PORTFOLIO MANAGEMENT

The Critical Need for Cybersecurity Investment       Read the Full Article   Author: UMBERTO MILLE

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Pro Medicus: A High-Growth Opportunity in Medical Imaging Pro Medicus Limited (ASX: PME) has emerged as one of the most dynamic players in the medical imaging software sector, delivering substantial growth and capturing increasing market share, particularly in the United States. Over the past year, the stock has surged by more than 185%, pushing its […]

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MICROSOFT CORPORATION (NASDAQ: MSFT) – INVESTMENT ANALYSIS   Dive into the latest in-depth investment analysis of Microsoft Co., crafted by our Investment Strategy Team of the Portfolio Management division, packed with strategic insights you won’t want to miss!          Read the Full Article   Author: Diego Andretta

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PORTFOLIO HOLDING UPDATE: ALPHABET       Read the Full Article   Author: Filippo Ferrero

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NextEra Energy (NEE) – Investment Report OVERVIEW NextEra Energy, Inc. (NYSE: NEE) is an American energy company and a global leader in renewable energy production, founded in 1925 as Florida Power & Light (FPL) and headquartered in Juno Beach, Florida. Initially serving as a traditional electric utility for Florida, the company has evolved into the […]

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Analysis of the Global Automotive Industry and Market INTRODUCTION The global automotive industry is undergoing significant transformations driven by technological advancements, shifting consumer preferences, and evolving regulatory landscapes. In 2024, the sector faces both challenges and opportunities as it navigates these changes. INDUSTRY OVERVIEW Global vehicle sales are projected to reach approximately 94.7 million units […]

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TRUMP’S RETURN TO PRESIDENCY: impacts on the stock market and economic outlook Donald Trump’s return to presidency is a highly debated topic, with the markets reflecting both hope and apprehension. His presidency promises to bring drastic changes in economic policy, with key discussions around tax reforms, deregulation, and trade policy. All these factors are already […]

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ELI LILLY FACES RATING DOWNGRADE DUE TO SALES ISSUES, WHILST MOODY’S STOCK REACHES ITS ALL TIME HIGH Erste Group, one of the main European banking groups based in Austria, recently modified its rating of portfolio holding Eli Lilly (LLY) (0.2 units purchased @582.99). Its recommendation changed from Buy to Hold and the main factors that […]

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Market Volatility Amid Earnings Season and Policy Shifts: NVIDIA, Oklo, and Eli Lilly in Focus During the last two weeks, the stock market has fluctuated greatly, partly due to the election of the new US president, Donald Trump, and partly because we’re right in the middle of earnings season, when many companies report their earnings […]

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STOCK ANALYSIS: NU HOLDINGS (NU) NUBANK’S RISE TO SOUTH AMERICAN UBIQUITY Overview Nu Holdings Ltd. (NYSE:NU) is a Brazilian holding company which provides digital banking services in South America founded in 2013 and headquartered in São Paolo, Brazil. It has found great success by exploiting this untapped market, as South American countries have gradually begun […]

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Swiftonomics, a term coined to describe the economic influence of Taylor Swift, encapsulates the intersection of pop culture and economics. As one of the world’s most influential artists, Swift’s activities generate significant economic ripples, affecting various industries and market behaviors.  Concert Tours and Local Economies Taylor Swift’s concert tours are a prime example of Swiftonomics […]

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Eli Lilly and Company (NYSE: LLY) was founded almost 150 years ago in 1876 by Colonel Eli Lilly and it is one of the leaders in the healthcare industry. The company has its HQ in Indianapolis, Indiana, has more than 44,000 employees and its products are marketed in approximately 105 countries, as can be seen […]

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Moody’s Corporation, founded in 1909, has its headquarters in New York City. Moody’s Corporation operates as an integrated risk assessment firm globally, they provide market credit ratings, research, tools, and analysis. Moody’s Ratings (previously known as Moody’s Investor Service) is the part of the company that deals with credit ratings. Its ratings and research in […]

