Following closely international markets and economics, with a focus in Spain. Freedom, capitalism and knowledge.
Joined September 2019
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Hedge Fund Wizard retweeted
📄 DOCUMENTO $ADBE (40 PÁGINAS) 📄
Todo lo que necesitas saber sobre sus fundamentales, en un solo PDF.
Para que te lo envíe ahora mismo:👇
👤 Sígueme
❤️Dale Like
🔄 Haz RT
✍️ Comenta la palabra "PDF"
¡Vamos! 🚀
Hedge Fund Wizard retweeted
📢📢ATENCION📢📢
Llevo un tiempo currándome un Excel con unas 20.000 empresas para filtrar rápido por ratios. 📊
Le he puesto formato por colores para verlo fácil🟢🔴 y todos los ratios habidos y por haber.
A mí me sirve bastante para filtrar paja.
Si os es útil, os lo paso encantado. Para recibirlo:
1️⃣ Da Me gusta ❤️ 2️⃣ Haz RT 🔁 3️⃣ Deja un comentario 👇
Y os lo voy enviando por privado. 📩
Hedge Fund Wizard retweeted
📉 10 empresas en mínimos de 52 semanas que:
💰 Tienen caja neta
📈 ROCE alto
🚀 Crecen EPS >10-15%
🧠 Buenos márgenes
📊 CAGR cotización 10 años >8%
✂️ Sin dilución
¿Te interesa el Excel?
Sigue a esta cuenta🔝, comenta MINIMOS y dale RT🔄.
"Lehman Brothers por fin descansa en paz, y su último acto fue aquello que tanto le gustaba hacer en vida: enriquecer a los que se atrevieron a lanzar las apuestas más arriesgadas"
eleconomista.es/mercados-cot…
La estrategia de Pedro Sánchez con #Broncano: captar el voto joven.
Los jóvenes están cada vez más escorándose hacia la derecha. Sánchez trata de ganárselos con el bono cultural y Broncano (pan y circo).
Los jóvenes tienen todo el motivo de estar descontentos...
Banks will need to start paying interests for the deposits in order to stop the runaway to money market funds.
This will reduce significantly their record profits from last year.
Moreover, they should recognize some loss due to drop in value of their fixed-interest rate assets.
The discussion for regulating the speculation in CDSs market is going to come back.
This time the argument for it is stronger.
Hedge Fund Wizard retweeted
Janet Yellen admitted to Congress that SHE and other government officials determine which banks are systemic, and which are not.
Below are the entities that paid her over $7MM in “speaking fees” before her time at Treasury.
Banana Republic stuff. @DoombergT
Everyone says that $SIVB failed because its large portfolio of long term government bonds, but that's not the problem.
The true problem is that its assets were mainly fixed interest-rate assets.
The other main problem that $SIVB had was its deposit exposure to the startup ecosystem, a bubble that bursted. Startups are burning deposits, as funding rounds become less frequent.
This why I think flatexDEGIRO is a good investment. I think the market overreacted to the Bafin warning and it's trading at an PER 9. It has a great product. It can benefit a little from higher interest rates. It is not involved in the crypto environment
Why has Santander ( $SAN )stock highly underperformed last year compared with its Spanish peers and why do I think it is a good buy right now? And it is cheaper in terms of PER
There is a lot of talk these days about the possibility of a Debt Crisis in the next years. I've analyzed it and this is what I found.
Debt Sustainability is a combination of 5 factors: Current Debt Levels, Inflation, Interest Rates, Real-GDP Growth and Deficits
I don't think a Debt Crisis is impossible to avoid. Some ways of avoiding it are:
- Letting inflation run high for some more years
- Reduce Public Deficits
I see we're opting for the first one, as Central Banks aren't increasing interest rates at levels needed to ...