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Insigths
INSIGHTS & NEWSLETTERS
"Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family"
- Kofi Annan
Recorte de tasas de la FED: qué significa para tu portafolio
Photo by Joshua Hoehne on Unsplash Contexto y expectativa La Reserva Federal (FED) anunciaría hoy un recorte de 0.25%. Aunque no será...
Eduardo Lucca
Sep 172 min read
La Economía Estadounidense en 2025: Una Nueva Realidad
Mensajes Principales: Desaceleración Económica: La economía estadounidense ha entrado en territorio negativo con una contracción del...
Eduardo Lucca
May 127 min read
¿Qué esperar de los mercados después de las elecciones presidenciales en EE.UU.?
Debido a las propuestas fiscales, prioridades económicas y políticas monetarias de cada candidato, así como a las expectativas sobre el...
Eduardo Lucca
Nov 5, 20244 min read
“Don’t Fight the Fed” – El Poder de la Reserva Federal
Hoy, Junio 12, se reúne nuevamente el Comité Federal de Mercado Abierto (FOMC) para discutir sus políticas monetarias y evaluar posibles...
Eduardo Lucca
Jun 12, 20242 min read
De vuelta a la realidad: La lucha persistente contra la inflación
Abril 2024 Abril nos ofreció un recordatorio de los retos que tenemos por delante. En mi último artículo a finales de febrero hablaba de...
Eduardo Lucca
May 1, 20243 min read
2024: El Año del Dragón: Perspectivas y Retos
Mensajes Principales: Se espera el fin del ciclo alcista de las tasas de interés por parte de la Reserva Federal para mediados del año,...
Eduardo Lucca
Feb 14, 20244 min read
La Lucha sobre el Tope de Endeudamiento: “Un rehén que vale la pena rescatar”
Como si se tratara de una adaptación de la película del año 2021, el gobierno de los Estados Unidos se encuentra nuevamente enfrascado en...
Eduardo Lucca
May 23, 20233 min read
“Protege tu Patrimonio: El poder de una cartera escalonada de bonos del Tesoro”
En estas últimas semanas he tenido la oportunidad de conversar con varias personas que mantienen importantes posiciones en efectivo y la...
Eduardo Lucca
Mar 11, 20232 min read
Are we on the verge of a recession?
With 2022 almost in the rear-view mirror, it is necessary to start thinking how to position ourselves for the first half of the coming...
Eduardo Lucca
Nov 28, 20223 min read
¿Estamos en puertas de una recesión?
Con el año 2022 ya casi en el retrovisor, es necesario comenzar a pensar cómo posicionarnos para la primera mitad del año entrante....
Eduardo Lucca
Nov 28, 20223 min read
EL PACIENTE Y SU ENFERMEDAD – Ajustándonos a los cambios del ciclo económico
Terminó el primer semestre del 2022, histórico en términos de retornos, en donde tuvimos el peor desempeño de las últimas 5 décadas. Para...
Eduardo Lucca
Jul 7, 20227 min read
The Big Economic Cycle Reset
The financial market seems to be experienced the final stage of the long interest rate cycle that has lasted 41 years.
Michele Lopez
Jun 28, 20224 min read
UN MERCADO A LA BAJA - EFECTO DE LA SUBIDA DE LA TASA DE INTERÉS
El arranque del año ha sido particularmente volátil para los mercados acciones y bonos. Si bien, hemos estado experimentando una...
Eduardo Lucca
May 6, 20223 min read
UN REAJUSTE DEL PODER ECONÓMICO MUNDIAL
Nos encontramos en un momento triste de la historia. La invasión de Rusia a Ucrania ha desenmascarado los horrores de la guerra,...
Eduardo Lucca
Mar 15, 20223 min read
FED Vs. INFLACIÓN CUANDO LA TASA SUBE “DE FACTO”
Estimados, Enero comenzó con dramatismo. Mucha volatilidad, pánico del mercado bursátil. Un buen recordatorio de lo que significa la...
