The Mexican Reality After the Elections
After a long campaign that was closely followed around the world, Mexico went to the ballot box on June 2, not only to elect its new president but also to take part in the largest election in the country’s history.
Is Nvidia the Forrest Gump of the Market?
Thoughts on Nvidia, viewed through the lens of the herding-behavior bias.
From Warren Buffet to Roaring Kitty
A brief summary of the effects of social networks on financial markets.
The Fed is Important, But So Are Other Variables
Exploring other variables that could impact U.S. markets, including tariffs and consumer spending.
Navigating a World with Increasing Geopolitical Risks
Over the last few years, the world has been shaken by the revival of several geopolitical conflicts that have reminded humanity of the different motives behind the decisions taken in the realm of politics and international relations.
The Data Will Write the Story
Our thoughts on the Federal Reserve’s meeting this past Wednesday.
The IMF’s WEO and Latam: is this a bump in the road?
As is customary, the IMF and the World Bank held
their spring meetings in Washington last week.
Landing on an Aircraft Carrier
Our thoughts on the possibility of a soft-landing of the U.S. economy, the equity market’s expectations of it, and how to approach the current situation.
Economy in Motion: The Kinetic Art of Turning Energy into Wealth
Latam Central Banks: leading the way
Last week, several central banks around the world held high-stakes meetings to determine the course of monetary policy in the future.
The Only Change Was No Change at All
This past Wednesday, March 20th, marked a much awaited “Fed Day”, the infamous March meeting…the ides of March. At the end of last year,
the market expected the Federal Reserve to begin its rate cut campaign on this day, with the first of seven expected cuts for the new year.
Scouting Potential Players in the Artificial Intelligence Industry
A potential “shopping list” of ideas that investors looking to get exposure to the AI industry could consider after a market pullback.