Wealth and Investing
Current interest rates on U.S. treasuries make investment in these bonds interesting and raise the bar for the attractiveness of stock investment
The rise in interest rates on treasury bonds (without risk) in the medium and long term increases the absolute and...
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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...
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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...
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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...
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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....
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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...
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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...
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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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What is the fair value for the stock market? Part 1 – PER multiple and EPS
The importance of knowing the market PER fair value and predicting its EPS The value of the market PER (and...
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