Claudio Brocado – Medium

Claudio Brocado

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…

5 min readMar 21, 2021

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Claudio Brocado
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…

5 min readFeb 5, 2020

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This time, it is different!

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Claudio Brocado
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…

14 min readJan 30, 2020

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

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Claudio Brocado
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…

3 min readNov 25, 2019

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Some holiday season thoughts on ESG and Impact Investing

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Claudio Brocado
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…

3 min readNov 24, 2019

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Free markets and beyond…2020 and beyond

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Claudio Brocado
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…

3 min readNov 20, 2019

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

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Claudio Brocado
in
DataDrivenInvestor

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

The liquidity curse is over!

6 min readNov 18, 2019

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

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Claudio Brocado
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…

5 min readNov 13, 2019

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Germany’s time has finally come

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Claudio Brocado
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…

8 min readNov 13, 2019

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The World Belongs To The Self-Confident

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Claudio Brocado
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…

2 min readOct 28, 2019

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Risk-less returns or return-less risks?

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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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