About this site

About this site

Hello, and welcome! I’m Carlos Jimenez, a Senior Manager at Ernst & Young (EY) specializing in Financial Services, where I apply Artificial Intelligence (AI) to optimize Risk Management and Wealth & Asset Management (WAM) processes. With over 15 years of experience at the intersection of finance, analytics, and technology, my mission is to bridge data science with strategic financial thinking to drive intelligent decision-making.

In my spare time, I use this blog as a space to translate my professional experience into clear, insightful content — covering the topics I’m most passionate about and that I believe are shaping the future of finance.

What You’ll Find Here

I write about the big themes shaping today’s markets, including:

  • Macroeconomic trends and how they impact global investment flows
  • Financial markets analysis, from equities and fixed income to commodities and alternatives
  • Company valuation, combining traditional models with modern data science techniques
  • Artificial Intelligence in Finance, with hands-on applications in forecasting, automation, and risk modeling
  • Trading strategies, both discretionary and algorithmic, with performance breakdowns and implementation logic
  • View of my portfolio holdings (updated daily after market close).

📦 Membership Tiers

There is only one tier: Members-Only (completely free).

💬 Members-Only (Zero Cost)

A great entry point for consistent updates and deeper analysis. In this tier, the idea is to have access to:

  • 📊 Three in-depth company valuation reports per week, including financial modeling, qualitative analysis, and target price estimation (published every Wednesday and Friday) with an investment thesis (as an example, attached you'll find exclusive premium content related to Company Valuation) - published at 1:00 PM EST.
  • Full access to Macro Research and News impact valuations.
  • 🧪 Full access to my research tools and scripts built in RStudio and Python — used for real-world investment analysis, backtesting, and forecasting (as an example, attached you'll find exclusive premium content that includes the complete methodology, underlying theory, and executable code used in the analysis discussed in this post).
  • 📲 Membership to an exclusive Telegram group, where I share:
    • 🔍 Pre-Market, After-Hours, Weekly Status and more with Real-time financial market analytics.
    • 🎯 Target price updates (Gamma Flip, Put and Call Wall as well as Pin Values)
    • Trading ideas (mainly options but also Swing Trading).
    • 📡 Ongoing commentary and sentiment analysis.
  • 📩 Be notified when new content is published

Let’s Connect

If you’re passionate about combining data, finance, and strategic thinking — you’re in the right place.

📬 Email: cjimenez.diaz@gmail.com

And don’t forget to subscribe to receive updates related to latest posts.

Disclaimer:
All my posts, investment thesis, valuation analysis or any other comment or article written in this blog are for informational and educational purposes only and do not constitute investment advice, a recommendation, or an offer to buy or sell any securities. The opinions expressed herein are based on publicly available data, assumptions, and estimates that may change without notice. While efforts have been made to ensure accuracy, no representation or warranty, express or implied, is made as to the completeness, reliability, or accuracy of the information. The author(s) and publisher disclaim any liability for any direct or consequential loss arising from any use of this material. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.