Equity Analysis Italian
Equity AnalysisTeam di investitori esperti (+15 anni) offre analisi fondamentali e di bilancio su aziende quotate. Contestualizziamo momentum e crescita con macroeconomia e trend di mercato.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 45 | Subscribers | Read | equityanalysis.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Dal Bear Flattening al possibile Bull Steepening: come leggere il mercato dopo lo shock energetico
Il mercato non sta solo reagendo a un conflitto; sta cercando di prezzare un nuovo equilibrio monetario in un mondo dove l’energia è diventata un’arma geopolitica.
EMCOR Group: il cuore tecnico della crescita dei data center
Business model, segmenti operativi e prospettive nel settore MEP negli Stati Uniti
Fed in pausa, l’energia torna a dettare l’agenda.
La riunione di marzo della Federal Reserve ha confermato una banca centrale più cauta, più consapevole del rischio geopolitico e meno disponibile ad assecondare rapidamente le attese di easing del mercato.
Uber: robotaxi, trappola o opportunità di investimento?
Crescita, margini e rischi strutturali: cosa sta davvero prezzando il mercato.
Authors
The writers behind this newsletter.
Team di investitori esperti (+15 anni) offre analisi fondamentali e di bilancio su aziende quotate. Contestualizziamo momentum e crescita con macroeconomia e trend di mercato.
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