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Stock Market Review #14
Consultorio Bursátil #14
Iceberg ahead! (Weekly summary 24 May 2025)
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Iceberg a la vista (Resumen semanal 24 Mayo 2025)
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El dÃa de la liberación (29/03/2025)
Nuestra predicción, compartida al inicio de año en el artÃculo de posicionamiento e ideas para 2025, empieza a materializarse.
29 marzo 2025
Después de un inicio de año centrado en la actualización de los artÃculos de inversión ya publicados (esta semana hemos tenido el de Sylvania Platinum y están por llegar el resto), volvemos ya también con las nuevas ideas de inversión a partir del lunes.
The FED must cut (Weekly summary 22/03/2025)
This week has been very active in terms of video content creation. I took part in an episode of Rompiendo el Mercado alongside Edgar and, most notably, conducted an interview with the CEO of Dynacor, one of our core positions.
22 March 2025
The model portfolio's return is -0.82% YTD compared to -3.48% for the S&P500, and +67.02% versus +43.03% for the S&P500 since inception (September 2022).
Trump 2.0 (Weekly summary 15/03/2025)
There have been quite a few interesting events to analyze this week, and below I list the most noteworthy news.
15 March 2025
The model portfolio's return is -3.44% YTD compared to -3.85% for the S&P500, and +65.25% versus +42.87% for the S&P500 since inception (September 2022).
G&R Q424 analysis
In this deep dive, we will analyze the Q424 commentary from Goehring & Rozencwajg, an American investment firm specialized in commodities, which always provides a very interesting and groundbreaking perspective.
The dollar smile (08/03/2025)
Yesterday, we published the third and final installment of our Q4 earnings review for the companies in our watchlist, covering $ICL, $GLNG, and $VET.TO. The remaining companies that have yet to be discussed will be covered in detail in our weekly reports and on Discord.
