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
The VC Corner delivers quick and insightful updates about the venture capital landscape every week
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.