24 Ene Roblox and its future potential
The metaverse is one of the biggest megatrends now and is expected to become a part of everyone’s lives in one or two decades from now. Global metaverse market size...
02 Jun A New Minksy Moment?
Shortly after the Great Financial Crisis, and as a result of its terrible impact, The Institute of New Economic Thinking was created. Thanks to it, economists could debate the reasons...
23 May Current Housing Market
New important data has been published by the National Association of Realtors. Data we should keep in mind even if you are neither buying or selling a house nor investing...
29 Mar Shark Tank’s Best Case Study
https://www.youtube.com/watch?v=rWOduv5VsuM&t=221s I have been recently rewatching old episodes of Shark Tank, generally while I am having dinner. And there was one, from the seventh season, that struck me, as the title...
04 Mar The Bubble Triangle
"Over-investment and over-speculation are often important; but they would have far less serious results were they not conducted with borrowed money."– Irving Fisher In recent posts I tried to explain the...
08 Ene The EV Delusion
“I can calculate the motion of heavenly bodies, but not the madness of men.” ...
21 Dic Peloton’s Inventory Forecasted Troubles Ahead
Thanks to the reboot of “Sex and the City”, Peloton has been given recently a lot of publicity. Unfortunately for the company, not for good reasons. During a scene in...
27 Jun Market Situation, Part II
Last week I provided an insight into how high the market currently is when using the so-called “Buffet Yardstick”. Later on, I showed how much part of those valuations are...
20 Jun Market Situation, Part I
Many incumbents worry today about the current market conditions in the U.S.: in which situation we are in, and the risks of a new downfall, especially compared to previous recessions....
13 Jun Margins squeezed, a bad omen
Margins are a fundamental component of any company, and should be carefully considered by business owners, managers and investors alike. There are as many margins as types of profits out...
06 Jun Income investing? No, thanks!
This opening quote from Mr. Rockefeller is a century and two decades old. Suffice to say how much things have changed ever since. Particularly, the one subject he is referring...
30 May How does inflation impact securities?
Some economists, analysts, journalists, and even market-savvies eager to give their two cents on Twitter have been recently warning about rising inflation in the United States. No wonder why. The...
23 May The Volatility Paradox
Some economists, analysts, journalists, and even market-savvies eager to give their two cents on Twitter have been recently warning about rising inflation in the United States. No wonder why. The...
16 May Mr. Market
Over 70 years ago, Benjamin Graham created the most enjoyable, compelling, and instructive parable ever created. Or at least for those who love investing. A proper understanding and its application...
09 May Speculator VS Investor
Driving back home after a day at the office, I stopped at a gas station. While filling my deposit, another guy placed his car at the next counter, stepped out...