THE MODERN INVESTING NEWSLETTER
Modern InvestingInvesting in the new world order.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 64 | Subscribers | Read | moderninvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
From Ore to Opportunity: The Case for Gerdau and Vale’s Comeback
Both Gerdau and Vale are established industry giants facing undervaluation due to macroeconomic pressures and market misconceptions. Gerdau, a steel producer primarily operating in North America and Brazil, is positioned to benefit from str...
Chinese Rate Cuts: Markets Surge as Inflation Looms
This week has been extremely volatile and full of noise. Following the 50bps rate cut by the FED, it was China’s turn for financial easing. The land of the dragon caused a huge run-up in the Hang Seng Index, after the PBOC (People’s Bank of...
GOLD, How to play the bull market
The bull market in gold has been tremendous over the past few months, with gold hitting $2500 an ounce. People remain disappointed as most miners are underperforming, on a scale that many couldn’t have imagined. At the same time interesting...
GeoPark Q2 Earnings & Oil Outlook
GeoPark reported earnings on Wednesday after hours. The first reaction by the stock was a drop of 6%, as a lower net profit caught many off guard. At the end of the day, the stock closed down slightly above 4%. There are more components as ...
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Authors
The writers behind this newsletter.
Value Investor | Looking for undervalued compounder stocks | Posts are no financial advise |
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