Jueves, 26 de mayo de 2022

Economía Internacional

Bolivia: BCB dice que escasez de diésel no es por escasez de divisas – El Deber
Bolivia: Gobierno revela que Brasil se niega a renegociar nuevo precio del gas – El Deber
Bolivia: Subsidio a carburantes llegará a máximos de $4.268 MM – Página Siete
Argentina: “No hay plata para pagar el gas”: Secretario de Energía – Radar Energético
Venezuela: Precio del dólar oficial sube nuevamente y rompe barrera – Bloomberg
Brasil: El hambre crece en durante la pandemia – Bloomberg
¿Cómo explican las distintas escuelas económicas la inflación actual? – Juan Ramón Rallo
Colombia: Petro llevaría al país por la senda de la extrema izquierda – Mauricio Ríos García
Democrats’ Latest Phony Inflation Scapegoat: Credit Cards – Stephen Moore
Biden’s Credibility On the Economy Is Rapidly Melting – Andy Puzder
Fed Saw Aggressive Hikes Providing Flexibility Later This Year – Bloomberg
US Economy Contracted Even More Than Expected In Q1 – Zero Hedge
Democratic discontent brews with Federal Reserve – The Hill
Futures Rise as Traders Weigh Fed, China Outlook – Bloomberg
Two investment banks cut their China GDP forecasts even lower – CNBC
Russian Rate Cut Tops Most Forecasts and Halts Ruble’s Rally – Bloomberg
Russia slashes rates in effort to cool rouble’s rapid ascent – FInancial Times
Novak Sees Russia Oil Output Shrinking 8% – Irina Slav, OilPrice
Russia’s Economy Is Tanking—but the Ruble Is Soaring – Wall Street Journal
Baidu Sales Rise After AI Push Helps Offset China Slowdown – Bloomberg
Why dip buyers can’t get a break right now – Yahoo Finance
After selling down Tesla position, Cathie Wood buys the dip – Yahoo Finance
Jack Ma’s Ant Ekes Out Profit Rise as Fintech Overhaul Advances – Bloomberg
The Tech Rout Isn’t Just Cyclical—It’s Well-Earned, and Overdue – Bloomberg
Apple to keep iPhone production flat in 2022 – Bloomberg
Google hit by second UK antitrust probe into online ad dominance – CNBC
Musk must find more cash for Twitter deal after scrapping margin loan – FT
Twitter up 5% after Musk pledges $6.25bn of wealth for funding – Business Insider
Chipmaker Broadcom to buy software group VMware for $69bn – Financial Times
Citi recomienda comprar en baja acciones de Europa y emergentes – Bloomberg

Wealth Management

Bull Market Rhymes – Howard Marks
Every Bear Market is Different – Charlie Bilello
Los grandes inversores se meten a la cueva – Finect
Why is gold not higher? – Dan Wilton, First Mining Gold
Obvious Things That Easily Escape Attention – Morgan Housel
Oil And Gas Producer Flashes Buy Signal – Investor’s Business Daily
Michael Burry Says It’s a ‘Plane Crash.’ What He’s Buying – Eddie Pan
What A Recession Now Could Mean For Oil Prices Later – Ellen R. Wald 
¿Qué cabe esperar del sector tecnológico? – Nicholas Hancock, David Older
En el pánico, todo es riesgo. Un solo activo es refugio seguro – Arturo Rueda
The Fed can’t print goods and services like they can print dollars – Lawrence Lepard
Is This ‘Austrian’ Management Guru the Savior of Free-Market Capitalism? – Mark Skousen