Some of our investment ideas
« Tranquilo »…
Date: 5 December, 2019
The relationship between the economic and financial spheres is complex and non-linear In the summer of 2018, for example, the. . . .
Second setback for Amazon
Date: 21 November, 2019
First setback The US Department of Defense has awarded a giant data storage (cloud) contract to Microsoft for $ 10. . . .
PSA-FCA, a merger that makes sense
Date: 7 November, 2019
It takes time for FCA to get married. Two years ago, it tried with GM (market share problem in the. . . .
High yield stress is resurfacing
Date: 31 October, 2019
High-yield bonds have performed well in absolute and relative terms this year thanks to the major central banks U-turn. High-yield. . . .
In search of Iconoclasts
Date: 25 October, 2019
An obsolete ¨Washington consensus¨ This consensus, which emerged in the early 90‘s, was based on 10 economic policy prescriptions, setting. . . .
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