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Trump 2.0 refuerza nuestra estrategia de invertir en casa
Hace tiempo que somos alcistas con el dólar. Desde la reunión de la Fed del 18 de septiembre,...
Global Stocks
5 posts
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Global Monetary Fire Hose To The Rescue!
Chinese stocks rose 4.1% overnight thanks to the flurry of easing measures from its central bank (chart). The Peoples…
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Tight Fed Fueling Foreign Stock Market Rallies?
In the past, the major foreign central banks often followed the Fed's lead. This time, they aren'…
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Inflation: China Is Killing It
What have we learned about inflation over the past year? One of the main reasons that the US doesn'…
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Stay Home vs. Go Global
The Stay Home investment strategy is underperforming the Go Global alternative so far this year in local currencies. On the…