Eduardo Lucca
Jan 21, 20223 min read
SO FAR, A GOOD RECOVERY
With the third quarter of 2021 already in the rearview mirror and with an excellent Q3 Earnings Season, we wanted to summarize our market...
Eduardo Lucca
Nov 12, 20216 min read
POR AHORA, UNA BUENA RECUPERACIÓN
Ya con el tercer trimestre de 2021 en el espejo retrovisor y con una excelente temporada de reporte de resultados financieros, queríamos...
Eduardo Lucca
Nov 12, 20217 min read
UNA EXPECTATIVA MENOS ATRACTIVA PERO MÁS REALISTA
Terminó el tercer trimestre del 2021. Septiembre nos recordó que es un mes históricamente malo para el mercado bursátil y este no fue la...
Eduardo Lucca
Oct 1, 20212 min read
eNewsletter - "GROWTH WITH THE DELTA VARIANT"
With July in the rearview mirror, we continue a sixth-month positive rally in the stock market during 2021. The S&P500, DowJones and...
Eduardo Lucca
Aug 2, 20213 min read
eNewsletter - “CRECER CON LA VARIANTE DELTA”
Ya con el mes de julio en el retrovisor, continuamos con el sexto mes seguido de crecimiento del mercado bursátil durante el 2021. Los...
Eduardo Lucca
Aug 2, 20213 min read
El Miedo A La Recuperación
Photo by Craig Lovelidge on Unsplash Mayo terminó siendo un mes sin mucho brillo, un poco recordándonos lo que era un mercado bursátil...
Eduardo Lucca
Jun 8, 20213 min read
The Fear Of Recovery
Photo by Craig Lovelidge on Unsplash May ended up being a lackluster month, a bit reminding us of what a stock market was like before the...
Eduardo Lucca
Jun 8, 20213 min read
"The Big Picture"
Comentario de la Semana - Mayo 2021 Hola Amigos, La semana ha estado más activa de lo normal, teníamos tiempo sin ver este nivel de...
Eduardo Lucca
May 11, 20212 min read
AJUSTÁNDONOS A UNA "CIERTA" ESTABILIDAD
Comentario del Cierre 1er Trimestre - 2021 Amigos, Haciendo un recuento entre el primer trimestre 2020 versus el 2021 podemos decir que...
Eduardo Lucca
Apr 7, 20212 min read
THE FORCE OF GRAVITY
There is nothing more powerful in the universe than the gravity force—a mighty and always present power that shapes our understanding of...
Michele Lopez
Mar 2, 20215 min read
ENJOY THE RIDE – Q2 Earnings Season is Here
We are about to enter into the most controversial earnings season ever.
Michele Lopez
Jul 12, 20202 min read
UNLOVED STOCK MARKET – Investors are happy but worried
The global stock market has rallied. Most investors are glad the markets did it, but they feel they are treading on thin ice.
Michele Lopez
May 29, 20203 min read
MARKET PARADOX - Today's market contradiction
The biggest question for markets today, it is how to reconcile the quick rally on stocks under the worst set of economic reports ever.
Michele Lopez
May 18, 20205 min read
TURBULENT TIMES – Survival Strategies for Wise Investors
Why markets still see so much value? Markets can ignore harsh facts for a while if you have enough money and the right narrative.
Michele Lopez
Apr 27, 20205 min read
NEGATIVE OIL PRICE – There's a first time for everything
We have just witnessed negative oil prices. What? How is that even possible? Well, let me try to explain it.
Michele Lopez
Apr 20, 20203 min read
END OF THE TUNNEL – New Market Realities Await Us
As the results from the first quarter of this year pour in, we can take a look at the preliminary impact of the coronavirus lockdown.
Michele Lopez
Apr 17, 20202 min read
DEVELOPING PATIENCE – Your Investments Might Require It
After an impressive U.S. stock market rally, we should ask ourselves, is this time different?. Could economy quickly recover?
Michele Lopez
Apr 8, 20204 min read
FEAR OF MISSING OUT – Time to Review Your Investment Strategy
Nothing more powerful than our emotions. Frequently investors may become binaries entities. There are seconds between panic and euphoria.
