FoodForThought

20 posts
Food for Thought #18 public
FoodForThought 7 min read

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.…
Giro Lino
Food for Thought #17 public
FoodForThought 10 min read

Food for Thought #17

Since Thursday, the market has been speculating that BTG Pactual and Stone would be negotiating an M&A — actually, BTG Pactual would be the buyer. Stone's gossip began in Dec of 2021 when the company hired JP Morgan to assess strategic options.…
Giro Lino
Food for Thought #16 public
FoodForThought 8 min read

Food for Thought #16

The week's most significant event was the FOMC decision to increase the Fed Funds Rate (“FFR”) by 50bps. Also, Powell said that 50bp increases in the FFR should be on the table at the next couple of meetings.…
Giro Lino
Meanwhile in China public
FoodForThought 3 min read

Meanwhile in China

On Friday, Beijing held a symposium [https://www.bloomberg.com/news/articles/2022-04-29/china-s-politburo-pledges-efforts-to-meet-economic-targets] on the heels of the Politburo…
Giro Lino
Food for Thought #15 public
FoodForThought 8 min read

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…
Giro Lino
Food for Thought #13 public
FoodForThought 9 min read

Food for Thought #13

Today’s outline * LT Fundamental Holds * Financial and Physical Risks * Industry Capital Deficit * Volatility Trap * Wrong Risk * Closed Ideas This…
Giro Lino
Great! You’ve successfully signed up.
Welcome back! You've successfully signed in.
You've successfully subscribed to Giro's Newsletter.
Your link has expired.
Success! Check your email for magic link to sign-in.
Success! Your billing info has been updated.
Your billing was not updated.