by Rafael Rosa on November 26, 2008
Investors always like to look back at history when trying to figure out what is happening in the economy today. It is true that history can gives us great insights to the mechanics of what is happening in the economy, however, we cannot overestimate the power of this tool to understand the full picture of [...]
by Rafael Rosa on November 20, 2008
The big success stories in the last few years have been related to commodities, real estate, and emerging markets. However, the real estate bubble bust, commodities prices are down by more than 50%, and there have been massive capital outflows from emerging markets. This leaves us searching for new opportunities.
The U.S. market is probably the [...]
by admin on September 18, 2008
As stated in a previous post, the Dow Jones Industrial Average has stayed in a very consistent up-down cycle for the last few months. It goes up for a day or two and then loses those gains in the next day or so. In the last three days it has also kept a similar pattern; [...]
by admin on August 4, 2008
In the past few weeks we have seen some small stock market rallies due to the downward movement in oil prices. This included rallies in airlines stocks, automotive stocks, and other stocks who are oil-dependent. However, do not be fooled by these up-swings which have no fundamental support. If oil drops $5.00 during trading, it [...]