Estamos vendo a retomada da inflação nos EUA, fruto de anos de QEs e Operação Twist. Vimos alertando para esse momento há alguns anos, mas ninguém parece ter se importado. Nosso maior crítico, o prêmio Nobel de economia Paul Krugman, ironizou várias vezes as pessoas que acreditavam que os programas de impressão de dinheiro levariam […]
Arquivos do mês:fevereiro 2018
Australia property market
For a few years now I´ve been hearing that the Australian property market is unaffordable and is heading one way, and that´s down. Famous hedge fund manager Jeremy Grantham, who helps manage over USD100 billion at GMO, the company he founded, called it a speculative bubble back in 2010. A couple of years later, he […]
Uranium
I have been studying the uranium market for some time now and I think it´s time to get on board. It is one of the few opportunities one has in life where the risk-return relationship is quite enticing. My base case incorporates prices above USD40/lb in the next 6-18 months, a whopping 100% above from […]