Oxford Competition Economics

A consulting firm providing high-quality economic analysis in antitrust, regulation, damages & applied quantitative methods for the understanding of markets.

[Víctor Pavón-Villamayor @pavonvillamayor]

Top 10 US #ETFs by inflows (YTD, USD).

[Víctor Pavón-Villamayor @pavonvillamayor]

The #streaming war.

Million of global subscribers, 2025.

#Netflix #Amazon #Disney

[Víctor Pavón-Villamayor @pavonvillamayor]

"Competencia en Mercados Digitales". Última sesión del 2025 de la Comisión de #Competencia de ICC.

Agradecemos las intervenciones de Juan Francisco Valerio, Secretario Técnico de la Comisión Nacional #Antimonopolio, y Alexander Bardales, Gerente de Asuntos Públicos #TikTok.

[Víctor Pavón-Villamayor @pavonvillamayor]

Inauguración del IX Diplomado en #Competencia Económica ICC/UP (2025.11.19).

Agradecemos la conferencia magistral de Andrea Marván, Presidenta de la Comisión Nacional #Antimonopolio y las palabras de bienvenida de Claus von Wobeser, Presidente de ICC.

#Antitrust

[Víctor Pavón-Villamayor @pavonvillamayor]

#Cisco survival of the dot-com crash (2000) is truly impressive.

Now, $Csco is posed to be a key player in the #AIRevolution.

[Víctor Pavón-Villamayor @pavonvillamayor]

The real price of #gold has accelerated sharply during the last months.

No doubt that inflationary pressures, elevated public debts (which increases the prospects of future #monetization by governments) and rising geopolitical tensions have been pushing gold prices upwards. $GLD

[Víctor Pavón-Villamayor @pavonvillamayor]

Top #ETFs by market capitalization (USD Billions, 2025.09).

Blackrock's #Bitcoin ETF $IBIT is now on the 20th position.

(via E. Balchunas)

[Víctor Pavón-Villamayor @pavonvillamayor]

Market capitalization of core #cryptocurrencies, 2025.

#Bitcoin #Stablecoins #ETH

[Víctor Pavón-Villamayor @pavonvillamayor]

Diplomado en Competencia Económica 2025-2026.

Co-organizado por la International Chamber of Commerce (México) y la Universidad Panamericana.

Programa Académico puede ser consultado en:

https://t.co/Cr0d2tWEX8

#Competencia #Antitrust

[Oxford Competition Economics @OxfordCompEcon]

The number of #mergers that should be reviewed by the #FTC (or any other #competition authority) might be higher if the value of #intangible assets of the merging parties is properly accounted for.

A lower number of reviewed transactions is implying higher #antitrust risks.

[Oxford Competition Economics @OxfordCompEcon]

The number of #mergers that should be reviewed by the #FTC (or any other #competition authority) might be higher if the value of #intangible assets of the merging parties is properly accounted for.

A lower number of reviewed transactions is implying higher #antitrust risks.

[Víctor Pavón-Villamayor @pavonvillamayor]

It is interesting to see #Apple spending massive amounts of money in #buybacks, in a context where more R&D investments in its products would be useful for the company.

$APPL

[Víctor Pavón-Villamayor @pavonvillamayor]

Total returns of Palantir $PLTR, Nvidia $NVDA & #Nasdaq (composite) during the last 12 months.

$PLTR seems the bubble within the bubble.

[Oxford Competition Economics @OxfordCompEcon]

Main sources of US #imports.

Jan-May 2025 (USD Billions).

#TradeDeal

[Oxford Competition Economics @OxfordCompEcon]

Main sources of US #imports.

Jan-May 2025 (USD Billions).

#TradeDeal

[Víctor Pavón-Villamayor @pavonvillamayor]

Magnificent 7's share of the S&P 500 market cap (%).

$NVDA $TSLA $GOOG $AMZN $AAPL $META $MSFT

[Víctor Pavón-Villamayor @pavonvillamayor]

#Nvidia market cap: 4 trillion USD.

$NVDA

[Víctor Pavón-Villamayor @pavonvillamayor]

#China's dominance on rare earths mined production (a key input for the production of electronic devices).

#RareEarths #telecommunications #TradeWar

[Víctor Pavón-Villamayor @pavonvillamayor]

Foro de Análisis "Nueva Ley Federal Antimonopolio y Competencia". Ciudad de México. Mayo 29, 2025.

Comisión de Competencia Económica (@ICCMEXICO).

[Víctor Pavón-Villamayor @pavonvillamayor]

Foro "Telecomunicaciones, Radiodifusión y Competencia en México".

Facultad de Derecho, UNAM.
Mayo 20, 2025