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The value of Copper, often referred to as “Dr. Copper” for its role as an economic indicator, is experiencing a significant rally in its market value. Prices have surpassed $10,000 per ton for the first time since April 2022, reaching around $10,220 per ton, driven by soaring global demand and tight supplies, rising 29% from […]

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Many of the most important power companies have started to either change or review their targets to develop renewable energy because of high costs in development and low costs of electricity. This comes as a sign of the general difficulties that present in transitioning away from fossil fuels. The continent’s largest renewable energy producer, Starkraft, […]

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May 16th, 2024 – ChatGPT maker OpenAI held its “Spring Update” event on Monday, where it announced a new desktop app, a web UI refresh, and the launch of its most advanced model, GPT-4o. The demo showcased how edge devices, starting with Macs and iPhones, can benefit from AI. By integrating voice, text, and images, […]

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May 8th, 2024 – Today, Shopify (SHOP) (-19.3% at 10:35 AM EDT), a notorious Canadian e-commerce firm  operating in multiple countries, disclosed its expectations about quarterly revenue growth  and the forecasted values are the worst in the last two years. Among the several factors that  led to this poor result are the decreasing consumers’ spending […]

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May 5th, 2024 – Founded in 1926, United Airlines is an international airline company with more than 100,000 employees headquartered in Chicago, Illinois that provides air transportation services worldwide. Its business lines include people transportation, which is the primary source of revenue, and cargo transportation, which offers freight and mail services. These two segments contribute […]

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May 1st, 2024 – In the current year, 2024, market trends have 3 main characteristics: medium growth, high inflation and elevated geopolitical risks. Such factors hinder investment strategies and opportunities across most asset sectors.  Said geopolitical uncertainties influence the equity market, as it can be deduced from growth expectations of 2-3% in the S&P 500. […]

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April 28th, 2024 – After the challenges of the year 2022 as a whole, digital ad companies finally succeeded in not only recovering but mostly exceeding the expectations analysts had for the first months of 2024, reporting strong achievements and wonderful results for their investors this week, publishing their first-quarter results.  Companies have gone through […]

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24 April 2024- One of our portfolio holdings, Boeing (BA) (Purchased 0.15 units @ $248.79) announced its first fiscal quarterly results better than expected. The analysts were expecting the adjusted loss per share to be $1.76 compared to $1.13 declared. The company also shared its revenue which is slightly above the expectations. $16.57 billion compared […]

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April 19th, 2024 – Netflix reported better-than-expected revenue and earnings for the first quarter of 2024 thanks to subscribers growth of 16% YoY. The streaming company posted an EPS of $5.28 and a 14% revenue growth to $9.37 billion, and they both have beaten analysts’ expectations. The company struggled in premarket because of a poor […]

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April 17th,  2024- One of our portfolio holdings, purchased recently, United Airlines (UAL) (1 unit @$41.78) announced its quarterly result after markets closed on Tuesday. United Airlines reported first-quarter revenue of $12.5 billion, compared to the consensus estimate of $12.4 billion. And an adjusted quarterly loss of 15 cents per share, outperforming analyst estimates of […]

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April 16th, 2024 – Today, Bank of America (BAC) released an important statement in which it disclosed its disappointing  Q1 2024 profits, which marked a decrease of around 18% compared to their 2023 Q1.  The factor that determined this very poor performance was the huge difference  between the deposits’ costs and the combination of assets’ […]

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April 15th, 2024 – In the first quarter, Goldman Sachs witnessed a 28% increase in profits, well beyond what analysts expected, as a result of their strong performances in these months. Bloomberg’s compiled analyst forecasts were nearly $1 bln short for the bank’s reported net income for the first three months of the year, which […]

