Claudio Brocado – Medium

Claudio Brocado

It takes a village…

This saying recently inspired me when uttered by a person near and dear to my heart. And no, it was not somebody famous, and more…

Mar 21, 2021

Mar 21, 2021

Published in
DataDrivenInvestor

This time, it is different!

There…I said it! I broke the finance profession’s oath, and therefore committed a sacrilege, which may cause me to be expelled from the…

Feb 5, 2020

This time, it is different!

Feb 5, 2020

Published in
DataDrivenInvestor

Apple and Tesla, the two most heavily shorted stocks, are still poorly understood

Apple (AAPL) and Tesla (TSLA) are arguably among the best know companies, globally. Moreover, I continue to believe that the markets know…

Jan 30, 2020

Apple and Tesla, the two most heavily shorted stocks, are still poorly understood

Jan 30, 2020

Published in
DataDrivenInvestor

Some holiday season thoughts on ESG and Impact Investing

Why have I not officially adopted ESG investing? ESG (acronym for environmental, social and governance) has been broadly embraced by the…

Nov 25, 2019

Some holiday season thoughts on ESG and Impact Investing

Nov 25, 2019

Published in
DataDrivenInvestor

Free markets and beyond…2020 and beyond

An intensification of the debate as to the true efficiency of markets appears to currently be taking place. There is very little question…

Nov 24, 2019

Free markets and beyond…2020 and beyond

Nov 24, 2019

Published in
DataDrivenInvestor

Be careful what you wish for; a few recent thoughts on Brexit

My son Anthony went to a concert in Berlin Monday night. It was a shocking reminder for him of just how many Brits seem to live in…

Nov 20, 2019

Be careful what you wish for; a few recent thoughts on Brexit

Nov 20, 2019

Published in
DataDrivenInvestor

In the long run, does it matter who actually owns the corporations?

The liquidity curse is over!

Nov 18, 2019

In the long run, does it matter who actually owns the corporations?

Nov 18, 2019

Published in
DataDrivenInvestor

Germany’s time has finally come

I have long been bullish on German equities, and generally incorrectly so, as in our business, being too early is really no different from…

Nov 13, 2019

Germany’s time has finally come

Nov 13, 2019

Published in
DataDrivenInvestor

The World Belongs To The Self-Confident

In the long run, which is what really matters, I am increasingly convinced the world belongs to the self-confident. In yet another example…

Nov 13, 2019

The World Belongs To The Self-Confident

Nov 13, 2019

Published in
DataDrivenInvestor

Risk-less returns or return-less risks?

The question as to whether the current era of ever-diminishing yields is indeed the era of risk-less returns or return-less risks is an…

Oct 28, 2019

Risk-less returns or return-less risks?

Oct 28, 2019

Claudio Brocado

Claudio Brocado

Indep. GLOBAL portfolio mgr; former PM at $LM's Batterymarch,Fidelity,Putnam & RCM (now Allianz Global Investors).Crusader for #finlit & vs #shortermism. RT ≠ E

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