Rafael VelásquezinDecisions and PerceptionsWhat to do when a Bear Market is Coming“I’ve made more money during recessions being long treasuries than short equities”Sep 13, 2019Sep 13, 2019
Rafael VelásquezBig Debt Crises: The Phases of the Classic Deflationary Debt Cycle1) The Early Part of the CycleJan 10, 2019Jan 10, 2019
Rafael VelásquezBig Debt Crises: The Archetypal Big Debt CycleTo begin we need to define the key terms ‘credit’ and ‘debt’. Credit is the granting of buying power in exchange for a promise of paying…Jan 5, 2019Jan 5, 2019
Rafael VelásquezBig Debt Crises: Introduction“To think is to forget differences, to generalize, to abstract.” — Jorge Luis BorgesJan 4, 2019Jan 4, 2019
Rafael VelásquezinMastering InvestingSecurity Analysis Part VI: Balance-Sheet Analysis. Implications of Asset ValuesIntroductionSep 17, 2017Sep 17, 2017
Rafael VelásquezinMastering InvestingSecurity Analysis Part V: Analysis of the Income Account.“But it is necessary to caution the analyst against overconfidence in the practical utility of his findings. It is always good to know the…Jun 29, 2017Jun 29, 2017
Rafael VelásquezinDecisions and PerceptionsMental Models are Tools not GlassesOr why you may want to LBO St. Peter’s Cathedral; or not.May 24, 2017May 24, 2017
Rafael VelásquezinAscent PublicationA Quest For a MoatMastering the Art of InvestingMay 12, 20171May 12, 20171
Rafael VelásquezinMastering InvestingSecurity Analysis Part IV: Theory of Common-Stock Investment. The Dividend FactorNew Theory vs. Old TheoryMay 11, 2017May 11, 2017
Rafael VelásquezinMastering InvestingSecurity Analysis Part III: Senior Securities with Speculative FeaturesSimilar to straight bonds, senior securities with speculative features should be primarily selected on the basis of the enterprise not the…May 7, 2017May 7, 2017
