Puntos de Inflexión
David M RodriguezReflexividad entre Macroeconomia, Mercados y Crypto
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 6 | Subscribers | Read | puntosdeinflexion.substack.com |
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Puntos de Inflexión #5 - Nearshoring: Política industrial y económica basada en seguridad nacional
El Nearshoring de la manufactura para reducir nuestra dependencia en China y diversificar las cadenas de suministro representa uno de los mayores cambios a nivel macro para las próximas décadas y esta siendo favorecida por tres fuerzas comp...
Puntos de Inflexión #4 - Transición Energética. Minerales Críticos. Seguridad Energética
La electrificación del sistema de transporte global y el objetivo de des-carbonizar las fuentes de energía a favor de las energías renovables es una de las tendencias globales más importantes a mediano y largo plazo.
Puntos de Inflexión #3 - Tendencias y expectativas macro y web3 para 2023
Los inversionistas no extrañaran el 2022. El año presentó una serie de primeros y peores. La invasión de Ucrania provocó la guerra terrestre más grande en Europa desde el final de la Segunda Guerra Mundial, distorsiono cadenas globales de s...
Puntos de Inflexión #2 - 2022, El regreso a la realidad. Fin del dinero barato
La mentalidad del inversionista está fundamentada en la relación entre el riesgo y el retorno. No hay que evitar riesgos, sino considerar el riesgo relativo al retorno potencial.
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Fundamental research and investing macro trends and crypto.
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