Lunes, 23 de mayo de 2022

Economía Internacional

América Latina y el nuevo auge de commodities – Mauricio Ríos García
Bolivia: Señales del principio del fin – Antonio Saravia
Bolivia: Las grandes riquezas de litio todavía parecen un espejismo – Reuters
Argentina: “Increíblemente difícil” cumplir metas del FMI: Goldman – Bloomberg
Bolivia: Analistas preocupados por evolución de divisas de las RIN – El Deber
Colombia: Spread deuda puede disminuir incluso con Petro – Bloomberg
Chile Slides Toward Constitutional Suicide – Mary Anastasia O’Grady
Stocks rise, recovering from bear market brink – Yahoo Finance
Big Banks Lead Gains in Stocks; Treasuries Retreat – Bloomberg
El oro sube con fuerza por liquidación del dólar – Reuters
The Fed’s Latest Housing Bubble – Mark Thornton
A Hawkish Fed Is Faced With a Bear Market. It Won’t Back Down – Barron’s
As inflation rose, Americans felt great about their finances – Yahoo Finance
Rendimientos de bonos EEUU suben por menor aversión al riesgo – Reuters
Desplome de bonos extralargos destroza modelos de Wall Street – Bloomberg
Is the Economy Headed for a Soft Landing, Stagflation, or a Crash? – Barron’s
Stock Selloff to Intensify as Fresh 10% Plunge Looms – Bloomberg
Monkeypox Unearths the Usual Panic, Hysteria – Jordan Schachtel
Biden pledges to defend Taiwan militarily if China invades – Financial Times
How war in Ukraine convinced Germany to rebuild its army – Financial Times
El milagro económico de Portugal destroza todas las previsiones – El Economista
Euro Bulls Put $1.10 Back in Sight as Lagarde Talks Up Hikes – Bloomberg
For Clarity About the Fed’s Unimportance, Turn to Silicon Valley – John Tamny
Sentiment Swings Between Inflation and Recession – Marc Chandler
Is A Recession On The Way Or Has It Already Started? – Mike Shedlock
Existing Home Sales: Is the Market Tanking, Normalizing? – Richard Moody
Binance promoted terra as ‘safe’ investment before $40bn collapse – FT
Coinbase’s $51 Billion Nosedive Isn’t Only About Crypto Winter – Bloomberg
Bitcoin could fall to $8,000, a more than 70% plunge, Guggenheim’s Minerd – CNBC
Index funds officially overtake active managers – Yahoo Finance
Morgan Stanley Says Too Soon to Turn Bullish on Stocks – Bloomberg
JPMorgan recorta su previsión de crecimiento de China del 4,3% al 3,7% – Reuters
Goldman: Hedge Funds’ Rush to Dump Growth Stocks Wasn’t Fast Enough – Bloomberg
China tomará medidas enérgicas y específicas para apoyar la economía – Reuters

Wealth Management

¿Caerá Apple el 25%? II parte – Enrique Roca
Sin Apple no hay quien suba – Enrique Roca
El arte es una inversión a valorar – Tyler Cowen
El S&P entra en territorio bajista – Charles Castillo
What Should the Value of the S&P 500 Be? – Ironman
The Library of (Financial) Mistakes – Amanda Shendruk
Weekly Market Pulse: Inevitable? – Joseph Y. Calhoun III
Americans Have Lost $20 Trillion Since The Start Of 2022 – Zero Hedge
Ultimate Inflation Protection 10% Yield: Dorchester Minerals – Rida Morwa
¿Y si la bolsa cae sin parar y no se recupera en 10 años? – Fernando Luque
Don’t Let the Great Humiliator Scare You From Coming Rebound – Ken Fisher
Crisis and Opportunity—For Commodities SpeculatorsSaturday – Lobbo Tigre
¿En qué invertir si viene una crisisis económica? 5 fondos de inversión – Finect
Muchos inversores actúan en Bolsa con mucha menos prudencia que en el Casino – Daniel Lacalle