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April 11th, 2024 – Tech giants led a stock rally on Thursday as investors weighed encouraging wholesale inflation data against yesterday’s harrowing price report. The Nasdaq surged 1.7%, while the S&P 500 gained 0.7% and the Dow Jones ended the day flat. Nike (NKE) have been under fire in the past months, with shares plummeting […]

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Creating a balanced portfolio is analogous to constructing a robust house: each component plays a crucial role in ensuring its stability and resilience. In the world of finance, portfolio diversification stands as the cornerstone of prudent investment strategy; at its essence, diversification involves spreading investments across various asset classes to mitigate risk and maximize returns. […]

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April 8th, 2024 – It is thought by many that good times for always increasing gold prices may have come to an end and the price of the commodity could experience a downturn shortly. The spot yellow metal price has hit a fresh record of $2,375.5 per ounce on Monday confirming the positive trend of […]

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6th April, 2024 – The financial guru from CNBC, Jim Cramer, had brought into the notice the rosy prospect of microcap stocks, particularly in healthcare as one of the best investment options for the year 2024. Stating that the most notable effect is the revival of the smaller companies, Cramer indicated five companies that though […]

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April 5th, 2024 – On Friday, Zalando lost 5.72%, it lost 9.08% in the last 5 trading days, but it is up 24.07% in the last month, 11.25% in 6 months and 15.6% from the beginning of 2024.  Founded in 2008 in Berlin, Zalando is a leading European company in the e-commerce sector for fashion […]

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April 4th, 2024 – Stocks tumbled on Thursday in a session of volatile trading ahead of the March jobs report. The Dow Jones lost 530.16 points, 1.35%, to close at 38,596.98, suffering its worst session since March 2023. The S&P 500 dropped 1.23% to end at 5,147.21 and Nasdaq dipped 1.40% to close at 16,049.08. […]

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03 April 2024- At a conference held by Stanford University in California, Jerome Powell commented on the current stance of the US economy and he answered some questions. Recently, the data on job gains and inflation came higher than expected, when commenting on this data, Jerome Powell said that it doesn’t change the big picture […]

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April 2nd, 2024 – General Electric (GE) recently terminated its break up process through which 3 different companies  were created (GE Healthcare, GE Aerospace and GE Vernova that came to life at the beginning of  2023). This huge operation was announced in late 2021, after GE saw its dimension increasing hugely  thanks to an important […]

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April 1st, 2024 – The upsurge in demand for energy to power data centers, therefore the amount of the latter required to fuel the ongoing AI revolution could lead to a “golden era” for natural gas, according to executives. Managers’ belief, strongly supported by data, is that renewable energy sources and batteries won’t be enough […]

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30th March, 2024 – In the rocky start of 2024, Tesla, the electric car giant, had a big drop. Its stock fell almost 30%, making it the worst in the S&P 500 index. This was very different from the larger market’s good rise, with the S&P 500 going up by 10.2%, its best in a […]

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29th March, 2024 – As we announced recently in our article on the 26th of March, Apple (AAPL) (Purchased 0.6 units @ $183.96) is struggling to keep its position in the Chinese market because of changes in the national macro environment and strong competition from Huawei. The Chinese networking and electronics company reported stellar results […]

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28th March, 2024 – The S&P 500 rose on Thursday registering its best first-quarter performance in five years, closing at 5,254.35 with a growth of 0.11%. The Dow Jones added 0.12% and finished at 39,807.37, while Nasdaq slipped 0.12% to end at 16,379.46. Reddit (RDDT) shares are plummeting after experiencing a rally stemming from the […]

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27 March, 2024 – H&M shares surged over 15% on Wednesday after the company reported better-than-expected first-quarter results. The reason for this impressive increase is a significant profit increase and a raised operating margin target. H&M’s operating profit was announced at 2.08 billion Swedish Krona (~$196 million), higher than analyst predictions of 1.43 billion Swedish […]

