Friday Reflection: The "September Effect", Nike's Stumble, and Long-Term Vision.
We’ve reached the end of the week—the perfect time to filter out the noise and look at the broader landscape. Today, let's talk about market seasonality myths and how even corporate giants can stumble:
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August 2026: Solid Recovery and a Strong Monthly Close!
Closing out August with a solid +4.52% monthly gain!
This month was pivotal, marking a strong recovery following two back-to-back pullbacks in June and July where market volatility tested our discipline. This return isn't just a number—it’s... Mostrar más Traducir
NVIDIA Q2 Earnings Beat: The AI Engine Keeps Rolling (+17.25% Portfolio Return)
NVIDIA just reported another set of blockbuster quarterly results, topping Wall Street estimates across every major metric:
Total Revenue: $96.2B (+106% YoY) vs. $92.4B expected.
Earnings Per Share (EPS): $2.22 adjusted... Mostrar más Traducir
Weekly Wrap-Up: Big Tech Earnings, Cloud Growth, and a Pivot in Labor Data.
We are closing out one of the most action-packed weeks of the quarter. Between a heavy slate of corporate earnings and crucial macroeconomic releases, the market provided several key lessons on maintaining perspective:
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Earnings Reactions: Big Tech Pressure, Rising Oil, and Strategic Calm.
Yesterday delivered one of the most anticipated earnings days of the season, and the market’s reaction was immediate. If you're seeing red on your screens today, it's essential to strip away the noise and look at the hard... Mostrar más Traducir
Geopolitical Tensions & Volatility: The US-Iran Ceasefire Declared "Over."
Global markets are shifting sharply today following President Donald Trump’s statements at the NATO summit in Ankara, declaring the interim ceasefire agreement with Iran effectively "over". Here is exactly... Mostrar más Traducir
Cierre de junio: Transparencia, perspectiva y visión a largo plazo.
Junio ha terminado y, como siempre en esta cuenta, la transparencia absoluta es nuestro pilar innegociable. Este mes cerramos con un leve retroceso del -1.24%.
¿Me preocupa este número? En lo absoluto. Tras un excelente abril (+10.49%)... Mostrar más
Red Day: Why Wall Street is dipping and how to react.
Today, the market is reminding us that volatility is part of the game. With the S&P 500 and NASDAQ 100 experiencing sharp pullbacks, it’s easy to get caught up in the noise. But a smart investor doesn't panic; they look for the facts:
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Long weekend: The true value of a resilient strategy.
Tomorrow is a holiday, giving us an early end to the trading week. While some might stress over stepping away from the charts or try to guess the market's every short-term move, true peace of mind comes from having a robust, structured investment... Mostrar más Traducir
Green screens, global relief, and Buffett's timeless lesson.
Markets opened with strong upward momentum today, reacting positively to the latest news from Trump and an easing of international tensions. Seeing portfolios recover is always a welcome relief, especially when it stems from a reduction... Mostrar más Traducir
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Sat Sep 12 2026 22:45:49 GMT+0000 (Coordinated Universal Time)