Biden and his economic plan: a complicated balance?
On March 31, Joe Biden unveiled the long-awaited American Jobs Plan (AJO).What is the dimension of...Are we too optimistic?
Macroeconomic indicators are overflowing with optimism rarely seen. Especially in the United...Rotation towards Value: How long can it last?
Over the past ten years we have become used to Growth stocks yielding much higher returns than...The shift towards a renewable mix
The recently released IEA (International Energy Agency) report highlights the difficulty that faces...February, a cyclical month
Since the news of the good results of the clinical trials in November, cyclical companies are...Renewable Energies: fair valuations?
The new decade has started with a very clear objective: to reduce emissions of polluting gases.Size does matter
Broadly speaking, largest capitalization companies (specially FAANGs), are the ones that have best...In the long run, does the stock market go up?
The well-known phrase of "in the long term, the stock goes up" is a mantra that many of us have...Topics
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