Month: October 2019

EPS Destruction in Spain

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This article talks about so many things but the main point is the EPS (earning per share) destruction happened in IBEX (major Spanish market) between 2008 and 2018. I want to keep this image, because some people tell me, why you do not invest more in Spanish companies? The picture below is a good answer. … Read more

How to Assess a Real Estate Investment Trust (REIT)

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When you analyze REITs traditional metrics such as earnings-per-share (EPS) and price-to-earnings (P/E) do not apply. Funds from Operations (FFO) For most businesses, depreciation is an acceptable non-cash charge that allocates the cost of an investment made in a prior period. But REIT’s behavior is different because property often appreciates its value. This affects the Net … Read more

Un paseo por Wall Street

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Este libro escrito por Burton G Malkiel es uno de los clásicos de la inversión en renta variable. Yo he leído la novena edición y que viene con adaptaciones a los últimos años y reflexiones sobre como cambia el mercado. Todo el mundo alaba este libro, pero a mi, por lo que sea no me … Read more

DIX and GEX indicators

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Two specific indicators, the Dix and the Gex, have been born from the investigations of SqueezeMetrics. They serve to monitor the behavior of short orders in the Dark Pools, which gives us an idea of the bullish sentiment of the real market: These indicators are the way to get our analysis to incorporate the indications … Read more

Siete semanas

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Dicen que la vida te puede cambiar en un segundo, a mi me cambió en siete semanas. Siete semanas de darse uno cuenta que nada volverá a ser igual, siete semanas de asimilación, siete semanas con mil cosas por expresar, pero no saber por donde empezar, siete semanas para disfrutar de cada minuto que tuve … Read more

Mi primera onda de Elliot

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Mi primera onda de Elliot que finalmente no cumple una de las tres normas de Elliot: Las tres normas 1ª norma: En un ciclo completo la onda 2 no puede retroceder a la 1 en su totalidad. 2ª norma: En un ciclo completo la onda 3 nunca será la de menor recorrido entre las impulsivas … Read more