Miguel Ángel TempranoEconomics, geopolitics and investment
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Analysis

In-depth analysis

What won’t fit into a column or can’t be explained in a three-minute TV segment. Working papers, company analyses, weekly risk monitoring and online sessions where we go into the details.

One

The World in 5 Minutes

The weekly report, every Monday: what has been driving the markets and what risks have been identified.

Two

Technical notes

PDF working papers on topics that don’t fit into a column.

Three

Company analysis

What the company does, how it makes money, how much it is worth and what would cause the thesis to fail.

Five

Investment method

The criteria used to decide where to invest and when to exit.

Six

Webinars

One-hour online sessions on a specific topic, with a Q&A session at the end.

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