Europe, the United States and China link savings, investment and consumption in a network that can generate prosperity — but can also build up fragilities. The outcome depends on how…
Read More
Micron earnings for fiscal Q4 2026: revenue up 379%, an 87% adjusted gross margin and strong cash flow.
Why I own Howmet Aerospace: turbine blades, gas turbines for data centres, GE’s CPP deal and what I’m watching.
AI investment keeps growing, but the next phase will be decided by the ability to turn capex into revenue, cash flow and return on capital.
NVIDIA has become the leading symbol of the Artificial Intelligence revolution. But looking at AI only through NVIDIA means seeing just the first layer of a much bigger transformation. Every…
Who invented technical analysis? From 18th-century Japanese rice traders to quantitative momentum: 300 years of evolution in five chapters.
One of the questions I get most often is: “why isn’t the portfolio simply all-in on the obvious winners?” The answer lies in regime reading. Recent data is sending mixed…
The elegance of a strong portfolio architecture becomes clear when we can explain 20+ positions in a simple and structured way. At Santiago1000, I do not see the portfolio as…
One of the most important parts of managing the Santiago1000 portfolio is not simply choosing good companies. It is deciding how much capital each company deserves at each point in…
For over 7 years I’ve followed my own quantitative strategy to decide what enters, exits and how much weight each name carries in my Popular Investor portfolio on eToro. This…
