Category Archives: Current Events

Reports on current events and how they may be affecting my outlook (Weekly Bull/Bear Recaps).

“There are no facts, only interpretations.” — Friedrich Nietzsche. (February economic notables)

Good evening, Below is a concise 2-page report recapping economic data from the U.S., Europe, and Asia released in February. My next report will cover recent geopolitical events (Ukraine; droughts in South Asia, etc.) Highlights: Investors are interpreting worsening economic … Continue reading

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Who’s Naked? — January economic notables

Good afternoon, Below is a concise 2-page report recapping economic data from the U.S., Europe, and Asia released in January. Highlights: U.S.: Wintery mix warped economic data; but keep an eye on the consumer. Europe: Draghi’s risky bet: Europe’s ongoing … Continue reading

Posted in Current Events

Weekly Bull/Bear Recap: Nov. 18-22, 2013

Good morning, below is my latest report.

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Weekly Bull/Bear Recap: Nov. 11-15, 2013

Good evening, below is my latest report.

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The Month that was: October ‘2013

Good Morning, This report concisely summarizes the important macro events that occurred in October.  A more extensive time-horizon is required to avoid costly psychological traps, which all investors are prone to, such as representative (sample size neglect) and availability biases. … Continue reading

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Weekly Bull/Bear Recap: October 21-25,2013

Good evening,  Below is my latest report on the major macro news for the week.  Have a wonderful weekend. — Rodrigo

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LATAM Report October 2013: Brazil

Good evening, I have just finished an extensive special economic report on Brazil, which reviews the country’s economic history and the main impediments restraining long-term growth.  Thank you for your support — Rodrigo

Posted in Current Events