El Substack de DanGates
DanGatesMi Substack personal
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | dangates83.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A vueltas con la liquidez del mercado
Estamos en una situación de mercado en los últimos años donde lo que ha movido las bolsas no han sido tanto los fundamentales si no los grandes movimientos de liquidez, lo cual me lleva a la siguiente reflexión.
La gestión activa no existe
El sistema financiero está diseñado para protegerse a sí mismo, no para proteger al inversor.
Global Allocation y la tesis de los TIPS
No sabía donde escribir estas notas así que dejo por aquí mis discusiones con Grok acerca de los posibles efectos de las acciones de la FED y las reacciones de los TIPS a 30 años, principal tesis de inversión de Luis Bononato en su fondo Gl...
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