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March 26th, 2024 – Portfolio holding Apple (AAPL) (0.6 units purchased @183.96) is facing a series of difficulties in China  due to changes in the national macro environment and the fierce competition by Huawei, factors that  caused a 24% drop in iPhone sales in the first six weeks of 2024. The Cupertino based  company is […]

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March 26th, 2024 – Reddit, the beloved social media platform, made headlines with a staggering 30% jump in its shares following its recent IPO; Debuting at $34, the stock closed at an impressive $59.80 on Monday, reflecting investors’ fervent interest. Together with existing investors, Reddit raised around $750 million in the offering, marking a significant […]

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23rd March, 2024 – This week saw an unprecedented rise in the IPO tech market, bringing to end a prolonged period of drought triggered by the public offering of Reddit and Astera Labs. The two companies, which patrolled the same world within the tech-investment space, represented the first known venture-backed tech flotation in the U.S. […]

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22nd March, 2024 – Despite beating revenue and profit analysts’ expectations, Nike stock fell nearly 7% after giving a soft outlook for the full year and announcing slowing sales in China. Going through the numbers, revenue rose by 0.3% to $12.43 billion, beating the estimated revenue of $12.28 billion, while EPS came in at 77 […]

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March 21, 2024 – Thursday was a pretty good day for Wall Street, the Dow Jones closed in on the 40,000 threshold for the first time in its 128 years as markets rallied to new highs closing in at 39,781.5. Also the other two major indexes reached new highs with the S&P 500 increasing 0.3% […]

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20th March 2024 – Today, the Federal Open Market Committee announced they kept interest rates between 5.25%-5.5%, aligned with investors expectations. Even though they kept the rates at the same level, the signal of three possible rate cuts fueled investors’ risk appetite. Additionally, the Fed’s announcements were approached positively because since the recent data was […]

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19th March, 2024 – An important announcement regarding its competitive strategy in the near future has been released  by the oil giant Shell (SHEL). The company is about to shift its focus from the traditional retail  businesses to EV charging sites, with the London based company that opted for expanding the number of charging stations […]

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18th March, 2024 – Portfolio holdings Google (GOOG) (Purchased 0.8 units @ $133.93) and Apple (AAPL) (Purchased 0.6 units @ $183.96) had a positive run on Monday, rising 4.60% and 0.64% respectively. This came following a Bloomberg article outlining the possibility of a partnership between Google’s Gemini AI and Apple’s iPhone’s.  Both tech firms have […]

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In a recent Interview, Rolf Habben Jansen, CEO of Hapag-Lloyd, illustrated his views for the rest of the year on global trading. As we all know the Houthi attacks in the Red Sea and Panama Canal drought have driven up ocean freight with rates on key routes up 75% to 150% year-to-date. Despite these problems […]

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After doing a master’s degree in Finance, there are many career opportunities one can access. However, the choice for the most competitive candidates, who attend the best schools, usually boil down to either Investment Banking or Private Equity. Today we will take a look at these options in order to understand what a career in […]

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14th March, 2024 – After reaching its all time high on Wednesday, Bitcoin’s rally ended on Thursday. On Friday the most famous cryptocurrency continued to struggle, losing more than 4% at the time that this article was written (8:30 p.m. CET). The fact that Bitcoin did reach an all time high before its halving, was […]

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Hotter than expected inflation report Thursday afternoon caused yields to increase, given that the Federal bank might not be cutting rates as soon as markets previously expected. This general negative trend has rendered investor sentiment from positive to mildly negative, as major indices fell.  Meta Platform’s recent performance (up 39.8% ytd), can also be linked […]

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13th March, 2024 – The Dow Jones Industrial Average increased by 0.1% on Wednesday, while the S&P 500 and Nasdaq fell by 0.19% and 0.54%, respectively Tesla’s (TSLA) stock price dropped by 5% after Wells Fargo downgraded its rating to underweight from equal weight. They also lowered its price target to 125$ from 200$. Colin […]

