Blending single stock, macro and thematic research into powerful bull and bear cases.
Single Stocks, Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA
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Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.
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Market cycles analysis focusing on providing forward roadmap with key turn dates, to support investment process, while limiting drawdowns. SP500, NASDAQ, Commodities, Bitcoin, Ethereum, crypto. For educational purposes only - not financial advice.