Financial District
Miquel Cantenys, CFAUna newsletter para inversores que quieran tomar mejores decisiones de inversión.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 129 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | Language |  Spanish | |||
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financialdistrict.substack.comLatest Issues
¿Do nothing?
Voy a empezar por donde casi nadie empieza: por la trayectoria, no por los resultados del último trimestre.
Terry Smith nació en 1953. Se formó en un mercado que ya no existe. Fue director de análisis en UBS Phillips & Drew a finales de lo...
El S&P 500 sube. Pero no todo el S&P 500.
La semana pasada hablamos de zetabytes.
De cómo el mundo va a generar 200 veces más datos en 2030 que en 2010. De por qué la verdadera tesis de inversión de este ciclo no está en las aplicaciones que usan la inteligencia artificial sino en...
El arma secreta de los grandes fondos que casi nadie conoce (II)
Ejemplos reales y riesgos concretos. Todo lo que necesitas saber antes de tocar un LEAPS.
En la primera parte construimos los cimientos.
El arma secreta de los grandes fondos que casi nadie conoce (I)
Qué son los LEAPS, cómo funcionan y por qué los gestores institucionales los usan en silencio mientras el resto del mercado ni sabe que existen.
Hay cosas que los gestores institucionales hacen en silencio.
Los que ganan dinero hablan de zetabytes
Hay semanas en que el mercado te da todas las respuestas.
Y semanas en que lo único que hace es recordarte que las preguntas importan más.
Esta ha sido de las segundas.
Los índices rozando máximos. La narrativa de la inteligencia artific...
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Una newsletter para inversores que quieran tomar mejores decisiones de inversión.
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