Viernes, 2 de octubre de 2020

Economía Internacional

Argentina: El BCRA cambia su política de tasas y devaluación – Ámbito
Argentina baja impuestos a exportaciones – América Economía
Uruguay: Lacalle Pou, un líder que trasciende fronteras – José Pereyra de Brun
Bolivia: Cuentas claras – Humberto Vacaflor
Salario mínimo en Venezuela: Vivir un mes con 0,92 dólares – Cinco Días
¿Qué puede pasar tras el positivo de Trump? – Eduardo Bolinches
El BCE acelera el euro digital contra la Libra de Facebook y las pandemias – Invertia
España va a necesitar el mayor rescate de la historia moderna – Daniel Lacalle
President Trump and first lady test positive for coronavirus – CNBC
Trump tests positive for coronavirus – Market Watch
President Trump’s Positive Covid Test Is Slamming Markets – Market Watch
Dow futures sink over 400 points amid disappointing jobs report – Market Watch
U.S. Jobs Rise Less Than Forecast as Economic Rebound Downshifts – Bloomberg
Pfizer CEO Says Vaccine Process Won’t Be Swayed by Politics – Boomberg
Oil prices likely to continue to struggle in the fourth quarter – CNBC
The Fed and the Housing Bubble/Bust – Robert P. Murphy
There Have Long Been Too Many “Nots” In the U.S. – Jeffrey Snider
Does Hurting Economy With Big Gov’t Buy Votes? – Casey Mulligan & Tomas Philipson
Postal Banking: An Idea Whose Time Has Returned? – Larry White
Reflation and Recovery: The Long-Term Outcomes of Today’s Market Pressures – Real Vision

Wealth Management

Última carta trimestral de Iván Martín – Magallanes Value Investors
Ahorro e inversión: ¿estamos cometiendo los mismos errores que en la crisis de 2008? – Ec Brands
Flavio Muñoz: Invertir en Big Tech antes de que sea la moda – Poder & Mercado
Dickson Buchanan: Cómo y por qué invertir en metales preciosos – Poder & Mercado
Can the Stock Market Protect Wealth Better Than Gold and Silver? – Doug French
How To Make Your Energy Portfolio Election Proof – Alex Kimani
Common Causes of Very Bad Decisions – Morgan Housel
Rapid Asset Price Inflation: When the Economic Engine Runs Hot – Real Vision
Going All In: Marc Cohodes’ Stock Winners & An Update on MiMedx – Real Vision
Activist Investor Icahn Brings Son Back, Lays Out Succession Plan – Reuters