Select Page

Financial Markets in 2020

Financial Markets in 2020 MARKETS by Diego Tremiterra FollowFollow Dec 31, 2020 Key Takeaways Despite a challenging year for society as a whole, financial markets mainly returned positive results (unless you’re 100% in crude oil or the US Dollar). This has mainly been...

Vaccines For Reflation

Vaccines For Reflation MARKETS by Diego Tremiterra FollowFollow Nov 17, 2020 Key Takeaways The surprise gridlock between the presidency and the Senate (to be revisited in January) resulting from the US elections decreases the likelihood of higher taxation, increased...

Choppy Ride Ahead of U.S.

Choppy Ride Ahead of U.S. Markets Print for 29 September 2020 · by Diego Tremiterra Key Takeaways Election years have historically brought positive return to markets, and since 1944 we only had two election years that were not positive… 2000 (Dot-com Crash) and 2008...

There’s a New Kid in Town

There’s a New Kid in Town Markets Print for 25 June 2020 · by Diego Tremiterra & Jeff Zananiri Download as PDF Key Takeaways We’ve seen a huge amount of new retail investors joining the financial markets, with the ambition of finding opportunities to “buy...

Repeat After Me, The Markets Are Not The Economy

Repeat after me, the markets are not the economy Markets Print for 28 May 2020 · by Jeff Zananiri Download as PDF Key Takeaways We are witnessing one of the largest divergences between the financial markets and the real economy, in history. Tech has seen a...