Reletter
Artwork for Doble Piso

Doble Piso

Chino

Mercados, inversiones y finanzas personales.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues160Founded3 years agoLast Issue7 days ago
Active
Language
Spanish

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Latest Issues

Invertir en valores.

“La educación sin valores, por útil que sea, parece más bien convertir al hombre en un demonio más astuto”.
- C.S. Lewis.

Cada día le doy más valor al “tener la consciencia limpia” antes de irme a dormir. Todos los años aparecen oportun...

7 days ago
31
22

¿En qué etapa del “trade IA” estamos?

Bienvenido a Doble Piso, reflexiones sobre finanzas, de un inversor para otro inversor.

En lo que vamos del siglo XXI, tuvimos (al menos) 3 grandes narrativas que dominaron el mercado y el pensamiento de los inversores.

  • Durante los pr...
21 days ago
39
14

Reflexión sobre el valor sentimental.

“La serenidad es el equilibrio tranquilo del corazón y la mente”.
- Harold Becker.


Los negocios son hechos por y para personas, por lo que siempre tienen un tinte emocional.

Hace unos años conocí el caso de una pareja de adulto...

a month ago
45
17

La macro ahora es más importante.

“El arte de la Economía consiste en considerar los efectos más remotos de cualquier acto o política y no meramente sus consecuencias inmediatas; en calcular las repercusiones de tal política no sobre un grupo, sino sobre todos los sectores”...

a month ago
33
13

Transferencia de riqueza.

“La Bolsa es un mecanismo para transferir dinero del impaciente al paciente”.
- Warren Buffett.


La liquidez en el mundo es limitada. Todas las empresas, además del Tesoro de Estados Unidos, compiten por los compradores (los que t...

a month ago
56
12

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  • Chino

    Mercados.

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