Latest News

Some of our investment ideas

Technology. Huawei sues the United States

Date: 14 March, 2019
Huawei sues the United States due to a ban to sell its products in the US market. The US government. . . . Read More

Fixed income. High-yield  market skyrocketed, what next?

Date: 7 March, 2019
High-yield bonds have led the credit market recovery so far this year. It has gotten a boost from both the. . . . Read More

Oil. The United States has become self-sufficient, but they produce the wrong oil

Date: 28 February, 2019
In the world, there are several oils depending of the quality There are 2 main criteria: The density (or viscosity). . . . Read More

Farewell to Chinese monetary orthodoxy

Date: 21 February, 2019
  "At the end of January 2019, the PBoC launched furtive QE"   The Fed and later the central banks. . . . Read More

Commercial aviation, the fall of a giant

Date: 21 February, 2019
Airbus announced the end of the A380 program, after 12 years of flight. The industry no longer wants big aircrafts. . . . Read More