Libardo LambranoThis article examines stress in the $2T private credit market, where redemptions and liquidity risks are rising. It outlines a defensive strategy—raising cash via T-bills and using merger arbitrage—to preserve capital and stay ready for dislocations.
Libardo LambranoSocial investing didn't start with DubApp. In 2011, I was already publishing trades on Covestor. Here's what changed in 15 years — and why it matters for every retail investor today.
Libardo LambranoThis article argues that a "perfect storm" of three structural global forces is driving a historic, multi-decade bull market in metals. Firstly, systemic monetary debasement by central banks is eroding fiat currency value, prompting a flight to tangible assets. Secondly, a global surge in military rearmament to record levels is creating inelastic demand for defense-critical materials. Finally, the explosive infrastructure build-out required for the AI revolution is voraciously consuming metals, particularly copper.