El Substack de UltraValorem
UltraValoremMi Substack personal
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Subscribers | Read | ultravalorem.substack.com |
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Latest Issues
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Informe Semanal Ultra Valorem, del 20 al 24 de enero de 2025
Rendimiento YTD: +5.36%
Aranceles, Groenlandia y Volatilidad Esta Semana
Trump anunció el sábado nuevos aranceles a Europa en respuesta a su oposición sobre Groenlandia. El timing fue deliberado: fin de semana largo, dejando que el mercado digiera la noticia antes de abrir. Muy diferente al bazucazo del 10 de oc...
Informe Semanal Ultra Valorem, del 13 al 17 de enero de 2025
Semana de confirmación. Momentum positivo, amplio y sostenido en las compañías que lideran la transformación tecnológica de la economía global. No fue euforia. Fue progreso ordenado de tesis que llevan meses en construcción.
Informe Semanal Ultra Valorem del 29/12 al 02/01
El arranque de 2026 ha elevado notablemente el ruido informativo, pero no ha alterado el mensaje esencial del mercado. La primera sesión del año mostró una rotación puntual fuera de Mega Caps estadounidenses, un movimiento típico de comienz...
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Authors
The writers behind this newsletter.
Registrado en la CNMV (ISIN: ES0155633037). Estrategia 100 % enfocada en tech disruptiva. Enfocada en IA, FinTech, ciberseguridad, automatización y SaaS #HODL \ud83d\ude80 Accesible para inversores a través de cualquier entidad financiera.
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