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Emiliano Surballe
Dec 9, 20242 min read
Are there opportunities in US stocks?
the stock market cycle could get over-extended, potentially stretching valuations in most cases.
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Emiliano Surballe
Dec 2, 20241 min read
Mid & Small caps take over the earnings season
Markets have started to focus on mid and small-cap stocks to find out high growth rates and lagging valuations.
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Emiliano Surballe
Oct 30, 20241 min read
No, earnings surprises do not help with performance....however....
Positive earnings surprises alone often do not necessarily lead to stock gains. Investors need to dig deeper to uncover value in earnings.
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Emiliano Surballe
Oct 21, 20242 min read
Mixed Markets, Gold leading the way
We are in the midst of a US election, a potentially overvalued market, conflicts in the Middle East, and a blurry but potentially large...
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Emiliano Surballe
Oct 14, 20242 min read
A resilient US economy, Mid caps, Lithium acquisition & Uber-Tesla faceoff
A resilient US economy, Mid caps, Lithium acquisition & Uber-Tesla faceoff
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Emiliano Surballe
Oct 7, 20242 min read
Capital Flows to Oil Stocks, But That's Not All
Last week, the Iranian attack on Israel significantly affected the oil markets. As a result, US energy stocks performed exceptionally well.
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Emiliano Surballe
Oct 1, 20241 min read
Chinese stimulus to support hundreds of US Stocks
88% of US stocks with high correlations to the Chinese Stock Market generated positive results last week.
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Emiliano Surballe
Dec 31, 20232 min read
Inflation or not, technology keeps moving forward
Against expectations, tech stocks performed in 2023 and cemented their presence with generative AI. Will these stock continue to perform?
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