Crude Oil – Update from 2 months ago

Right before the last OPEC meeting in December 2018 and to avoid the classic noise surrounding the Oil market, I tried to get a better understanding of the supply-demand at that time. My conclusions were: “Oil market is correctly supplied, with a small excess of...

Auto Sales – Impact from tariffs

The Automobile Industry had a very difficult 2018. China had a very tough year with sales down yoy. Europe was flat but German Production is down 9% in 2018. … What about 2019 and brexit impact (specially for Germany)? What about possible tariffs from the U.S....

Market Capitalization vs Enterprise Value.

The concept of Enterprise Value is one of the first thing I looked at during my mentoring program. If anyone is only mentioning Market Capitalization for justifying a company’s valuation, that person is missing the big picture. Market Capitalization could be the tree...
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