China Bubble

Posted by Marcelo Lopez on Jul 1, 2015 in Uncategorised | 0 comments

Um update na situação desde que levantamos a hipótese de bolha na China, no nosso post de 9 de abril de 2015…

IMF

The markets are back at or close to all-time highs and selecting investments at this point is becoming quite tricky, especially for a fundamentalist and contrarian investor, like me. Also, trying to follow the macro tourists into which sector is poised to go up can prove itself a very...

End of the Year Newsletter

As usual, I would like to begin this letter thanking all our partners for the support and trust and our employees for the excellent year we had. Despite all the challenges in 2018 – perhaps the most complex year of the last 10 – L2 Capital has managed to...

Australia Trading Journal – Part 6

Since our last update, on June 5th, we kept our NCM position without selling calls, as we expected gold prices to go higher. Our expectations were confirmed and the metal price rose nearly 10% in less than a month in USD. NCM shares have risen by 28% since we...

Asset Management

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É recomendada ao investidor a leitura cuidadosa do prospecto e do regulamento ao aplicar os seus recursos. A L2 Capital Partners não comercializa cotas de fundos e/ou clubes de investimento ou qualquer ativo financeiro. Conheça nossa Política de Voto.

China Bubble

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IMF

End of the Year Newsletter

Australia Trading Journal – Part 6

Asset Management