Una newsletter para inversores que quieran tomar mejores decisiones de inversión.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 136 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | Language |  Spanish | |||
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El primer examen de Kevin Warsh
Domingo.
Agosto.
Verano.
Lecturas largas.
Y agua salada.
Tiempo perfecto para reflexionar sobre todo lo que está sucediendo en el mundo con un poco de distancia respecto a los mercados y los índices bursátiles.
Pero en el horizonte, t...
El mercado se hace tres preguntas
Capex, deuda y demanda, las tres variables que van a decidir el próximo tramo del ciclo de IA.
Cada informe de resultados trae la misma palabra: inteligencia artificial.
El coste de oportunidad
Tu también has tenido esa persona al lado.
La que compró acciones de Telefónica en los años noventa.
Las acciones siguen allí. Ni ha vendido las acciones ni ha comprado más.
Y si le preguntas sobre esta inversión, su respuesta es simil...
El mercado no perdona, amigo
El 24 de julio, Leopold Aschenbrenner escribió una carta a sus inversores diciendo que la corrección de las acciones ligadas a la IA era una de las mejores oportunidades de compra desde principios de 2025.
Pedía capital nuevo para su fond...
¿Viene el lobo?
Analizamos los tres frentes abiertos que tiene el mercado esta próxima semana.
Hay semanas dónde no sucede casi nada en los mercados.
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Una newsletter para inversores que quieran tomar mejores decisiones de inversión.
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