Less is more

Tuesday, April 01, 2025     Francisco     0 Comments

Less is more

China invested like crazy but India did the From: @dmuthukSee the below chart. During last 3 decades, MSCI China USD returns are negative - Chinese markets have eroded wealth. This is despite Chinese economy growing leaps and bounds during the last 3 decades.BELOW GDP PER CAPITA ...

The price of oil is back to where it was 20 years ago

Tuesday, April 01, 2025     Francisco     0 Comments

The price of oil is back to where it was 20 years ago

@JavierBlasCHART OF THE DAY: The price of oil is back to where it was 20 years ago. Even without adjusting by inflation, in mere nominal terms, Brent is trading at the same level as in 2005. "The street is as bearish crude oil as it was in March 2020 when planet earth effectively locked down." Goldman Sachs via @BenniKim...

Beware of little expenses

Thursday, March 27, 2025     Francisco     0 Comments

Beware of little expenses

 Beware of little expenses. A small leak will sink a great ship.Benjamin Franklin...

try something

Sunday, March 23, 2025     Francisco     0 Comments

try something

 “It is common sense to take a method and try it. If it fails, admit it frankly and try another. But above all, try something.”― Franklin D. Roosevelt, Looking Forward...

For years we had total policy certainty

Sunday, March 23, 2025     Francisco     0 Comments

For years we had total policy certainty

 “I have always been of the opinion that unpopularity earned by doing what is right is not unpopularity at all, but glory.” - Marcus Tullius CiceroFrom Daniel Lacalle twitter "Policy uncertainty" means nothing. For years we had total policy certainty: Higher taxes, higher deficits and debt, and inflationism. Furthermore, it is laughable to see that lower taxes and cutting...

Life is like riding a bicycle

Sunday, March 23, 2025     Francisco     0 Comments

Life is like riding a bicycle

 "Life is like riding a bicycle. To keep your balance, you must keep moving."Albert Einstein...

Blood in the streets?

Friday, March 21, 2025     Francisco     0 Comments

Blood in the streets?

 ...