The vicious cycle of the bubble economy
A lot has happened since we last discussed the market’s conditions; rising interest rates and the war in Ukraine have had a great impact...
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MarketsTalk
Feb 23, 20228 min read
Why the Federal Reserve is a key driver of wealth inequality
Wealth inequality is constantly one of the hottest topics in both the political and economic debate, yet it’s one of the most...
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MarketsTalk
Nov 11, 20215 min read
Has the Stock Market finally peaked?
The long bull run that started after the downfall of the financial crisis of 2008 has been the longest in US history, and just like any...
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MarketsTalk
Jun 28, 20214 min read
Big Banks warn about Stock Market and Housing Market time bomb
While the stock market is at all-time highs, the housing market is on fire. At MarketsTalk, we have been analyzing the issues behind...
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MarketsTalk
May 10, 20214 min read
Best takeaways from the Berkshire Hathaway annual shareholder meeting
On May 1, the annual Berkshire Hathaway’s shareholder meeting was held in Los Angeles by the chairman and legendary investor Warren...
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MarketsTalk
Apr 27, 20214 min read
How to protect yourself against inflation
Inflation is here, and it’s much higher than expected. Recent data shows that that the prices of commodities and materials are...
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MarketsTalk
Apr 14, 20214 min read
Hyperinflation is already here: Stock market crash is inevitable
The covid-19 crisis hit the United States very hard, with over 30 million people being infected and half a million that have tragically...
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MarketsTalk
Apr 7, 20214 min read
The new ETF that tracks “Meme stocks”
The S&P 500 broke the 4000 points barrier for the first time on April 1st and hasn’t stopped rising since, trading around 4080 points at...
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MarketsTalk
Mar 29, 20213 min read
Suez Crisis: the fragility of global supply chains
Last week, a container ship almost as long as the Empire State Building ran aground while navigating through the southern entrance of the...
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MarketsTalk
Mar 22, 20214 min read
Behind the bubble: Why we haven’t seen hyperinflation (2/2)
In our last article, we talked about the increasing number of zombie companies in the economy, and we identified loose monetary policies...
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MarketsTalk
Mar 15, 20214 min read
Behind the bubble: the rise of zombie companies (1/2)
In our last article, we talked about the Food Delivery industry, its unprofitability, and the scarce probability of these...
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MarketsTalk
Mar 8, 20214 min read
Food Delivery: forever unprofitable?
Last year most of the world has been locked down because of covid-19 containment measures and while most businesses inevitably suffered...
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MarketsTalk
Feb 28, 20214 min read
Big Tech: the party is over, or maybe not?
In a locked-down world where people could not see a quick return to normality and almost every aspect of our lives was transferred...
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MarketsTalk
Feb 20, 20214 min read
Why renewables might be in bubble territory
Wall Street is going through a radical transformation because of concerns about global warming and the consequences of unsustainable...
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MarketsTalk
Feb 12, 20214 min read
Vaccines: An expensive race
Since the covid-19 outbreak at the beginning of last year our lives have drastically changed, and so has the economy. Cyclical businesses...
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MarketsTalk
Feb 2, 20213 min read
Is the Stock Market extremely overvalued?
After months of incredible rallies, which pushed the US stock market to record high levels, analysts and investors are wondering whether...
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MarketsTalk
Jan 28, 20213 min read
What is happening with GameStop is pure madness and retail “investors” will pay for the consequences
Last year was unprecedented in many ways. We have witnessed a global pandemic that still looks far from over, governments declaring...
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MarketsTalk
Jan 26, 20213 min read
How will the Biden administration impact US oil and gas production?
On January 20, Joe Biden became the 46th president of the United States and while many are happy to see the new president at the white...
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MarketsTalk
Jan 21, 20213 min read
What does the future of airlines look like?
2020 has probably been the toughest year ever for the global airline industry, as the pandemic forced governments to declare lockdowns...
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MarketsTalk
Jan 11, 20213 min read
Is the EV market the next big bubble?
“The higher they go, the harder they fall”. Starting from this simple concept explained by the father of value investing, Benjamin...
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