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12th March, 2024 – A very important suggestion about how the FED should deal with interest rates’ cuts in the US has been  presented by JP Morgan CEO, Jamie Dimon, during an Australian Financial Review business meeting. At this moment, the majority of investors think the US’ central bank will not introduce changes in March  […]

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Mar 12th, 2024 – Bitcoin’s meteoric rise continues to dominate headlines as it reaches yet another milestone, surging to a record high of $72,022.16: this latest jump represents a 3% increase from previous levels and underscores the cryptocurrency’s enduring appeal to investors.  Driving this surge are the substantial inflows into U.S. spot Bitcoin ETFs, which […]

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On Friday, Eli Lilly and Company (LLY) (Purchased 0.2 units @ $582.99) announced that the US Food and Drug Administration (FDA) has postponed approving its Anti-Alzheimer’s drug “Donanemab” to further evaluate the safety and efficacy of the drug. The date of the advisory committee meeting has yet to be set by the FDA, and the […]

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US stocks rose on Thursday as the S&P 500 hit a new record high closing at $ 5,157.36 with an increase of 1.03%. On the other side techs took the lead with the NASDAQ gaining as much as 1.5% and the Dow Jones gained about 1.3%. Shares of portfolio holding Novo Nordisk (NVO) surged over […]

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At the meeting held by the Federal Reserve on Wednesday, FED Chair Jerome Powell stated that he is expecting the rate cuts to happen this year, unsure of when it will start. Jerome Powell said he wants to see a little bit more data to start cutting rates and expressed concerns that starting cutting rates […]

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Portfolio holding Apple (AAPL) (0.6 units purchased @183.96) continues to struggle as new data  regarding iPhone’s sales in China have been disclosed by the research firm Counterpoint. Taking into  account the first six weeks of 2024, there was a significant worsening in the sales trend of the main  product of the Cupertino company (–24% year […]

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In a significant blow to Apple, the European Union has imposed a hefty €1.8 billion fine for the tech giant’s antitrust violations in the music streaming market; this marks a crucial moment in Apple’s history as it is the first time the giant has faced such penalties for breaching EU competition laws. Following the announcement […]

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2nd March, 2024 – The World Trade Organization (WTO) concluded its 13th biennial ministerial meeting in Abu Dhabi with a significant breakthrough: another two years extension of the moratorium on e-commerce tariffs lasting until 2026. Indeed, the negotiations failed to reach consensus on sticking points like the treatment of agriculture and fisheries subsidies. WTO Director-General […]

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Introduction Today we will analyze one of the most contemporary and dynamic subjects – sustainable investments. Green investing or Sustainable investing (sometimes known as ethical investing, socially responsible investing or impact investing), is multidimensional but still focuses on financial performance. Incorporating the environmental, social and governance (ESG) standards into the investment process implies the implementation […]

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Nvidia (NVDA) (Purchased 0.24 units @ $471.73) was up on Friday by almost 4% but was outshined by AMD, that saw a +5% performance thanks to AI server demand from Dell Technologies, that posted better-than-expected quarterly earnings and registered a +30% performance on Friday. The fourth quarter revenue was $22.3 billion, above analysts’ expectations even […]

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US stocks went on to close the best February result for the S&P 500 and Nasdaq in nearly a decade, after investors digested a crucial inflation reading. The S&P 500 closed with a +0.5% finishing at 5,095.88, the Nasdaq grew even more with a +0.9% closing the day at its highest close on record. Meanwhile […]

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Wednesday’s report showed that the US economy grew at a 3.2% annual pace from October through December. The data came slightly lower than the 3.3% estimates. Bitcoin skyrocketed to $64,000 on Wednesday morning, going above $60,000 for the first time since November 2021. The bullish atmosphere initially started with the possibility of an ETF launch. […]

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Today, Dave Ramsden, deputy governor of the Bank of England, released an important statement  about the inflation trend in the UK during the Association for Financial Markets in Europe meeting.  According to Ramsden, the general increase in the level of prices seems to be persistent, although  factors like services’ prices as well as salaries growth […]

