Why I believe Portugal looks like a good investment? There are many different ways to approach investment and many investors tend to fiercely defend their style. We have value investors looking for assets that are cheap and great. Momentum managers tend to like companies that aren’t as cheap anymore but have already started trending. Then … More Why do I believe Portugal is an interesting investment opportunity?
Long Portugal Portfolio Since I started the blog there are two topics that have been quite clear. First, long the US economy, basically buy growth as the economy is most likely growing. Second Europe might also start to look interesting, not all of it, but there are some countries that do look good. One of … More Long Portugal Portfolio