Silver fundamentals are stronger. No need to bet on squeezes.
Continue reading Silver Squeeze? Next Gamestop or Fundamental Bet?All posts by Daniel Lacalle
In Defense of Hedge Funds. Gamestop Squeeze Hides Market Excess Risk
The short-squeeze forced in Gamestop and other stocks through Reddit’s WallStreetBets has generated a massive media frenzy against hedge funds and comments all over social media hailing the decision of a group of small investors to trigger a huge repurchase of a beaten-down stock.
Continue reading In Defense of Hedge Funds. Gamestop Squeeze Hides Market Excess Risk“Value” Or “Growth”. The Demise of Value Investing?
In the last five years we have witnessed a debate that in my opinion is incorrect and in some cases deliberately manipulated. The dilemma “Value” against “Growth” and the demonization of the former in the face of bad recurring market performance.
Value is the strategy in which the selection of stocks is based on analyzing the fundamentals and finding those companies that trade at cheap multiples and with high potential for revaluation. Growth is the strategy that looks for companies with high growth that deserve a higher valuation for being in a period of a strong increase in margins and sales.
Continue reading “Value” Or “Growth”. The Demise of Value Investing?Gamestop. Revenge of the Small Investor or Massive Bubble?
Gamestop. Revenge of the Small Investor or Yet Another Massive Bubble?
Watch:
If small investors believe part of the market is rigged and some people in Wall Street undertake illegal activities… Why do these so-called Robin Hood platforms decide to do things that are borderline illegal if not exactly the same as what they accuse others of doing?
Continue reading Gamestop. Revenge of the Small Investor or Massive Bubble?