Oraset’s Newsletter
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| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 238 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | Language |  Spanish | |||
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oraset.substack.comLatest Issues
Introduciendo Oraset Portfolio View
La falta de acuerdos en la guerra de Irán sigue presionando los precios del petróleo al alza y con ellos las expectativas de inflación alta y persistente. Esta acción tiene su reacción y el BCE ya está subiendo tipos. Algunos analistas habl...
Añadir inteligencia en la construcción de carteras
Publicamos en viernes por la mañana, por lo que todavía no conocemos cómo cerrarán esta semana los mercados; pero si ponemos la vista atrás desde inicio de año, podemos estar satisfechos de cómo están evolucionando las carteras. La bolsa eu...
Inflación Inmunizada
En el último mes, el dinero ha estado fluyendo hacia el Oro y hacia el sector tecnológico:
La semana pasada el punto focal fueron los esperados resultados de Nvidia, líder mundial de semiconductores. No defraudaron. Para resumirlo: factura...
Seguimos siendo Punta de lanza
En lo que llevamos de año, la curva negra (cartera balanceada) se mueve varios niveles por encima de la curva verde (media fondos mixtos moderados globales). Es bonito ver que cuando los mercados cayeron, la curva negra se comportó como los...
Doblar a la industria parece fácil. No lo es.
La semana pasada fue inmensa para los inversores globales. Los inversores equilibrados acumulan en promedio un +6,5% en 2026 y no es raro ver rendimientos de más del 10% si usas nuestro servicio para carteras balanceadas.
Observar que la s...
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