Transcending the Smoke and Mirrors of the Finance World

This summer I completed my first internship. I worked at a Brazilian investment bank, and I was assigned to the equity research division where I assisted three experienced analysts, each covering one of the following LatAm sectors: TMT, Food & Beverage, and Real Estate. Nevertheless, this post is not about what I learned during the […]

Investment Research Framework

Analysis: Fundamental – companies and sectors bottom-up analysis Macro – economic and political fundamentals top-down analysis (breaking down data points into economic, political and social factors) Quantitative – portfolio construction, position sizing and risk management Technical – timing analysis and market psychology (reflected in price trends and trading volume) Fundamental Analysis Primary Sources: SEC […]

A Multidisciplinary Approach

A Multidisciplinary Approach to Investing It was after watching Masters of Money – Keynes, a BBC documentary about John Maynard Keynes, that I revisited my meditations on the idea of a multidisciplinary approach to investing. Through this documentary, I learned about Keynes’ affiliation with the Bloomsbury Set while studying at the University of Cambridge. […]

The Real Intelligence of Intuition

“I can barely see ‘cause my head’s in the way…” The global financial markets are innately wayward. The fragile foundation upon which financial markets originate from, which is the economy, is an unpredictable and random system. Nevertheless, some investors and traders manage to keep a clean record of success in managing money across different […]