It’s cheap to visit poor countries again
JPMorgan index of emerging market currencies hit a multi-year low. Sorry but i don't see inflation!
So true
El ser humano tiene necesidad innata de dirigir su propria vida, de aprender y crear cosas nuevas, de mejorar, tanto a si mismo como al mundo que le rodea.Aitor Zaratei…
I am working since 1987
I am working since 1987 (the pic below is from 2002!)from that period until 2000 the markets had a good run but i didn't had capital, i din't had money…
What is the problem with Europe
The great Charles Gave says that two open economies with currency set up by the market should in the long run have the same stock market return.That was the case…
A coincidence !
I came across this in The Economist this monthAbraaj, a private-equity firm, files for provisional liquidationThe firm dipped into investor funds for its own corporate purposes........................A review from Deloitte, an…
Boat sharing
Few boat owners make regular use of their expensive assets.On average french boats are used 10 days a year and the 12 million american recreational boats are off 2 weeks…
Can there be a lasting bull market if banks do not participate?
This is the title of a great GaveKal piece by Louis Gave DB is down again today why banks are underperforming big time? i guess the most lucrative parts of the business,…
“How To Build A Company Where The Best Ideas Win”, Ray Dalio
“How To Build A Company Where The Best Ideas Win”, Ray Dalioonly the objective make this company ahead of almost everybody. Most companies do things just because it's the way…
What is wrong here?
I wasn't expecting Italy to export almost the same as japan or France and more than the UK.Italy is not the sick man of the world at least not the…