“Value” Or “Growth”. The Demise of Value Investing?

In the last five years we have witnessed a debate that in my opinion is incorrect and in some cases deliberately manipulated. The dilemma “Value” against “Growth” and the demonization of the former in the face of bad recurring market performance.

Value is the strategy in which the selection of stocks ​​is based on analyzing the fundamentals and finding those companies that trade at cheap multiples and with high potential for revaluation.  Growth is the strategy that looks for companies with high growth that deserve a higher valuation for being in a period of a strong increase in margins and sales.

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Gamestop. Revenge of the Small Investor or Massive Bubble?

Gamestop. Revenge of the Small Investor or Yet Another Massive Bubble?

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If small investors believe part of the market is rigged and some people in Wall Street undertake illegal activities… Why do these so-called Robin Hood platforms decide to do things that are borderline illegal if not exactly the same as what they accuse others of doing?

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Currency Wars Are Back

The biggest mistake the Biden administration can make is to follow the siren calls of its competing economies to massively devalue the US Dollar, print endlessly and go full-MMT (Modern Monetary Theory), which is not modern nor a theory. Destroying the currency’s purchasing power to finance bloated government spending has been used for centuries with the same final effect: Collapse of the economy.

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