Martes, 14 de junio de 2022

Economía Internacional

Chile: Constitución económica – Luis Larraín
Colombia aumentará su producción de petróleo y carbón – América Economía
Argentina: Gobierno políticamente acabado seguirá emitiendo – Roberto Cachanosky
El Salvador pierde cerca de $50 millones por volatilidad del Bitcoin – ElSalvador.com
El Salvador y Nicaragua trabajarán por seguridad alimentaria – América Economía
Indicador temor mercado crediticio de EEUU en máximos de 2020 – Bloomberg
Dólar se acerca a máximos de 20 años tras histórica caída de los bonos – Reuters
OPEP reitera previsión: demanda en 2022 superrará nivel pre-pandemia – Reuters
Oil Prices Spike As OPEC Reveals Production Loss For May – Julianne Geiger
Oro se estabiliza, apuestas por alzas de tasas presionan al lingote – Reuters
The Market Has a Problem. And It’s Called the Fed – Barron’s
Wall Street holds calls to ‘buy the dip’ as bear market hits – Yahoo Finance
Stocks steady after bear market slide as rate decision looms – Yahoo Finance
Wall Street contemplates a shock rates decision – Yahoo Finance
Stocks Rise After Selloff While Bond Yields Drop – Bloomberg
S&P 500 confirms bear market as recession worry grows – Reuters
Nasdaq Bulls See Glimmer of Hope in Aggressive Fed – Bloomberg
Stocks Rise After S&P 500 Enters Bear Market – The Wall Street Journal
Bond Slide Deepens, With No End in Sight – The Wall Street Journal
What is a bear market? S&P 500 slides more than 20% from peak – MarketWatch
Wall Street’s Latest Bear Market May Be Here to Stay for a While – Bloomberg
More Foreign Workers May Be Best Way to Protect ‘U.S. Jobs’ – John Tamny
Contra President Biden, Vladimir Putin Didn’t Cause the Inflation – Peter Earle
¿Está EEUU en recesión? No, pero estadounidenses creen que sí – Tyler Cowen
La recesión ha comenzado en Estados Unidos – Hugo Ferrer
Why Biden’s Deficit Cutting Claim Is False In One Chart – Eric Boehm
Los precios al productor en EEUU suben fuertemente en mayo – Reuters
Slowing Money-Supply Growth in 2022 Points to Recession – Ryan McMaken
Paul Krugman and the “Ersatz” Theory of Private Currencies – George Selgin
On the Matter of Energy, Biden Is Dangerously Clueless – Steve Forbes
Fed’s Job Creation Influence Isn’t What You Think – Market Minder
The Inverted Yield Curve and Recession – Robert P. Murphy
We Still Need Milton Friedman – Alexander William Salter 
No, Putin Didn’t Cause Inflation – Peter C. Earle 
Inflation, Inflation, Inflation – Charlie Bilello
Stagflation Fears Surge and ‘Sentiment Is Dire’ in BofA Survey – Bloomberg
Bitcoin Turns Lower Again as Celsius Weighs on Sentiment – Bloomberg
Global Stock Rout Prompts Call for Back-to-Basics Investing – Bloomberg
ARKK tests pandemic low amid market sell-off – Yahoo Finance
Bitcoin nears MicroStrategy ‘margin call’ price – Reuters
Crypto exchange Coinbase to cut almost a fifth of its staff – Financial Times
Mercado de criptos pierde 2/3 de valor desde máximos de noviembre – EI
Crypto Market Sinks Below $1 Trillion After Latest DeFi Blowup – Bloomberg
MicroStrategy’s Losses on Its Bitcoin Bet Near $1 Billion – Bloomberg
Tesla, MicroStrategy, Ark ETF Need to Capitulate Before Stocks Bottom – Bloomberg
The Bear Market Is Officially Here. What Comes Next, According to History – Barron’s

Wealth Management

Things Taken Too Far – Morgan Housel
The Proven Factors of Investing – Cole Smead
Trampas mentales: el exceso de confianza – Valerio Baselli
How Long Does the Average Bear Market Last? – TheStreet
La venta pánico ¿la aprovecharán los traders? – Enrique Roca
Wells Fargo unveils its recession stock portfolio – Seeking Alpha
The Fed’s Biggest Rate Hike in 28 Years Could Be Coming – Barron’s
Why Cool Head About Inflation Will Serve You Well – Market Minder
Where to Start If In Your 40s w/No Retirement Savings – Maurie Backman
Cómo Buffett y Paramés pueden calmar tus nervios en el mercado – Ken Fisher
¿Baten los fondos activos a los pasivos cuando cae el mercado? – Fernando Luque
What Bear Market? Stock Earnings Forecasts Have Remained Healthy – Sandy Ward
Piepenburg: Backfiring Sanctions, Tanking Cryptos and Loyal Gold – Egon von Greyerz
Es un momento fantástico para construir o recomponer carteras – José Miguel Maté, Tressis