Diego Tremiterra

Diego Tremiterra

Diego Tremiterra
Markets
Members Public

Tapering, The Return of Growth, and Oil's 7-Years High

Tapering is not yet an issue, growth is timidly coming back and oil is near 7 years high.

Diego Tremiterra
Crypto
Members Public

Cryptos and Energy Consumption; Here We Go Again

The energy debate is not new and is brought up in every crypto market cycle.

Diego Tremiterra
Crypto
Members Public

Bitcoin: Focus on the Halving Cycle

Bitcoin’s still up +320% in the last 12 months.

Diego Tremiterra
Markets
Members Public

Healthier Positioning, Green Politics, and Carbon Allowances

Positioning in the market has become less extreme, especially ahead of what has historically been a lower return period for the stock market.

Diego Tremiterra
Markets
Members Public

Gold Miners and Energy Alternatives

The reflation trade is still alive, gold miners may provide an outsized opportunity, and the low carbon emission economy is becoming an important long-term economic driver of prices.

Diego Tremiterra
Crypto
Members Public

Bitcoin Foundations Without Tribalism

We need to approach this space with an open mind and without being overly tribalistic.

Diego Tremiterra
Markets
Members Public

The Acceleration of Retail Participation

Asset price performance has been quite solid across the board and the Yield Curve has continued its steepening, with rates in the long end getting closer to 2%.

Diego Tremiterra
Markets
Members Public

2020: Financial Markets in Retrospective

US Tech, Gold, and Bitcoin did very well, whilst the US Dollar and Crude Oil were the big losers of the year.

Diego Tremiterra
Markets
Members Public

Financial Markets Post US Elections

What the US elections result has taken away from the reflationary narrative has been more than offset by the vaccines headlines.

Diego Tremiterra
Markets
Members Public

Markets’ Volatility Ahead of US Elections

Election years have historically brought positive returns to markets, and since 1944 we only had two election years that were not positive… 2000 (Dot-com Crash) and 2008 (GFC).

Diego Tremiterra
Editorial
Members Public

Mervyn King’s The End of Alchemy

Notes and key takeaways from Mervyn King's, The End of Alchemy

Diego Tremiterra
Markets
Members Public

Gold, US Dollar, and the First Hint of Reflation

The US market is still following the same Fed and Government stimulus narrative of the last months, which end ups benefitting the larger and already dominant companies of the US equity market (#tech).