Treasuries al 3%: la soglia psicologica di mercato spiegata dal modello Fed
Trade Wars – When Nash Equilibrium meets Deglobalization
Per quanto siano asset class aventi differente natura e, a detta di molti, addirittura antitetiche, equity e bond dovrebbero convergere verso il fatidico “fair value”. A dirlo è stato Ed Yardeni nel lontano 1997 ed espliciti riferimenti alla bontà del modello sarebbero giunti dalla stessa Fed sotto la guida dell’allora presidente Alan Greenspan. Egli stesso […]
The Lithium Revolution – Profiting from Supply Mismatch
Trade war – noun – “a situation in which countries try to damage each other’s trade, typically by the imposition of tariffs or quota restrictions.”. The US-China trade war, despite the looks of being surging now, it has already started by 2016 when Donald Trump was fighting for presidency: “Any country that devalues their currency […]
MONSANTO’S ACQUISITION: THIS IS BAYER’S AMBITION! WILL IT BE ABLE TO REACH ITS AIM?
Profiting with revolutions In 2017, the financial markets were shadowed by two major highlights: the cryptocurrency revolution and the Trump’s revolution. On one hand, investors were presented with the opportunity to gain quick money due to the media attention that was captivating the public’s optimism among (specially) Bitcoins. On the other hand, the more pragmatic […]
Which are the best growth strategies for a company whose aims are to achieve economies of scale, expand its operation and find new profits’ sources? An acquisition could be a good answer! This is what Bayer is trying to do with Monsanto! But, what do these companies do? Let’s go deeper. Bayer is a German […]