Lunes, 18 de enero de 2021

Economía Internacional

LatinFocus: Perú liderará inversión en LatAm en próximos 3 años – AE
Colombia: Uno no acaba la pobreza acabando con los ricos – Alberto Bernal
Argentina: Déficit primario en 2020 llegó al 7,4% del PBI – Ámbito
Argentina: El costo político de pagar impuestos sin saberlo – Alejandro Catterberg
Europa debería emitir bonos perpetuos para pagar el covid – George Soros
European stocks mixed despite strong Chinese GDP data – Yahoo Finance
Germany takes a step toward post-Merkel era – CNBC
ECB threatens banks with capital ‘add-ons’ over leveraged loan risks – FT
U.S. Shale Is Gaining Influence Over Oil Markets – Matthew Smith 
The Perversity of Pandemic Security Theatre – James Bovard
From the Land of Financial Bubbles – Joakim Book 
Galbraith Offers a Poor Defense of MMT – Nicolás Cachanosky
Inflation Breeds Even More Inflation – Jeff Deist
Sheldon Adelson’s Billions Show Folly of Biden $2T Stimulus – John Tamny
3 Glaring Problems with Joe Biden’s New Multi-Trillion COVID Package – Brad Polumbo
Bill Gates is now the largest farmland owner in America – Market Watch
U.S., European officials condemn arrest of poisoned Putin critic Navalny – CNBC
China says its economy grew 2.3% in 2020 – CNBC
History repeating itself – Matthew Piepenburg, Gold Switzerland

Wealth Management

Newsletter Icaria Capital – Carlos Santiso
El dólar sorprende al consenso en este inicio del 2021 – Álex Fusté
Fondos de valor: ¿Fundamentos para invertir o moda? – Enrique Roca
Andrómeda Value: el fondo cinco estrellas español más rentable de 2020 – Invertia
Un diamante en bruto en el sector de ERPs – Lucas López Moroño
No, Bitcoin Is Not in a Bubble – Noelle Acheson and Damanick Dantes
Jake Ducey: Silver Going To Triple Digits – Zero Hedge
The wealthy are investing like a market bubble is here – CNBC