ARIAS FINANCIAL ACADEMY
Cada semana analizo mercados, macro y Bitcoin para darte claridad sobre tu patrimonio. Sin ruido, sin agenda.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 128 | Founded | a year ago | Last Issue | 8 days ago |
| Active | Language |  Spanish | |||
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andresfelipearias.substack.comLatest Issues
🩺 Estanflación criolla: lo que los datos de la semana pasada confirman sobre Petronomics
La semana pasada el DANE entregó dos cifras que, leídas juntas, cuentan la historia que el gobierno preferiría no narrar.
- La inflación anual en abril aceleró a 5,68%, cuarto repunte consecutivo, presionada por restaurantes y hot...
🚀 Cohetes desde Antioquia — la versión que falta
Por qué dos físicos de la Universidad de Antioquia se equivocan sobre Urabá, y por qué la verdadera discusión nunca fue de astrofísica sino de mentalidad
🌅 Necoclí — julio de 2032
🔥 El precio de la indisciplina: TES al 14,46%
El miércoles 13 de mayo, el Ministerio de Hacienda salió al mercado a colocar $3 billones de pesos en TES y volvió con $6 billones en la maleta. La demanda fue 4,1 veces el monto convocado: 12,3 billones de pesos en ofertas. El comun...
🧠 Micron y el Cuello de Botella en la IA
Los proveedores de memoria están viviendo un ciclo descomunal. Por qué Micron entró a nuestro portafolio en 2025, y por qué la asimetría apenas empieza a materializarse.
Las tres compañías líderes del mercado mundial de chips de memoria —S...
🪦 El ajuste fiscal está donde nadie ha mirado
Cerrar Procuraduría, Contraloría y entidades de control local equivale a buena parte del esfuerzo fiscal que se necesita. Sin tocar al contribuyente.
🗂️ Catorce meses, once minutos
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The writers behind this newsletter.
PhD en Economía (UCLA). Analizo mercados globales, macro y Bitcoin para ayudarte a proteger tu patrimonio y tomar decisiones financieras con criterio propio. Sin ruido, sin agenda. Varios días a la semana, en tu bandeja de entrada.
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