Articles

The Return of the King: Why the “Dangerous Dollar” Was My Ultimate Signal to Bet Big on the Greenback

Amadeu / 03/25/2026

As of March 2026, the U.S. Dollar (DXY) continues its dominant bullish trajectory, validating long-term technical channel projections and the “magazine cover indicator.” Despite contrarian fears in February, the dollar rebounded from critical 97.000 support levels, fueled by widening yield differentials and the accelerating tokenization of the USD. I maintain high-conviction short positions on EUR, […]

Investment Portfolio

The Flight to Sound Money: Why I Strategically Entered Gold at $4,400 Amidst Global Fiscal Decay

Amadeu / 03/23/2026

In March 2026, gold investment is driven by a critical need for capital preservation against unsustainable fiscal deficits, highlighted by U.S. military spending of $1 billion per day in the Iran conflict. Following a speculative peak at $5,500 and a healthy correction to $4,400, this strategic entry focuses on systemic protection. Gold serves as a

Market News

General Mills (GIS) in Freefall: A Value Trap or a Buying Opportunity After Q3 2026 Earnings?

Amadeu / 03/18/2026

General Mills (GIS) reported its fiscal 2026 third-quarter results today, March 18, 2026, showing net sales of $4.4 billion (an 8% decline) and an adjusted EPS of $0.64 (a 37% drop). Despite severe margin contraction driven by “remarkability” investments and strategic divestitures (Yogurt and Brazil), the company reaffirmed its full-year guidance. With the stock sliding

Market News

The US Dollar’s 2026 Rebirth: Why the Prophets of Doom Were Wrong Again

Amadeu / 03/13/2026

As of March 2026, the US Dollar has reaffirmed its global hegemony, hitting price levels not seen since May 2025. Contrary to “de-dollarization” narratives, the DXY index exhibits superior technical resilience, backed by a global flight to safety and the unparalleled depth of US capital markets. Current data suggests a continued bullish trajectory, driven by

Market News

The Silent Collapse of Private Credit: Why the U.S. Financial Sector in 2026 is Teetering on the Brink?

Amadeu / 03/12/2026

In March 2026, the U.S. Financial Sector faces a systemic liquidity crisis in the $2 trillion private credit market. With default rates hitting 9.2% and giants like Blackstone and Morgan Stanley gating redemptions, the scenario mirrors 2008. AI disruption in the software sector has devalued critical collateral, forcing asset sales at discounts up to 35%.

Investment Portfolio

Is Wolters Kluwer the Opportunity of the Decade? Investment Thesis and Deep Analysis

Amadeu / 03/07/2026

Wolters Kluwer (WKL) emerges in 2026 as a rare value opportunity. Following a 67% correction from its peaks, the company trades at a P/E ratio of 12x against an expected EPS of nearly €7 in 2028. With 83% recurring revenue and an aggressive integration of Generative AI into its “Expert Solutions,” WKL balances financial resilience