Just Finance and Markets
@justfinancemarkets.bsky.social
$CIB
Bancolombia
The profitable nerds are seeing something the average is not.
Over the last two full weeks, after Earnings release,-5.32%
Bancolombia
The profitable nerds are seeing something the average is not.
Over the last two full weeks, after Earnings release,-5.32%
March 11, 2025 at 3:00 PM
$CIB
Bancolombia
The profitable nerds are seeing something the average is not.
Over the last two full weeks, after Earnings release,-5.32%
Bancolombia
The profitable nerds are seeing something the average is not.
Over the last two full weeks, after Earnings release,-5.32%
US Nonfarm payrolls December
Average estimate: 165k
Actual: 256k
Unemployment Rate Est.: 4.2%
Actual: 4.1%
Average estimate: 165k
Actual: 256k
Unemployment Rate Est.: 4.2%
Actual: 4.1%
January 10, 2025 at 1:31 PM
US Nonfarm payrolls December
Average estimate: 165k
Actual: 256k
Unemployment Rate Est.: 4.2%
Actual: 4.1%
Average estimate: 165k
Actual: 256k
Unemployment Rate Est.: 4.2%
Actual: 4.1%
Colombia's corporate and retail credit contraction throughout 2025, is a sure thing.
January 8, 2025 at 1:36 PM
Colombia's corporate and retail credit contraction throughout 2025, is a sure thing.
Reposted by Just Finance and Markets
48% of NYSE volume was on the upside today.
Must be why Timmy is bullish.
Must be why Timmy is bullish.
December 11, 2024 at 10:12 PM
48% of NYSE volume was on the upside today.
Must be why Timmy is bullish.
Must be why Timmy is bullish.
Reposted by Just Finance and Markets
In a world that feels increasingly chaotic, trust has become the scarcest - and most valuable - commodity. I put together a short framework on how to think about investing in Trust, backdropped by a broader Cycle of Apathy. Links in the next cloud.
December 11, 2024 at 6:48 PM
In a world that feels increasingly chaotic, trust has become the scarcest - and most valuable - commodity. I put together a short framework on how to think about investing in Trust, backdropped by a broader Cycle of Apathy. Links in the next cloud.
Reposted by Just Finance and Markets
Just did me a little light rearranging….
December 11, 2024 at 11:46 AM
Just did me a little light rearranging….
"Work life balance" is sociological BS.
December 5, 2024 at 2:47 PM
"Work life balance" is sociological BS.
This is not good and will eventually impact systematically the Colombian economy, given that I believe the core of these losses are not retail clients but corporates/institutions.
Nonperforming Loans NPLs 2023 vs 2022 change:
78.79%. 3.54B vs 1.98B
$CIB
Nonperforming Loans NPLs 2023 vs 2022 change:
78.79%. 3.54B vs 1.98B
$CIB
December 4, 2024 at 1:34 AM
This is not good and will eventually impact systematically the Colombian economy, given that I believe the core of these losses are not retail clients but corporates/institutions.
Nonperforming Loans NPLs 2023 vs 2022 change:
78.79%. 3.54B vs 1.98B
$CIB
Nonperforming Loans NPLs 2023 vs 2022 change:
78.79%. 3.54B vs 1.98B
$CIB
$cib last 2 years & TTM Loan Loss Provisions change:
TTM vs 23: 9.82%
23 vs 22: -98.5%
Nobody wants to increase provisions as that is one the main drivers for cost of borrowing.
*Provisions are negative values.
Stock price change last 2 years and YTD: 35.33%
Since 2020: -18.81%
Value trap.
TTM vs 23: 9.82%
23 vs 22: -98.5%
Nobody wants to increase provisions as that is one the main drivers for cost of borrowing.
*Provisions are negative values.
Stock price change last 2 years and YTD: 35.33%
Since 2020: -18.81%
Value trap.
December 4, 2024 at 1:07 AM
$cib last 2 years & TTM Loan Loss Provisions change:
TTM vs 23: 9.82%
23 vs 22: -98.5%
Nobody wants to increase provisions as that is one the main drivers for cost of borrowing.
*Provisions are negative values.
Stock price change last 2 years and YTD: 35.33%
Since 2020: -18.81%
Value trap.
TTM vs 23: 9.82%
23 vs 22: -98.5%
Nobody wants to increase provisions as that is one the main drivers for cost of borrowing.
*Provisions are negative values.
Stock price change last 2 years and YTD: 35.33%
Since 2020: -18.81%
Value trap.