Financial District
Miquel Cantenys, CFAUna newsletter para inversores que quieran tomar mejores decisiones de inversión.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 120 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | Language |  Spanish | |||
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financialdistrict.substack.comLatest Issues
Oportunidad en Renta Fija que no veíamos desde 2011
Hoy os traigo este podcast que grabé hace tres semanas con Santi Puig, de Oportunidades en Bolsa.
Los mercados llevan semanas mirando el estrecho de Ormuz como si el mundo fuese a acabarse.
Spoiler: no va a acabarse.
Pero sí hay cosas...
Más allá del dragón
Imagina que llevas meses analizando una empresa. Has leído sus cuentas, has modelado sus flujos de caja, has hablado con su equipo directivo. Inviertes. Y dos días después de cerrar tu posición, a las once de la noche, un funcionario public...
El mapa del tesoro
Cómo la renta fija puede ser tu mejor inversión en 2026, o destruir tu capital. Todo depende de saber leer cuatro escenarios.
Corría el verano de 1981.
El gráfico que el mercado está ignorando
Enlaces:
- Último artículo.
- De cero a inversor en fondos.
- De cero a inversor en ETFs.
Gracias por leer Financial District.
Feliz domingo,
Miquel Cantenys, CFA
El 0,5% que engaña a todo el mundo
Déjame empezar con un dato que muy poca gente recuerda.
En marzo de 2020, cuando la pandemia paralizó el mundo, el PIB de Estados Unidos se desplomó a una tasa anualizada del 28% en un solo trimestre. El peor dato en décadas. Los titulares...
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Una newsletter para inversores que quieran tomar mejores decisiones de inversión.
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