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Google recently encountered significant backlash for its AI image generation tool, prompting a rapid reassessment and temporary suspension of the service: the controversy stemmed from numerous historical inaccuracies and questionable outputs produced by the tool, resulting in widespread criticism and a notable decline in Alphabet’s shares, which fell almost 4% on Monday to $138.51 as […]

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Despite the robust performance of the U.S. economy and the flourishing tech sector, the year 2024 has seen a surge in workforce reductions within the technology industry, raising concerns and signaling a significant shift in the landscape of employment and investment strategies. While indicators such as Nvidia’s impressive earnings and the soaring Nasdaq index suggest […]

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Palo Alto Networks (PANW) (Purchased 0.2 units @ $245.03) was up by around 5% on Friday after the California based firm fell following second quarter results. Revenue was in line with analysts’ estimates, reaching $1.98 billions, while EPS beated analysts’ expectations by far, attesting at $5.47. However, guidance was much lower than expected for FY […]

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Feb 23rd, 2024 – Nvidia’s stock rallied 15% following a massive earnings beat, where they announced that their 2024 Q1 revenues would also be higher than previously expected. The stock also announced a forecasted 233% increase in revenues for 2025 Q1, which means the stock is forecasted to continue rallying and growing for the next […]

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One of our portfolio holdings, Nvidia (NVDA) (Purchased 0.24 units @ $471.73) announced its  fourth fiscal quarter earnings that exceeded estimates. Nvidia announced earnings per share of $5.16 vs $4.64 and revenue of $22.10 billion vs $20.62 billion expected. Nvidia CEO Jensen Huang responded to investors’ skepticism about the sustainability of growth. Huang said the […]

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Feb 20th, 2024 – After the UK inflation rate in January 2024 reached 4.00 %, Goldman Sachs (GS) (+0.02% at  4:00 PM EST), in a research note, asserted that there is a high probability that BoE will delay  interest rate cuts from May to June, with subsequent stronger interventions during the final  semester of 2024. […]

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Feb 19th, 2024 – In a recent turn of events, shares of Nintendo took a significant hit, following reports suggesting a delay in the launch of the highly anticipated Switch 2, the next iteration of its flagship gaming console. The company’s stock in Japan closed 5.84% lower amidst growing concerns regarding the company’s future prospects. […]

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Wall Street is witnessing a seismic shift as Big Shale emerges as the new powerhouse in the energy sector. The recent $26 billion merger between Diamondback Energy Inc. and Endeavor Energy Resources LP marks a watershed moment, reflecting a significant departure from past skepticism towards the shale sector. This monumental deal is just one in […]

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On Friday, Coinbase stock surged 16% after posting its first profit in two years. The largest US cryptocurrency exchange has reported significantly better than expected earnings thanks to growth in transaction volumes. The company posted for its first quarter an adjusted EPS of $1.04, better than the $0.02 EPS forecasted by Wall Street analysts. Quarterly […]

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Stock popped on Thursday with the S&P 500 hitting 5,029.73 with a growth of 0.58% despite a disappointing retail sales report. The Dow Jones rose 0.9% hitting 38,773.12, while the tech-heavy NASDAQ added 0.3% reaching 15,906.17. DoorDash (DASH) shares climbed 5.2% after the announcement of fiscal results of the fourth quarter, where revenues and orders […]

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On Wednesday, markets bounced back from the sharp decline that happened on Tuesday. S&P 500 increased by 0.96% to close at 5,000.62. Nasdaq advanced 1.3% to close at 15,859.15 while Dow Jones climbed 0.4% closing at 38,424.27 The latest consumer price index made public on Tuesday was hotter than expected. According to the Bureau of […]

