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Food for Thought #18
What you need to know to protect your capital. Considering that 95% of the S&P 500 reported in the quarter, it sounds fair to go over the big numbers and to think about it.…
Economy
5 posts
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Food for Thought #15
FOMC is Approaching; Uninspiring Earnings Season; Technical Doesn’t Help; Neither Does Amazon; Last Hope; Meanwhile in China; Politburo Highlights; Reiterating the View…
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Food for Thought #14
Hi.
This month, China has been adopting new policies that we believe will materially
affect the landscape in the 2H22,…
Food for Thought #8
Disclosure: All posts on Giro’s Newsletter are for informational purposes only.
This post is NOT a recommendation to buy…
Food for Thought #4
Today’s outline
* Long-Term vs. Short-Term
* Review Estimates
* Raising Funding Cost ($STNE)
* Change in Regulation ($XP)
* The bumpy road ahead…