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Inflation and assets
During the last weekend, I spent some hours watching the webcast of the annual investors’ conference of Bestinver, a Spanish investment fund. I find the conference itself not only entertaining and...
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Invest in real assets (pencils if need be)
My previous post discussed why it is better to be invested in real assets vs. cash or bonds in order to protect your savings in case of a recession. Even though all the references were to stocks, I...
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Hyperinflation and defaults in Europe
In my previous post, I purposefully selected Germany as the case of country that would need to be kicked out of the Europe due to its fiscal irresponsibility. Surely, most of you think the situation...
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