Empresa
Citigroup
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.
08 February 2025
The model portfolio's return is +4.57% YTD compared to +2.55% for the S&P500, and +70.67% versus +45.72% for the S&P500 since inception (September 2022).
18 January 2025
The model portfolio's return is +4.84% YTD compared to +2.01% for the S&P500, and +70.85% versus +45.48% for the S&P500 since inception (September 2022).
Weekly summary 28/12
Warpping up
28 December 2024
The model portfolio's return is +26.62% YTD compared to +23.26% for the S&P500, and +64.59% versus +44.59% for the S&P500 since inception (September 2022).
14 December 2024
The model portfolio's return is +34.63% YTD compared to +24.52% for the S&P500, and +72.63% versus +45.85% for the S&P500 since inception (September 2022).
TRUMP 2.0: El regreso de MAGA
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PGM’s Empresas
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El juego del calamar de los tipos (Resumen semanal 11/05)
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Recap Mensual 2024-VI
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The Norwegian ilusion (G&R Q423)
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G&R Q323 analysis
The Jevons paradox
