Lunes, 22 de febrero de 2021

Economía Internacional

Qué dijo Bolsonaro que provocó un derrumbe de las acciones de Petrobras – Ámbito
Bolivia: Ministro afirma que en dos años se recuperará la economía – El Diario
Brazil Markets Tumble as Bolsonaro Pivots to Interventionism – Bloomberg
AMLO’s Plan to Drop Texas Gas – Mary Anastasia O’Grady
España: Exilio antes el sablazo: con Daniel Lacalle y Wall Street Wolverine – Libre Mercado
European banks have been resilient during the Covid crisis – CNBC
Covid-19 Cases, Like Political Careers, Dropping Like Rocks – Jeffrey Tucker
The UK is set to announce how it will exit lockdown – CNBC
The Case for Post-Pandemic Pessimism – Mervyn King
Bond Yields Tumble As Central Bank Jawboning Begins – Zero Hedge
Inflation Is Rising. So Are Investor Fears About Stocks – Mark Hulbert
Gold futures bounce off a nice technical support area – Rajan Rhall
Stocks fall as yields rise, inflation concerns mount – Yahoo Finance
The True Challenge of Inflation Is That So Few Know What It Is – John Tamny
Tesla has made about $1 billion in profit on its bitcoin investment – CNBC
Tesla gana 1.000 millones en un mes con su apuesta por el bitcoin – El Economista
Bitcoin Tumbles After Musk Hints That Prices Are Excessive – Bloomberg
Democrats’ Dangerous Inflation Assumption – James Pethokoukis
The Money Boom Is Already Here – John Greenwood and Steve H. Hanke
Are We In a Stock Market Bubble? – Ray Dalio
The Four Basic Truths of Macroeconomics – Tyler Cowen
Michael Burry Warns Weimar Hyperinflation Is Coming – Zero Hedge
Deflation First, Then Big or even HyperInflation – Mike Maloney & Max Keiser
As Commodities Vault Higher, The Meats Will Continue To Climb – Andy Hecht

Wealth Management

The Treasury Yield Stress Point – Lyn Alden
Es irresponsable cerrar los ojos a la sobrevaloración del mercado – Carlos Santiso
Cómo elegir una cartera de renta variable sostenible – Dan Roarty
¿Sería el aumento de la inflación un factor positivo? – Robert Lind
Análisis técnico: (22-26 febrero) No hay peor ciego que el que no quiere ver – Enrique Roca
Cathie Wood: la nueva musa de Wall Street con un fondo que rentó un 152% en 2020 – Cinco Días
Family Office Powered by Mining Creates $6 Billion Money Machine – Bloomberg
Wealthy Investors Still Love Stocks, But Real Estate Is On Fire – Bloomberg