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Luis Arenzana

Luis Arenzana

@LArenzanaSICM

Llevo 31 años subido al andamio de la industria financiera, los últimos 25 gestionando patrimonios. He vivido en Nueva York y en Londres, donde he tenido la gran suerte de conocer y trabajar con algunos de los mejores inversores de nuestro tiempo. A ellos y a mis socios les estaré siempre agradecido por la formación que he recibido.

Publicaciones recientes

  • Luis Arenzana

    Modern Monetary Illusion and Central Planning

    «It has been a long time since investors in developed economies had any worries about inflation»

    Opinión 24 de febrero de 2021

    Modern Monetary Illusion and Central Planning
  • Luis Arenzana

    Brave New Financial World

    «The issue here is that some monetary areas are more likely to reflate than others are. We have far more faith in the US or the UK reflating than we have on China or the EU doing so, unless China devalues or the euro breaks up»

    Opinión 18 de febrero de 2021

    Brave New Financial World
  • Luis Arenzana

    Extraordinary Popular Delusions and the Madness of Crowds

    «The problem with hubris is that it is a very bad source of advice, especially in the case of a money manager»

    Opinión 01 de febrero de 2021

    Extraordinary Popular Delusions and the Madness of Crowds
  • Luis Arenzana

    It may not be too late for reason and common sense to prevail

    ‘We are not far from abusive impositions from the government based on no evidence whatsoever’

    Opinión 25 de enero de 2021

    It may not be too late for reason and common sense to prevail
  • Luis Arenzana

    The Outlook for 2021: Investing by Dictate

    «It is difficult to understand why so many companies are more valuable today than before COVID as measured by their enterprise value»

    Opinión 19 de enero de 2021

    The Outlook for 2021: Investing by Dictate
  • Luis Arenzana

    Annus Mirabilis?

    «Soon safe-deposit boxes are going to be a unexpected, albeit small, bonanza for banks. None of this bodes well for Euro sovereign bonds which low yields underpin so much of the current financial euphoria»

    Opinión 28 de diciembre de 2020

    Annus Mirabilis?
  • Luis Arenzana

    'Annus Horribilis'

    «Unfortunately, we live in such times where a large swathe of the electorate derides effective Government and seems to be indifferent to gross mismanagement and corruption»

    Opinión 21 de diciembre de 2020

    'Annus Horribilis'
  • Luis Arenzana

    Party like it’s 1999

    «What could make today’s market swoon? Certainly not an unexpected rate hike»

    Opinión 11 de diciembre de 2020

    Party like it’s 1999
  • Luis Arenzana

    Money Makes the World Go Round

    «The political developments of the past few weeks will ensure that the economic recovery will be needlessly slow and painful, if we see a recovery at all»

    Opinión 30 de noviembre de 2020

    Money Makes the World Go Round
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