What I brought home from the eToro Pro Investor Summit on technology, process and the responsibility of running a portfolio other people copy.
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In twelve months, Google Cloud’s operating profit rose from $3.6 billion to $11.1 billion. Alphabet, however, posted two quarters of negative free cash flow. What explains the gap, and what are the shares worth once gains on equity stakes are stripped out?
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…
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…
