ThoughtsPrice-to-Earnings (P/E) ratio to value cyclical stocksValuing Cyclical Stocks: Beyond the P/E Ratio Ever feel like the stock market is playing a game of…Daniel SobradoOctober 10, 2024 2 min
ReviewThe week in review, second week of July 2023The week in review Notable news News and data that moved the market: TSMC sales leverage AI demand…Daniel SobradoJuly 15, 2023 2 min
ReviewThe week in review, first week of July 2023The week in review A fairly flat week, with mixed macro data. Everything points to a soft landing…Daniel SobradoJuly 08, 2023 3 min
ReviewThe week in review, last week of June 2023The week in review I'll be posting a weekly review of the market, the good, the bad and the ugly…Daniel SobradoJune 30, 2023 4 min
StudiesSimple Gold StrategySimple Gold Strategy The approach is really straightforward and is built on two principles: The…Daniel SobradoJune 30, 2023 1 min
StudiesJuly Seasonality in S&P 500July Seasonality in S&P 500: A Detailed Look July is a fascinating month when it comes to the stock…Daniel SobradoJune 29, 2023 1 min