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Oraset’s Newsletter

jmascaro

Reflexiones Coyunturales

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues233Founded5 years agoLast Issue9 days ago
Active
Language
Spanish

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oraset.substack.com
Artwork for Oraset’s Newsletter

Latest Issues

Tecnología en cada Extremo

Cerramos un mes de julio turbulento con vaivenes impactantes casi a diario, al son de la música del mercado petrolífero alternado con las lecturas de las cifras económicas de las empresas. El foco está en el futuro y los problemas de rendim...

9 days ago

¿Cómo te cubres de las caídas tecnológicas?

Desde inicio de año invertir en empresas ‘Top’ mundiales genera una rentabilidad en EUR de 12,26%. Esta semana los índices se han movido -0,09% en EEUU; 0,8% en Europa; 1,92% en España, y 1,63% en China.

En el último mes hemos visto caer e...

16 days ago

Valorando Empresas No Cotizadas

Pintamos de color rojo las magnitudes en honor a la Copa del Mundo conquistada por la Selección Española de Fútbol. Un segundo mundial en lo que llevamos de siglo era impensable cuando lo empezamos.

Los mercados no fueron bien la sema...

23 days ago

Precios Objetivos a la carta

Nuestra cartera Research_3 en color azul, construida sólo con ETFs, un servicio Oraset Intelligence.

Semana movida en los mercados otra vez por la geoestrategia y el status quo en Irán. El neto ha sido que las empresas europeas valen un 2%...

a month ago

Reconstruir Empresas no es fácil

La semana pasada cerramos el primer semestre del año, dejemos que nos cuenten cómo fue:

Y otra imagen nos dirá cómo afectó a una de las carteras balanceadas (45% invertida en acciones globales):

Superar los índices bursátiles con menos de...

a month ago
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  • jmascaro

    Founder oraset.com

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