AI, tariffs and a pause (Weekly summary 01/02)
We are now entering the results presentation season, which are usually very positive events for our portfolio, as they show the market the great cash generation capacity of
We are now entering the results presentation season, which are usually very positive events for our portfolio, as they show the market the great cash generation capacity of
Weekly Macro Summary There have been quite a few interesting events to analyze this week, and below I list the most noteworthy news. Let’s get
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We close a shorter week in the markets, although far from calm on the (geo)political front. Regarding our publication, in the coming days we will release two articles focused on Argentina (a macro analysis and a new investment idea), delving deeper into a topic introduced over a year ago in our Discord by Mr.Timbits, and on which we have recorded and published a great deal of material.
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