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United States

United States, Equity, Recession

Earnings Season: Expected Disappointment?

The already published results of Q1 2022 have not left anyone indifferent. Despite the fact that...
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Growth, United States, Equity

A good earnings season, a bad guidance

The earnings season for the last quarter of 2021 has not left anyone indifferent. In general, we...
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FED, Economy, United States, Inflation

Recovery plan or excessive public spending?

Since the 2008 crisis, the narrative in favor of public spending began to gain traction in the...
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Value, United States, Equity

Infrastructure Plan: What companies should I have in my portfolio??

The conflict to raise the debt ceiling in the US is creating tension in the economy and uncertainty...
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United States, Equity

Wall Street´s most shorted stocks

Just like investors can position themselves in favour of a stock (long) , they can also take a...
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Economy, United States, Equity

Small Cap - Cheap relative to Large Cap?

At the end of July 2021 we can say that the economic recovery has had a favorable effect on...
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FED, United States, Equity

S&P 500 - Is It Overvalued?

The rally in the American stock market from 2010 to 2020 (the longest in history), and since the...
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Growth, Value, Economy, United States, Equity

US Equity.. How much left?

Major American indices continue to record highs and the gains are piling up. The euphoria over the...
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United States, Europe, Equity

Is it time for European equities?

Over the past few years, the US stock market has performed much better than the European stock...
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