Lunes, 19 de julio de 2021

Economía Internacional

Bolivia: Aumento de la demanda interna de gas obligará a bajar exportaciones – Los Tiempos
Bolivia: La aeronavegación no se reactivó ni en 50% – Los Tiempos
Chile: ¿Disminuye o se acentúa la incertidumbre? – Hernán Büchi
Chile: El peso es la moneda emergente de mejor rendimiento en el mundo – DF
Chile: Las trampas del programa económico de Gabriel Boric – Juan Ramón Rallo
México: Economía crece casi 15% interanual en junio – América Economía
Cuba sí es una tiranía – Juan Ramón Rallo
Cuba Demoted to “Not Real Socialism” – Art Carden 
Colombia tries to keep lid on unrest with milder tax reform plan – Financial Times
Lula keeps policies a mystery on Brazil comeback trail – Financial Times
What’s Behind The New OPEC Agreement? – Julianne Geiger 
The ECB’s New Inflation Plan Is Like the Old Plan. But Worse – Brendan Brown
The Market Is Expert at Pricing Individual Risk. Let It Work – Jeffrey Tucker
Richard Branson’s Trip to Space Calls For Taxing Rich Less – John Tamny
2021: The Half Year in Charts – Charlie Bilello
Dow drops 650 points on fears of a Covid rebound – CNBC
The Coronavirus Is Shaking Up the Stock Market Again – Barron’s
Fears over Delta variant shake global markets – Financial Times
Wall Street’s New Fear Is That the Economy Has Already Peaked – Bloomberg
Weekly Market Pulse: As Clear As Mud – Joseph Y. Calhoun III
Bill Ackman’s SPAC drops deal to buy 10% of Universal Music – CNBC
Ackman Abandons Universal Music SPAC Deal After SEC Backlash – Bloomberg
Bill Ackman Was Too Clever for His Own Good – Chris Bryant
Robinhood Is Going Public Next Week – Barron’s
Robinhood Targets $35 Billion Valuation In Upcoming IPO – Zero Hedge
Key Events This Week: ECB, Earnings, PMIs And Fed Blackout – Zero Hedge
Greyerz – Do Not Pay Any Attention To This Takedown – KWN
Some Very Big Surprises Are Unfolding Today And It Will All Benefit The Gold Market – KWN

Wealth Management

Los osos inician el ataque – Enrique Roca
¿Cómo invertir en materias primas? – Cobas AM
Gundlach says the dollar is ‘doomed’ over the long term – CNBC
Warren Buffett se prepara para la próxima crisis en bolsa – Alex Estebaranz
Comienza el desfile de informes trimestrales en Wall Street – Elizabeth Penagos
Lo que los inversores activos deberían aprender de la inversión pasiva – Hugo Ferrer
Informe trimestral de estrategia (3T 2021) – Crèdit Andorrà Asset Management
Comentario Trimestral Mercados Emergentes – Trea Asset Management
La renta variable asiática emergente: 10% de rentabilidad en 5 años – Pictet AM
July 2021 Newsletter: Record Household Equity Exposure – Lyn Alden
Hexavest Sold Apple, Microsoft Stock, Bought Pfizer and Merck – Barron’s
Worried about inflation? Here’s how investments did in the 1970s – Brett Arends
Mark Mobius on crypto, tech stocks, and the real way to beat inflation – Kitco News
Mark Mobius: These emerging markets sectors are set for explosive growth – Kitco News