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Despite its market trend characterized by a decrease of its share price of 0.17% by 4:00 PM  EST, today portfolio holding Nvidia (NVDA) (purchased 0.24 units @ $472.38) was able to  achieve an exciting achievement, reaching a market capitalization higher than Amazon.  In fact, while Nvidia’s total value was equal to $1.78 trillion, the Seattle […]

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Saudi Arabia’s state-controlled oil giant, Aramco, announced on Monday the suspension of its capacity expansion plans, citing the ongoing green transition: Energy Minister Abdulaziz bin Salman emphasized that the future of energy security lies in renewables, signaling a significant shift in the kingdom’s energy strategy. The decision to postpone Aramco’s capacity investment, which aimed to […]

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The European Union (EU) has reached a preliminary agreement to relax its strict fiscal regulations, offering member states greater flexibility in managing debt while incentivizing investments in key areas such as climate action, industrial development, and security. The revision of the Stability and Growth Pact, in response to unprecedented debt levels amid pandemic recovery efforts […]

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Feb 9th, 2024 – On Friday, stocks rose thanks to December’s revised inflation reading coming in lower than what was reported in the beginning, according to closely watched revisions made by the government.  As an evidence of this, the S&P 500 closed above 5000 for the first time ever at 5026.61 (+ 0.57%). The Nasdaq […]

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Feb 8th, 2024 – The S&P 500 reached the milestone of 5000 points during the day but closed at 4,997.91 with a growth of 0,06%, also the Dow Jones grew by a little, rising about 0.13%, while the Nasdaq gained 0,24%. Shares of online payments giant Adyen (ADYEN) soared on Thursday after the company reported […]

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Feb 7th, 2024 – On Wednesday, the S&P500 increased by 0.82% to close at 4995,06. Dow Jones and Nasdaq also increased by 0.4% and 0.95% to finish at 38.677,36 and 15.756,64 respectively. After markets closed, Walt Disney (DIS) announced their first-quarter earnings that topped estimates. Estimated earnings per share was $0.99 while the actual amount […]

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Feb 6th, 2024 – Today, Snap Inc. (SNAP) saw its shares’ price plummeting down by around 30% at 5:00 PM EST because of the huge discrepancy between Snap’s quarterly revenue estimates produced by Wall Street  analysts and the results disclosed by the company itself on Tuesday. Going into detail, while the  forecasted revenue was $1.38 […]

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Feb 5th, 2024 – In a recent turn of events, global fast-food giants McDonald’s and Starbucks have faced a notable setback in their sales directly attributed to the ongoing Israel-Hamas conflict; both companies reported a dip in their stock values, reflecting the economic repercussions of said geopolitical tensions. McDonald’s, witnessing a nearly 4% drop in […]

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Feb 4th, 2024 – Let’s face it, Apple (AAPL) (Purchased 0.6 units @ $183.96) has had a less than desirable 6 months. The stock has barely moved since June, and isn’t having the most positive beginning to 2024. Most investors have concerns regarding iPhone 15 and 15 pro sales, especially when it comes to the […]

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Feb 3rd, 2024 – In the latest round of earnings calls from major tech companies including Microsoft, Meta, Alphabet, Amazon, and Apple, a common theme emerged: substantial investments in Artificial Intelligence (AI) are crucial for future growth.  Tech leaders highlighted the importance of introducing AI across every layer of their technology stack. Microsoft’s CEO, Satya […]

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Feb 2nd, 2024 – Friday indices performances: the S&P 500 closed the session with a + 1.07% performance, rising for a fourth-straight week thanks to strong tech earnings and reaching a new record. Thanks to almost the same tech companies, the Nasdaq was up by 1.74%, and also the Dow Jones gained 0.35% in this […]

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Feb 1st, 2024 – Today shares jumped and fell after many companies reported their quarters’ results, but in general the market reacted positively, the biggest winner was NASDAQ as it grew 1.3% closing at 15,361.64. Just points lower we have the S & P 500 with an increase of 1.25% that closed at 4,906.19 and […]

