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Es un core holding defensivo con visibilidad alta, bajo riesgo sistémico y upside asimétrico en escenarios de tensión geopolítica sostenida. Ideal para generar ideas long (posición core), pero con oportunidades short/hedge en eventos específicos. En un entorno 2026 de volatilidad geopolítica, GD ofrece resiliencia + crecimiento predecible – casi perfecto para un puesto con responsabilidad
Subject: Market Update – January 21, 2026: Market OverviewFollowing several days of negative sentiment driven by geopolitical uncertainty—including the recently announced EU-related directives and broader global tariff concerns—equity markets experienced downward pressure. Global indices opened lower today, extending yesterday’s declines amid lingering risk aversion. Key DevelopmentDuring remarks at the World Economic Forum in Davos and

Back to the trading terminals

Traders are returning to their terminals after the holidays, and what a start to 2026!Recapping 2025 performance with a few key charts: US equities delivered solid gains, with the S&P 500 up around 16.4% for the year, continuing the bull run driven by AI and tech. Meanwhile, European stocks had an even stronger year, significantly
Introduction: Beyond the Sci-Fi Hype When you hear “humanoid robot,” you might picture Tesla’s Optimus waving from a stage or a futuristic machine from a sci-fi blockbuster. Demos of robots dancing, serving drinks, or performing simple tasks have captured our imagination, suggesting a future where bipedal machines are seamlessly integrated into our lives. This vision,
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