Market insights

This section is dedicated to analysis of market trends, and companies' value proposition.

Intelligence

Iran got better conditions than expected. It did not win the war.

The purpose of this piece is to propose a mental model to understand why Iran achieved more favorable conditions than expected, in light of an extensive US attack. It is analyzed through the lens of the Iterated Prisoner’s Dilemma (IPD) framework applied in a tournament held by Robert Axelrod.

Economics

Is Spain’s economic complexity exposed to international trade and politics?

This was a class project in which I decided to combine notions from Economics and Geopolitics. The main goal was to infer how Spain’s trade alliances affected the Spanish domestic economy. To measure this, I used the Economic Complexity index to determine, first, what is the structure of Spain’