Michele Lopez
Mar 26, 20204 min read
CORONA SHOCK WAVES – Sail Financial Markets to Protect Your Money
Your money needs to be ready to surf the three economic shock waves caused by the Coronavirus crisis.
Michele Lopez
Mar 23, 20203 min read
WHATEVER IT TAKES - Unlimited Government $$$ until further notice
The U.S. Government and the rest of the world promise they will do "Whatever It Takes." Is it enough to distribute money and more money?
Michele Lopez
Mar 19, 20204 min read
SELFLESS TIMES - Passing Through the Eye of a Needle
As a country, we are facing a hard trade off that requires restraint of our way of life to the benefit of society to beat the Coronavirus.
Michele Lopez
Mar 15, 20203 min read
COCKTAIL RECIPE - Looking for The Stock Market Bottom
When will we find a support level for this market? Are we there already? What it needs to happen to find a light at the end of the tunnel?
Michele Lopez
Mar 13, 20202 min read
THE FEAR is The worst adviser of all times
There is nothing so damaging than fear itself, paraphrasing President Roosevelt. Irrational behavior caused by it clouds people's minds
Michele Lopez
Mar 12, 20202 min read
TWO BLACK SWANS – Today’s Market Threats
Two black swan’s events threat financial markets. The CoronaVirus, an unexpected and virulent pathogen an an Oil Price War against Shale.
Michele Lopez
Mar 9, 20203 min read
CHOPPY WATERS – A Tough Week for Markets
Nowadays, I am more concerned about 10-year U.S. government interest rates. The 10-year U.S. government interest rates reached a historic in
Michele Lopez
Mar 6, 20204 min read
A HISTORIC WEEK – Skydiving Stock Market
Last week of 2020 was the fastest correction ever (-11%) recorded in the U.S. financial markets (S&P 500), stocks prices skydived worldwide.
Michele Lopez
Mar 2, 20202 min read
MID QUARTER REVIEW - Halfway Through Q1 2020
One half of the first quarter of 2020 is in the past; it is time to review what happened so far. Against all odd U.S. stocks thrive but ...
Michele Lopez
Feb 18, 20207 min read
PANIC ATTACKS – Staying Calm in the Eye of a Storm
We are experiencing our first 2020 market panic attack. The market is digesting news from a respiratory virus (coronavirus)
Michele Lopez
Jan 27, 20203 min read
Outlook 2020
Dear Friends, Happy New Year. I take this opportunity to send you my best wishes: good health, tons of work and success! 2019 ended up...
Eduardo Lucca
Dec 15, 20192 min read
HAPPY NEW YEAR 2020 - Keep calm and invest money wisely
It is again that time where we should assess what happened last year, review our investments, and prepare for a new year.
Michele Lopez
Dec 14, 20193 min read
MIND THE GAP – Equity prices way up but future corporate earnings way down
It is official now; the S&P 500 market index broke its record of 3,025 to reach 3,093 last Friday, November 8th, 2019.
Michele Lopez
Nov 19, 20192 min read
BELIEVE IT OR NOT – Ascend to a new market record high
A week of surprises with big winners and losers. The investors are fixated with hard numbers, companies that did not meet were punished
Michele Lopez
Oct 26, 20193 min read
AT A CROSSROADS - Third-quarter Bulls vs. Bears fight
After this year's first-quarter market come back, the never-ending tug of war between bulls and bears continues.
Michele Lopez
Oct 21, 20192 min read
COSMIC ALIGNMENT - – Mini Trade Deal, EU Political Understanding, and Middle East War
It looks like we have a mini deal or more like a truce between the U.S.and China, an understanding between the U.K. and Europe
Michele Lopez
Oct 12, 20193 min read
TRADE STATUS: It’s complicated - The U.S. vs China Trade Dispute Update
Over the previous five months, a series of significant developments requires us to take a fresh look at the U.S. vs China trade dispute.
Michele Lopez
Sep 29, 20193 min read
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