Weekly Analysis: $BTC, BTC Dominance and $HT
Back and forth week in the assets with the largest capitalization of the crypto market, in which we have seen how $BTC accumulated losses of more than -5% in the middle of the week, to later bounce from the support zone and approach the weekly close with a result close to 0%. This bounce adds […]
The CPI sets the pace
As in previous months, the market is attentive to macro news, which is what is setting the pace and the evolution of prices. In our strategy, we used to focus on central bank meetings as reference news and some labor market data, as is the case of the NFP USA But this scenario has changed […]
The New New England
Every week we find ourselves in the eternal dilemma of narrating the fall of the empire or the creation of the new economy. Perhaps one cannot be separated from the other. Last week we discussed the monumental shit of the British empire with its tax cuts and its impact on the Pound (God Save the Bank […]
How may I safely protect my money?
Now that inflation is evident, so is the damage to savings. If we don’t make our money work for us, we can buy less and less. Economists expect interest rates on deposits to rise, but my doubt as a financial adviser is whether these rises in nominal returns (without taking inflation into account) are going […]
The Recession opportunity
Recession it’s a good excuse to invest. It only depends on how long you put your goal, if you are thinking in the long term, this could be your moment. That’s especially true if you bet on exponential trends. Trends are the clue. Sometimes we use exponential curves to have better perspective over long time periods. […]
Killing players
Some voices say that the problem of inflation is beginning to be controlled, that in a few months it will begin to fall, that the economy is already cooling down, as shown by the import charts for German products, and that the reduction in global demand will impact in inflation. For example, the cost of containers is starting to […]
Relativity
With inflation soaring to levels not seen for years, investors need to reconfigure their dashboards so their metrics efficiently capture what is happening in reality. Because earning 5% a year with 0% inflation is not the same as earning 5% with 10% inflation. Investor would be losing 5% a year. In this sense, it is difficult to […]
How long will it take?
What has happened before, will happen again and we certainly can learn from it. In this article we will try to learn from the past how long can this economic crisis be. In the last 100 years we have seen at least 7 major downturns and many minor ones, but we will concentrate on the major ones […]
Fake… Again
One more week we face the challenge of telling you what is happening in the market, and we do it in complicated conditions, as it is not making it easy for us. One could reasonably assume that the result of reading an article like this one would be to end up with a clear idea […]