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In what direction is the market going?
In January of this year I assessed the market situation and came to the conclusion that the market had eventually bottomed. I have re-assessed the
How likely is a second wave of inflation?
“Second inflation wave” checklist When the following indicators are met, we should worry about a returning inflation. Otherwise not. Inflation driver 1: strongly rising money
What happened with the AT1 Bonds of Credit Suisse?
On March 19, 2023 UBS took over Credit Suisse in coordination of the Swiss Government for a price of CHF 3 Billion (USD 3.3 Billion)
Invertir en el S&P500 en EUR?
Si tienes EUR y quieres invertir en el S&P500 sin tener que regalar tus EUR al cambio actual que es desfavorable, lo que puedes hacer
Why do foreigners have a Bank account in the USA?
The United States is widely regarded as one of the world’s leading financial centers, with a long history of innovation and expertise in the financial
Why do foreigners have a Bank account in Switzerland?
Switzerland is widely recognized as an ideal location for doing business, offering a combination of political stability, economic prosperity, and a favorable business climate. The
Benjamin Graham’s secret investment strategy
In a book called “The Intelligent Investor”, Benjamin Graham wrote about the highly effective methods he used at his investment firm Graham-Newman. The most famous
Will US real estate prices continue to fall?
In order to better try to predict what will happen to real estate prices in the near future, let’s have a look at some indicators
Does it make sense to add option strategies to your portfolio?
Let’s check two strategies: Write PUTs or Write CALLs Strategy 1: WRITE PUTs Underlying: SPY Option: PUT Strike: 345 (-10% difference to spot price)
Top Wall Street Q2 2023 Outlooks & Updates
Wall Street analysts and economists make forecasts and projections for various economic indicators, such as GDP growth, unemployment rates, corporate earnings, and stock market trends,
What would happen if UBS takes over Credit Suisse?
If UBS really takes over Credit Suisse (CS) the new UBS would become so big that there wouldn‘t be a Nr 2 Bank in Switzerland
Is a Fed pivot in the cards (again) for sommer 2023?
The term “Fed pivot” refers to a change in the monetary policy stance of the U.S. Federal Reserve (the Fed) that is seen as a
Ha tocado fondo la bolsa?
Vamos a analizar las siguientes piezas de este rompecabezas: 1. Inflación 2. Bancos centrales 3. Ganancias corporativas 4. Bienes raíces 5. El consumidor 6. La
RECESSION OR NO RECESSION?
The markets have been expecting a recession since beginning of last year, that’s why people say this is the most anticipated recession ever. A recession
Has the stock market bottomed out?
Let’s analyze the following pieces of this puzzle: 1. Inflation 2. Central banks 3. Corporate profits 4. Real estate 5. Consumer 6. Stock market 7.
Big, bigger and biggest Fund Managers in the world: Hedge Funds, Venture Capital, Private Equity and Mutual Funds.
Funds play a crucial role in the world of finance, serving as vehicles for pooling capital from multiple investors to achieve specific investment objectives. There
Asi cerraron los sectores en USA en 2022
El sector energético fue el mejor en absoluto con una rentabilidad de +67.54% en 2022. Los sectores de Utilities (+8.58%), Consumer Staples (+7.60%), y Health
2023 Forecasts from the world’s largest Banks
Every year, many of the world’s largest banks release their economic and market forecasts for the coming year. These forecasts cover a wide range of
Como invertir según ChatGPT
Le preguntamos a ChatGPT como hay que invertir en la bolsa y esto fue lo que respondió: Invertir puede ser una buena forma de hacer
Superinvestors: who beat the market?
Superinvestors are successful investors who have achieved exceptional returns on their investments over a long period of time. They are typically regarded as experts in
Who was right about 2022?
Every year, economists and financial analysts publish their outlook for the S&P 500, which is a stock market index that tracks the performance of 500
Best Value Funds in USD
Value funds are a type of mutual fund or exchange-traded fund (ETF) that invests in stocks that are believed to be undervalued by the market.
Best Balanced Funds in 2022
Balanced funds, also known as hybrid funds, are a type of investment fund that seeks to balance a portfolio of stocks, bonds, and other asset
Como medir el valor de un asesor financiero?
Medir el valor de un asesor financiero es una tarea compleja, ya que hay muchos factores a considerar. Vanguard realizó un estudio de Vanguard de
Q&A about the Swiss National Bank (SNB)
The Swiss National Bank (SNB) is the central bank of Switzerland and is responsible for conducting monetary policy, maintaining price stability, and promoting the general
BRICS vs G7
What does BRICS stand for? BRICS is an acronym that stands for Brazil, Russia, India, China, and South Africa. It is a grouping of five
Inflation is up, so why are TIPS down?
Let’s start with the basics: What are TIPS? TIPS stands for Treasury Inflation-Protected Securities. TIPS are a type of Treasury security whose principal value is
Trade war between China and the US
The trade war between the United States and China began in 2018 when the Trump administration imposed tariffs on imported Chinese goods, citing concerns about
Porqué la empresa de Buffett, Berkshire Hathaway, está comprando Occidental Petroleum (OXY)?
Hay una motivación que podría ser la razón clave, pero antes de revelarla vamos con los argumentos más comunes: 1. OXY es una empresa value
Why work with an external asset manager (EAM)?
The short answer is: Because Bankers respond to the Bank. External Asset Managers respond to the client. However, the topic is a bit more complex
