Martes, 18 de mayo de 2021

Economía Internacional

¡El peor dato de inflación en 40 años! – Mauricio Ríos García
Chile: Salvando los muebles – Tomás Flores
BCB garantiza estabilidad económica y monetaria del país – El Deber
Argentina busca depender menos del gas boliviano – El Deber
Argentina: El Gobierno vive de relatos y enemigos inventados – Roberto Cachanosky
Argentina frente la Teoría de la Catástrofe – Agustín Etchebarne
Governo aumenta projeção para o crescimento do PIB em 2021 – Oeste
España podría crecer un 50% menos de lo que calcula el Gobierno – Libre Mercado
España: La deuda pública se dispara hasta el 125,3% del PIB – El Economista
Biden Proposes Billions for Cybersecurity After Wave of Attacks – Bloomberg
Why the Sudden CDC Flip on C-19 Restrictions? – Jeffrey Tucker
So Much Stimulus Money Ends Up In Hands of the Stimulated – John Stossel
Market Signals Reject the Inflation Alarmism – Joseph Calhoun
Just Discovering Inflation? You Likely Don’t Know What It Is – John Tamny
Monetary Inflation’s Game of Hide-and-Seek – Richard M. Ebeling
Bottlenecks causing inflation won’t go away anytime soon – El-Erian
Will 2020 Prove to Be Beginning of End of Modernity? – Donald Boudreaux
Michael Burry of ‘The Big Short’ reveals a $530 million bet against Tesla – CNBC
Michael Burry revela su ‘gran apuesta’ bajista contra Tesla – El Economista
Burry vs Musk: ¿podrá repetirse el Big Short con Tesla? – Cotizalia
Elon Musk Loses World’s Second-Richest Ranking as Tesla Dips – Bloomberg
Fund Managers Say ‘Long Bitcoin’ Is the Most Crowded Trade in the World – Bloomberg
U.S. Tech Stocks Rise With Reopenings in Focus – Bloomberg
Futures, Global Stocks Rise As Dollar Rout Accelerates – Zero Hedge
How Google’s $150 billion advertising business works – CNBC
Buffett dumps bulk of his remaining Wells Fargo shares – Financial Times
Warren Buffett’s Berkshire Hathaway Takes Big Stake in Aon – Barron’s
Walmart Raises Full-Year Guidance as Earnings Beat Expectations – Barron’s
Macy’s Reports a Surprise Profit. It Doubled Its Forecast for Earnings – Barron’s
Home Depot Smashed Earnings Estimates as People Still Spend on Homes – Barron’s

Wealth Management

Weekly View: Bitcoin gets bitten – César Pérez Ruiz, Pictet WM
Diego Parrilla: Crypto in the Crosshairs? – Bennington
Investors Won’t Buy the “Transitory” Inflation Line – Daniel Lacalle
Carta Trea European Equities – Semiconductores – Trea Asset Management
La renta variable seguirá valiendo la pena a pesar de la inflación – Jeremy Siegel
The Anti-Bubble: Opportunities in Energy & Natural Resources – Goehring & Rozencwajg 
How Every Asset Class, Currency, and S&P 500 Sector Performed in 2020 – Visual Capitalist