PinnedAntonio Carlos FernandesThe Illusion of Safety of Cash and BondsIn the world of investments many citizens follow the pursuit of low volatility with the idea of safety and security as a primary concern…Oct 5, 2023Oct 5, 2023
PinnedAntonio Carlos FernandesThe Dangers of Totalitarianism: Lessons from Hannah Arendt and Contemporary ParallelsTotalitarianism, a term frequently utilized but often misunderstood, refers to a system of government where the state holds absolute power…Sep 25, 2023Sep 25, 2023
Antonio Carlos FernandesCalls to Exclude U.S. Treasuries from Leverage Ratios, signal a Banking Sector WarningA recent letter (see full letter here) from the International Swaps and Derivatives Association, Inc. (“ISDA”) to the Board of Governors of…Mar 7Mar 7
Antonio Carlos FernandesThe Davos PilgrimagePilgrims embark on a journey to pay their tribute of reverence where they discover profound meaning. The specific destination of these…Jan 17Jan 17
Antonio Carlos FernandesInflation Dichotomy: Navigating the Divide Between CPI Struggles for the Poor and Asset Price Gains…The concept of inflation manifests in various forms. My experience of inflation will differ from yours, as our respective shopping baskets…Dec 13, 2023Dec 13, 2023
Antonio Carlos FernandesEuro Zone Faces Impending Recession amid European and Global Economic ChallengesAccording to a Bloomberg survey of analysts, the euro zone is poised to experience its first recession since the pandemic, with the economy…Dec 12, 2023Dec 12, 2023
Antonio Carlos FernandesStock Market PuzzleThe S&P500’s November returns were truly noteworthy, showcasing a remarkable 9% surge. While this is undeniably impressive, past Novembers…Dec 11, 2023Dec 11, 2023
Antonio Carlos FernandesChallenges for Banks in a High-Interest Rate EnvironmentConventional wisdom suggests that higher interest rates benefit banks by boosting Net Interest Margins. But is this belief accurate? Are we…Nov 26, 2023Nov 26, 2023
Antonio Carlos FernandesImpact of Interest Rate Changes on Luxembourg’s Mortgage LandscapeIn Luxembourg, securing a mortgage with a 1.5% interest rate was a viable option in 2022, with hindsight it was favourable opportunity even…Nov 26, 2023Nov 26, 2023
Antonio Carlos FernandesThe Clash Between ‘Square’ and ‘Tower’ in a Shifting Financial LandscapeIn the dynamic landscape of Crypto, the recent legal upheaval surrounding Binance, the world’s leading crypto-trading platform, has push…Nov 24, 2023Nov 24, 2023
