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Oraset’s Newsletter

jmascaro

Reflexiones Coyunturales

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues241Founded5 years agoLast Issue7 days ago
Active
Language
Spanish

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oraset.substack.com
Artwork for Oraset’s Newsletter

Latest Issues

Oraset Intelligence Arrasa

Desde inicio de año invertir en empresas ‘Top’ mundiales genera una rentabilidad en EUR de 16,5%. Esta semana los índices se han movido 1,22% en EEUU; -1,03% en Europa; -3,13% en España, y -2,2% en China

El jueves leía cómo había cerrado e...

7 days ago

Cambio de Piel

La semana pasada fue buena para las acciones, con subidas a los dos lados del Atlántico superiores al 1%, pero no podemos decir lo mismo para los bonos. El bono norteamericano por encima del 5%, cerrando en niveles no vistos en 10 años. Los...

15 days ago
1

¿Holdear...? No siempre

La dispersión de resultados de los fondos globales ha sido inmensa, siendo el rendimiento promedio del 7,6%, llama la atención ver hasta siete fondos que no han logrado superar ni siquiera la inflación. Tengan cuidado seleccionado dónde pon...

22 days ago

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...

a month ago
1

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...

a month ago

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  • jmascaro

    Founder oraset.com

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