Viernes, 10 de diciembre de 2021

Economía Internacional

Bolivia: La ruina de la economía que ilustra el PGE 2022 – Mauricio Ríos García
Bolivia: Diputados aprueban PGE 2022 – El Deber
Bolivia: Al socialismo – Humberto Vacaflor Ganam
Bolivia: Importación de combustibles supera $1.100 MM a octubre – El Diario
Argentina: La insoportable levedad del Presidente – Manuel Adorni
Chile: FMI advierte sobre retiros de pensiones – América Economía
Brasil: Inflación en noviembre alcanza máximos de 2003: 10,74% – América Economía
Peru Lifts Key Rate to 2.5% as Economy Grows Most in Region – Bloomberg
Who Will Be Held Responsible for Lockdown Tragedy?  – Jeffrey Tucker
Build Back Better Will Make Things Worse – Veronique de Rugy
Rising Inventories Are a Bearish Indicator – Gary Shilling
Inflation rises to 6.8% in November, the biggest jump in 39 years – Seeking Alpha
The CPI Was as Bad as Expected. What It Means for Fed, Biden – Barron’s
U.S. inflation surged 6.8% in November to fastest rate since 1982 – CNBC
La inflación en EEUU se dispara al 6,8% su mayor ritmo desde 1982 – Cotizalia
La inflación se dispara en EEUU hasta el 6,8% y marca máximos desde 1982 – Bolsamanía
Rising Prices Are a Real Problem. Remember the 1970s and 1980s – Barron’s
Inflation surges to 39-year high as consumer prices soar ahead of holidays – Fox Business
US inflation hits fastest annual pace since 1982 – Financial Times
Inflation in November was the highest it’s been in nearly 40 years – Business Insider
Prices Climb At Fastest Pace Since 1982… But It Could Have Been Worse – Zero Hedge
Door to New Money Forms Has Long Been Pinned Wide Open – Jeff Snider
China Tries to Manage Global Message on Evergrande Collapse – Bloomberg
Ray Dalio says China is winning the economic race against the US – Business Insider
China: el mundo asiste al fin del boom inmobiliario por Evergrande – El Economista
Warren Buffett vs. Cathie Wood: BofA says the speculative froth bubble has popped – Seeking Alpha

Wealth Management

Ten Baggers – Jared Dillian
Que ómicron no nos haga perder el Norte – Víctor Alvargonzález
Is It Time to Buy the Dow’s 3 Worst Performing Stocks This Year? – Justin Pope
Why A Strong Dollar Will Not Slow The Commodity Rally – Andy Hecht 
Ark’s Cathie Wood: ‘Queen of the bull market’ faces her toughest test – Financial Times
Tightness in Grain Markets – Goehring & Rozencwajg