Insight

10 April 2025

The last 31 weeks in the US financial markets. Buy & Hold vs Kb Meter

31 weeks, the period from September last year to the present. A period in which a little bit of everything has happened in the financial markets. From the FED’s interest rate announcements to the election of Donald Trump, from the…

9 April 2025

Latin American equities, good start to 2025

Let us use intermarket tools to assess the performance of Latin American equities and its two largest countries, Brazil and Argentina.

3 April 2025

US inflation expectations, the intermarket reading

How are US inflation expectations evolving? An important question, especially in light of what is happening on the tariff front. Let us analyse this issue from an intermarket perspective.

1 April 2025

A look at gold and gold miners stocks

Gold prices and the shares of gold mining companies (gold miners) are closely correlated, but this relationship is not always linear. Let us take a look at the current situation.

27 March 2025

Emerging markets in the spotlight: South Africa, India and China

Emerging markets, along with European equities, are among the assets that have benefited most from the difficult moment of so-called US exceptionalism. Looking for viable alternatives, investors have set their eyes on a market with a P/E of 14.4, more…

25 March 2025

The magnificent 7 index, now in correction, affects the S&P500

Over the past few months, the Magnificent 7 (Apple, Microsoft, Meta, Amazon, Alphabet, NVIDIA and Tesla) have shown a less-than-exciting performance, entering a correction phase in recent weeks. Let us take a look at the performance of the index that…

20 March 2025

S&P500 sectors, consumer discretionary and technology hurt in March

At a particularly sensitive time for US equities, it is interesting to look at the performance of the various sectors that make up the S&P 500. The situation is particularly difficult for the consumer discretionary and technology sectors.

18 March 2025

Equities, not just low volatility, dividend back in the spotlight

Last week, we reported on the recovery of the Low Volatility factor, the result of the uncertainty in world stock markets at this particular stage in history. Today we resume the topic of factors, analysing the one concerning high-dividend stocks.

13 March 2025

Simulation: All Weather vs. KBMeter Algorithm

All Weather is an investment strategy developed primarily by Ray Dalio and Bridgewater Associates in the 1990s. The objective of this strategy is to obtain a portfolio that minimises the risks arising from market fluctuations in all types of economic…

11 March 2025

Low volatility factor, a setback for investors

When financial markets start to get rough, investors rediscover the low volatility factor. This is confirmed by data from early 2025.

6 March 2025

Chinese equities better than US equities?

Compared to US equity markets, Chinese equities have made an interesting recovery in recent weeks in terms of strength ratio.

4 March 2025

Equities, Japan loses strength in Asia

In the last month of trading, the Nikkei 225 lost more than four percentage points. After a long bull run, Japan’s main stock market is suffering from the changing monetary policy scenario and international uncertainties.

27 February 2025

Magnificent 7, index enters correction zone

Although the Magnificent Seven index has outperformed US equity markets over the past year, it is showing signs of slowing, with the index entering correction territory in recent days.

24 February 2025

Bond: Algorithm vs. Barbell strategy

Today we try to compare two different bond strategies. On the one hand the Barbell strategy, on the other our algorithm, the one that manages all our analyses.

20 February 2025

Copper/gold, an indicator of the global economy and inflation

The copper/gold ratio is considered an interesting economic indicator for understanding the health of the global economy and the outlook for gold bullion. So let’s take a look at how it’s performing and what information we can glean from it.

18 February 2025

European equities, banking sector in focus

We have already talked about how European equities are taking a little ‘revenge’ on US equities in this early 2025, and among the sectors that are doing particularly well is banking. Let’s see what the relative strength indicators tell us.

13 February 2025

The Dow is outperforming semiconductors. But it’s not just the DeepSeek case

The Philadelphia Semiconductor Index (SOX) is a market capitalisation-weighted index of 30 companies active in the semiconductor industry. Due to the importance of its constituent stocks, it is considered an industry benchmark. For this reason, it is interesting to assess…

11 February 2025

US real estate struggles to attract investors

The real estate sector in the US continues to experience a period of transition. In 2024, the residential market showed signs of recovery, with sales up 13.3% year-on-year, while the commercial market continued to suffer. For insiders, the outlook for…

6 February 2025

Gold vs Dollar, an update

Gold sees the $3000 per ounce target approaching. The dollar remains strong on geopolitical tensions and US inflation expectations. Gold vs Dollar is one of the themes of these weeks, so let’s see an update on their relative strength.

4 February 2025

DAX at full speed despite the German economy

The situation of the German economy continues to be a cause for concern, but the country’s main stock list, the DAX, continues to be among the best in the region.