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Filipe Pereira
Jan 192 min read
𝐒𝐭𝐫𝐨𝐧𝐠 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬, 𝐎𝐩𝐭𝐢𝐦𝐢𝐬𝐦 𝐢𝐧 𝐋𝐮𝐱𝐮𝐫𝐲 𝐚𝐧𝐝 𝐓𝐞𝐜𝐡 𝐒𝐞𝐜𝐭𝐨𝐫𝐬, 𝐚𝐧𝐝 𝐄𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐓𝐫𝐮𝐦𝐩
The week was marked by strong corporate results, growth in luxury and tech sectors, and expectations for political changes with Trump.
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Filipe Pereira
Dec 21, 20242 min read
𝐓𝐡𝐞 𝐋𝐚𝐬𝐭 𝐌𝐚𝐣𝐨𝐫 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐄𝐯𝐞𝐧𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫: 𝐅𝐄𝐃 𝐑𝐚𝐭𝐞 𝐂𝐮𝐭𝐬 𝐚𝐧𝐝 𝟐𝟎𝟐𝟓 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐢𝐨𝐧𝐬
This week we witnessed the last major event of the year: the Federal Reserve (FED) decided to lower interest rates by 0.25%.
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Filipe Pereira
Nov 2, 20247 min read
#𝟎𝟔. 𝐓𝐡𝐞 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐜𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐁𝐚𝐥𝐚𝐧𝐜𝐞 𝐒𝐡𝐞𝐞𝐭 𝐢𝐧 𝐄𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐧𝐠 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬
Shifts the focus to the balance sheet, explaining its primary components—assets, liabilities, and equity.
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