Remembrance Capital
Samuel Izquierdo PinaAnálisis macroeconómico diario, valoración de empresas y mercados financieros.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 238 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | Language |  Spanish | |||
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initzia.substack.comLatest Issues
Resiliencia económica
Los inversores siguen descontando que el conflicto entre Estados Unidos e Irán podría acercarse a una solución negociada, pero cada nuevo avance viene acompañado de mensajes contradictorios que recuerdan que cualquier acuerdo definitivo tod...
SpaceX supera las expectativas
La combinación de unos resultados empresariales que continúan sorprendiendo al alza, el renovado entusiasmo por la inteligencia artificial y las expectativas de un posible acuerdo entre Estados Unidos e Irán ha llevado a los principales índ...
El informe deja algunos matices que conviene no pasar por alto
Si ayer los inversores celebraban la posibilidad de una negociación entre Estados Unidos e Irán, hoy el escenario vuelve a complicarse. Donald Trump insiste en que las conversaciones siguen adelante y advierte de que Teherán afronta su últi...
La agenda macroeconómica será especialmente intensa
El principal foco de atención vuelve a situarse en Oriente Medio. Donald Trump sorprendía al anunciar la paralización de nuevos ataques sobre Irán para abrir una nueva vía de negociación, una decisión que, según explicaba, responde a la pet...
Análisis fundamental de Heidelberg Materials
Análisis de empresas
Heidelberg Materials continúa demostrando por qué sigue siendo una de las compañías de referencia dentro del sector mundial de materiales de construcción. A pesar de desenvolverse en un entorno todavía marcado por unos...
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|---|---|---|---|---|---|
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The writers behind this newsletter.
Gestor de banca privada. Profesor de análisis macroeconómico y valoración de empresas
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