The Fed Trembles at the Buffett of the 1980s: “Inflation is a Giant Corporate Worm”
Consumer Price Index (CPI) has stood at 4.2%, its highest level in thirteen years. Inflation…
Opinion
The commodity supercycle has its ghostbusters in central banks
The arrival of an uptrend is contemplated that can last decades The last year has…
Rising inflation condemns European economies to stagnation
Industrial prices rise at the fastest pace since January 2006 The upward trajectory of prices,…
‘Reflation trade’ and inflation, consequences and meaning
Reflationary trades tend to involve assets exposed to faster economic growth, price pressures and higher yields. It…
The ‘new oil’ is shaped like a chip and puts the world economy in the hands of just two countries
Taiwan and Korea produce 83% of all processor chips Back in the 70s and 80s,…
Trump Legacy
After President Trump comes Biden Now that Donald Trump is no longer president, it is…
Spain, a very weakened country
Spain was the European country that destroyed the most jobs in the first half of…
What President Joe Biden Must Solve
Joe Biden elected president of the United States. Trump’s victory four years ago took everyone…
The lawsuit against Google is just the tip of the iceberg
It is difficult to know how this legal action will take against Google, but it…
China, the big lie
China that aspires to be number 1 will suffer for its lies. I acknowledge that…
Stock markets are for crafty
Stock markets are out of touch with reality and the bubble may burst. Throughout the…
Flexible funds and the death of ‘value investing’
‘Value investing’ has entered a phase of decline. The coronavirus crisis has left important lessons…