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Jan 31st, 2024 – On Wednesday, Wall Street experienced its most significant decline since September after Big Tech stocks reported earnings. The S&P 500 lost 1.6% . The Nasdaq Composite fell 2.2%, and the Dow fell 0.8%. FED held rates unchanged.The market was pricing rate cuts to start in March but chairman of FED Powell […]

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An ETF (exchange-traded fund) is a passive investment fund that trades on stock exchanges that replicates a stock index, a bond index, a sector, commodities or other assets such as cryptos. ETFs are one of the best instruments to diversify and reduce the investment risk. As said before, ETFs are exchanged in the stock market […]

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Jan 30th, 2024 – On Tuesday, Advanced Micro Devices (AMD), one of the main chipmakers worldwide,  disclosed 2024 Q1 revenue expectations way lower than Wall Street analysts’ estimates, while the AI processors sales are expected to increase sharply. With respect to the second feature,  it must be considered that many businesses are trying to find […]

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Jan 29th, 2024 – In a surprising turn of events, Amazon has decided to abandon its planned acquisition of iRobot, a renowned vacuum-maker company, known for its Roomba devices; this move comes after both companies acknowledged that obtaining regulatory approval for the deal was an insurmountable challenge. Alongside this announcement, iRobot disclosed plans to lay […]

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Jan 28th, 2024 – Given the USA is currently entering the presidential race, it is wise for us to look at how a possible republican victory might affect the stock market, and especially, our portfolio. As it stands, Donald Trump seems to have the upper hand over Nikky Haley in the republican party, meaning we […]

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Jan 27th, 2024 – JPMorgan Chase is undergoing significant leadership changes, stirring speculation about the eventual successor to current CEO, Jamie Dimon. The reshuffle involves key executives, including Jennifer Piepszak and Marianne Lake, who were previously considered front-runners for Dimon’s position. Piepszak, former co-head of JPMorgan’s consumer bank, now shares the role of co-head of […]

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Jan 26th, 2024 – On Friday, markets showed indecision, as the S&P 500 declined 0.07% to end the session at 4,890.97, ending its winning streak at six days. The Nasdaq declined 0.36% to 15,455.36 points, while the Dow Jones Industrial Average rose 0.16% to 38,109.43 points. Tech stocks faced declines on Friday, and Intel suffered […]

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Jan 25th, 2024 – Portfolio holding Boeing (BA) (Purchased 0.15 units @ $248.79) fell 5.71% today, as the FAA announced a pause to the production of their 737 max 9 planes. However, on a positive note, the planes already produced are now allowed back in the air. This was a major blowback to our holding’s […]

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Jan 24th, 2024 – The Dow Jones fell 26 basis points today, whilst the NASDAQ and S&P 500 instead grew 0.36% and 0.08% respectively, as Nvidia and other large cap tech companies continue their meteoric rise. Portfolio holding IBM (IBM) (Purchased 0.1693 units @ $151.04) rose today, increasing more than 5% in the post market […]

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Jan 23rd, 2024 – Today, Johnson & Johnson (JNJ) reached an important agreement to end an investigation conducted by more than 40 states. The investigation accused the New Jersey based company of false disclosures regarding the real dangers to one’s health health deriving from the use of its talc-based products. By the way, this does not solve […]

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Jan 22nd, 2024 – The financial markets are on edge as they grapple with the potential structural implications of Donald Trump’s proposed 10% tariff increase on all imported goods. Michael Every, a global strategist at Rabobank, asserts that this move has the power to “shake up every asset class.” Trump, a leading contender for the […]

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Jan 21st, 2024 – A recent Morgan Stanley survey revealed that Individual investors are increasingly optimistic, with 60% expressing bullishness. The optimism is linked to expectations of Federal Reserve rate cuts. About 60% believe in a “soft landing” for the economy, and 58% see the economy as healthy enough for rate reductions. Despite the Fed […]

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