Gráficos em Ação – Edição 0008
Olá investidor ! Nessa semana o report “Gráficos em Ação” traz a leitura dos principais índices do mercado brasileiro e…
02/05/2021
Antonio Siqueira
02/05/2021
Antonio Siqueira
Frame by Frame: Brazilian Loan data March 2021
The Brazilian Central bank releases private sector credit information monthly. For the month of March (released on April 29), loan…
29/04/2021
Carlos Macedo
29/04/2021
Carlos Macedo
TPW Friday Musings: Running Fast Just to Stand Still
Even for one who has been focused on “Covid Speed” the pace of change seems to be accelerating. Covid speed…
16/04/2021
Jay Pelosky
16/04/2021
Jay Pelosky
Inflation, Margins, Earnings & Business Cycles
The Fed’s Admission, Corporate Tax Pushback, It’s Still Early for Tightening & Reflation and Profit Margins Nevertheless, despite an exceptionally…
14/04/2021
Barry Knapp
14/04/2021
Barry Knapp
Ecuador. Resultados de las elecciones de segunda vuelta.
Las elecciones en Ecuador enfrentaron a dos modelos antagónicos y conocidos. Las posturas anti neoliberales del izquierdista Andrés Arauz de…
12/04/2021
Carlos Brandt
12/04/2021
Carlos Brandt
TPW Advisory Friday Musings: The Song Remains The Same
As we enter Q2 one considers the recent past and peers into the near future. Markets have pricked asset bubbles…
09/04/2021
Jay Pelosky
09/04/2021
Jay Pelosky
Gráficos em Ação – Edição 0003
Olá Investidores. Nessa semana, apresento o desempenho dos bancos brasileiros através da leitura gráfico do índice Financeiro (IFNC) além da…
29/03/2021
Antonio Siqueira
29/03/2021
Antonio Siqueira
Frame by Frame: Brazilian Loan data February 2021
The Brazilian Central bank releases private sector credit information monthly. For the month of February (released on March 29), it…
29/03/2021
Carlos Macedo
29/03/2021
Carlos Macedo
TPW Advisory Monthly: Investing Thematically in the Tri Polar World
I integrate my Tri Polar World (TPW) framework & Global Risk Nexus (GRN) process with thematic investing to answer a…
26/03/2021
Jay Pelosky
26/03/2021
Jay Pelosky
Nesse relatório discutimos um pouco sobre com o movimento de taxas de juros pode impactar os resultados e o preço…
25/03/2021
Roberto Attuch
25/03/2021
Roberto Attuch
In this brief note, Nuclo Independent CIO’s head of global equities, Claudio Brocado, discusses our firm’s approach to investing in…
15/03/2021
Antony Brocado
15/03/2021
Antony Brocado
This comprehensive article by Nuclo Independent CIO’s head of global equties Claudio Brocado was originally published on the Nuclo website…
04/03/2021
Antony Brocado
04/03/2021
Antony Brocado
TPW Advisory Monthly: Investing Thematically
Amidst broad cross asset volatility the big picture remains constructive and relatively unchanged. Continue to expect a global economic Boom,…
26/02/2021
Jay Pelosky
26/02/2021
Jay Pelosky
Global equities remain compelling, even after “jump” in interest rates
As explained in our previous report here from Nuclo Independent CIO, periodically, we will be sharing in this increasingly powerful…
26/02/2021
Antony Brocado
26/02/2021
Antony Brocado
Frame by Frame: Brazilian Loan data January 2021
The Brazilian Central bank releases private sector credit information monthly. For the month of January (released on February 25), Loan…
25/02/2021
Carlos Macedo
25/02/2021
Carlos Macedo
Confira o Financial Sector Bi-Weekly de 23/fev, relatório feito por Carlos Macedo e Guilherme Guntovitch, sobre os guidances dos principais…
23/02/2021
Roberto Attuch
23/02/2021
Roberto Attuch
History has shown that even such a small marginal change will cause a difference in consumer behavior. So, make sure…
22/02/2021
James Colling
22/02/2021
James Colling
Nuclo Independent CIO’s latest thoughts on global financials
Today brings news of the latest portfolio moves at Warren Buffett’s Berkshire Hathaway. A prior member of Nuclo’s global top…
17/02/2021
Antony Brocado
17/02/2021
Antony Brocado
Sucessão e Custódia de Crypto Ativos: Métodos e Pontos de Atenção
Toda inovação, que de alguma forma altera a forma que uma indústria já estabelecida opera, demanda por parte da comunidade…
10/02/2021
Rodrigo Borges
10/02/2021
Rodrigo Borges
Esse é o mais novo relatório do time da OHM Research sobre instituições financeiras. Serão abordados os principais indicadores de…
04/02/2021
Roberto Attuch
04/02/2021
Roberto Attuch
