology or innovation
The main disruptive technologies #1 Digital revolution (or the rise of the global internet) #2 Artificial intelligence #3 Internet of...
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Investments in the Artificial Intelligence Cycle Series: Part 1 – Definition and History of Development
The market performance of AI over the past 2 years What is Artificial Intelligence? Brief History of AI I: The...
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Thematic Investments Series: Part 2.1. Technology or disruptive innovation – Definition and Waves
In the previous article we made an introduction and overview of the topic of thematic investing, including its definition, scope,...
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Financial Markets Outlook 1Q25: Tug-of-war between interest rates and EPS of big techs in the US, with Trump as a joker
In 2024, the outlook for economic growth remained divergent: strong in the US, stagnant in Europe, and below target in...
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