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Juan Carlos Carvallo

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Oil derricks on Lake Maracaibo, circa 1929

Oil derricks on Lake Maracaibo, circa 1929

Oil for a hundred years: what a U.S. lease in Venezuela would mean — and how it compares with Chinese enclaves

jcarvallo4

6 days ago12 min read

Speed Is Not the Thesis: How to Read Anthropic's Numbers Before the IPO

Speed Is Not the Thesis: How to Read Anthropic's Numbers Before the IPO

Speed Is Not the Thesis: How to Read Anthropic's Numbers Before the IPO

jcarvallo4

Aug 247 min read

Mapping the Memory Supply Chain

Mapping the Memory Supply Chain

Mapping the Memory Supply Chain

jcarvallo4

Aug 146 min read

Memory Is the New Compute

Memory Is the New Compute

Memory Is the New Compute

jcarvallo4

Aug 1411 min read

Why Private Markets Are Becoming an Essential Allocation

Why Private Markets Are Becoming an Essential Allocation

Why Private Markets Are Becoming an Essential Allocation

jcarvallo4

Aug 18 min read

Why You Need an Expert Investment Advisor

Why You Need an Expert Investment Advisor

Why You Need an Expert Investment Advisor

jcarvallo4

Jul 274 min read

Why Trump Is Calm Heading Into the 2026 Midterms (Even With the House at Serious Risk)

Why Trump Is Calm Heading Into the 2026 Midterms (Even With the House at Serious Risk)

Why Trump Is Calm Heading Into the 2026 Midterms (Even With the House at Serious Risk)

jcarvallo4

Jul 244 min read

Is the Market Expensive? Earnings, Volatility, and the Capital Behind AI

Is the Market Expensive? Earnings, Volatility, and the Capital Behind AI

Is the Market Expensive? Earnings, Volatility, and the Capital Behind AI

jcarvallo4

Jul 177 min read

Understanding the Investment Advisor Role: A Guide for Entrepreneurs and Financial Professionals

Understanding the Investment Advisor Role: A Guide for Entrepreneurs and Financial Professionals

Understanding the Investment Advisor Role: A Guide for Entrepreneurs and Financial Professionals

jcarvallo4

Jun 294 min read

Juan Carvallo Finance Insights: Exploring His Expertise in Finance

Juan Carvallo Finance Insights: Exploring His Expertise in Finance

Juan Carvallo Finance Insights: Exploring His Expertise in Finance

jcarvallo4

Jun 293 min read

Goldman Sachs cuts recession risk: how to read Wall Street in June 2026

Goldman Sachs cuts recession risk: how to read Wall Street in June 2026

Goldman Sachs cuts recession risk: how to read Wall Street in June 2026

jcarvallo4

Jun 265 min read

Mastering Core Finance Strategies

Mastering Core Finance Strategies

Mastering Core Finance Strategies

jcarvallo4

Jun 234 min read

Oil: From the Hormuz Shock to a Possible 2027 Glut

Oil: From the Hormuz Shock to a Possible 2027 Glut

Oil: From the Hormuz Shock to a Possible 2027 Glut

jcarvallo4

Jun 195 min read

Elon Musk, One Step Away From Becoming History's First Trillionaire: SpaceX's Record IPO

Elon Musk, One Step Away From Becoming History's First Trillionaire: SpaceX's Record IPO

Elon Musk, One Step Away From Becoming History's First Trillionaire: SpaceX's Record IPO

jcarvallo4

Jun 123 min read

Why, after this analysis, I believe in SpaceX’s astronomical valuations

Why, after this analysis, I believe in SpaceX’s astronomical valuations

Why, after this analysis, I believe in SpaceX’s astronomical valuations

jcarvallo4

Jun 93 min read

Selecting the Right Investment Advisor for You: Choosing Investment Advisors with Confidence

Selecting the Right Investment Advisor for You: Choosing Investment Advisors with Confidence

Selecting the Right Investment Advisor for You: Choosing Investment Advisors with Confidence

jcarvallo4

Jun 23 min read

Boost Your Finance Knowledge with Expert Financial Strategies Guide

Boost Your Finance Knowledge with Expert Financial Strategies Guide

Boost Your Finance Knowledge with Expert Financial Strategies Guide

jcarvallo4

May 204 min read

Venezuela 2026: Synthesis of the Restructuring Master — Premises and Complications

Venezuela 2026: Synthesis of the Restructuring Master — Premises and Complications

Venezuela 2026: Synthesis of the Restructuring Master — Premises and Complications

jcarvallo4

May 175 min read

xAI Leases Colossus 1 to Anthropic: The Masterstroke That Turns a Problematic Cluster into a Golden Goose

xAI Leases Colossus 1 to Anthropic: The Masterstroke That Turns a Problematic Cluster into a Golden Goose

xAI Leases Colossus 1 to Anthropic: The Masterstroke That Turns a Problematic Cluster into a Golden Goose

jcarvallo4

May 94 min read

The Importance of Investor Profile, Risk Management, and Investment Horizon: Why an Investment Advisor Is Essential for Your Financial Success

jcarvallo4

May 84 min read

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