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Eurozone in Crisis: Why Talent Is Fleeing from Spain
Spain has been one of the main countries of concern for investors during the last three years, which shouldn’t be a surprise to anyone. If Spain abandons the euro or defaults on its debt, it could...
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Inditex is Priced for Perfection
Late last year, Inditex (ITX) shares broke the psychological barrier of €100, an event that coincided with buy ratings from all major international brokers. Inditex was the only Spanish stock...
View ArticleEnergy, Markets, And Money: Talking with Daniel Lacalle
Daniel Lacalle works at Ecofin, where he runs a long–short sector-focused hedge fund in London. The hedge fund concentrates on the oil and gas industry, utilities, and infrastructure. Lacalle writes a...
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What is the “Warren Buffett of Europe” Up To?
Bestinver’s chief investment officer, Francisco García Paramés (labeled the European Warren Buffett), has become an icon for the Spanish investment and business community. Even though he is not yet a...
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What’s the “Warren Buffett of Europe” Up To: Part Two
In the previous post about Bestinver Asset Management’s annual meeting this year, I spoke about its origins, investment style, and efforts to educate its clients so that they share the same set of...
View ArticleAn Interview with Carlos Doblado
Carlos Doblado is a prominent Spanish market technician. He is a partner at the advisory firm Ágora Asesores Financieros EAFI SL, manages the mutual fund BSG Prometeo FI, and is a regular presence in...
View ArticleThe Fight for Top Talent in European Soccer
Since Michael Lewis published the book Moneyball in 2003, we have known that there’s a data-driven method to run professional sports teams. According to Lewis’s book, it was thanks to the emergence of...
View ArticleWhy Spanish Real Estate has Become so Popular all of a Sudden
Since the start of last summer the Spanish real estate market is coming back to life after several years in a catatonic state. The first investments made by foreigners were related to the hunt for...
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