Aprende a ganar el juego de la riqueza con un correo diario de 3 minutos sobre inversiones, mercados financieros y Riqueza 360
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1531 | Founded | 6 years ago | Last Issue | 2 days ago |
| Active | Language |  Spanish | |||
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javiermtzmorodo.substack.comLatest Issues
La deuda financia el auge tecnológico y ahí anida el próximo riesgo
El mercado confunde fuerza con permiso
El mercado leyó una sola cosa: economía resistente más inflación que cede igual a luz verde para comprar todo lo que huela a inteligencia artificial. Mi lectura es la contraria. La fortaleza que...
Fragmentación comercial, devaluación y valuaciones de otro planeta
El fin del piloto automático
El mercado leyó titulares sueltos: un pleito arancelario, un rally cripto, un número de OPI. Mi lectura es que son la misma historia. La estructura que dábamos por permanente, comercio integrado, un dólar...
México crece poco y el dinero inteligente cobra por esperar
La trampa del 2%
El mercado leyó hoy resiliencia: la inflación en México regresó a 3.26% dentro del rango y su PIB rebotó a 1.4% trimestral tras el trimestre en rojo. Yo leo lo contrario. Con un crecimiento anual de apenas 2.1% y pre...
Cuando el activo seguro se vuelve frágil y la periferia paga mejor
La gravedad se llama IA
El mercado celebra que Bessent domó las tasas y lee cada noticia por separado: Apple, Alibaba, Samsung, los emergentes. Lo que vi es una sola fuerza. La inteligencia artificial está reescribiendo el precio glo...
El futuro de los data centers: el oceano y el spacio abren nuevos horizontes en tu portafolio
Hace unos días, recordé uno de mis viajes muy cerca del mar. Se me vino a la mente la línea donde el mar se une con el horizonte infinito. Es irónico pensar que mientras nosotros buscamos paz en la inmensidad del agua o el silencio de las e...
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Wealth strategist - Creando libertad a través de la riqueza \ud83d\udcb8\ud83d\udcaa\ud83c\udffd
Optimista por naturaleza, creadora de contenido y social media..................
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