Miércoles, 19 de abril de 2023

Economía Internacional

Bolivia is on the brink of an economic crisis – The Economist
Bolivia está al borde de una crisis económica y su modelo está en quiebra – The Economist
Bolivia: Sistema financiero es sólido, crecen depósitos y préstamos: ASFI – P7
Bolivia: Nos quedamos sin plata hermanos, nos estamos prestando – Choquehuanca
Bolivia: YPFB dice que gasolina especial tiene 10% de etanol – El Deber
Bolivia: Caída de reservas y escasez de dólar ponen en “entredicho” el modelo – EFE
Argentina: La recesión le va a poner un techo a la inflación – Martín Redrado
Argentina: La tasa no sirve; ¿devaluación preelectoral? – Bloomberg
Argentina: Raro que el dólar libre no se haya desbordado antes – Roberto Cachanosky
Brasil: Producción industrial vuelve a caer en nuevo golpe a Lula – Bloomberg
Bukele Lures Wall Street Back to El Salvador as Bonds Rally – Bloomberg
Colombia: La economía ya siente paso lento del crecimiento – La República
Wall Street cae por resultados corporativos dispares y alza de bonos – Bloomberg
Stock futures slip as earnings flurry continues – Yahoo Finance
Why a smattering of notable cyclical stocks are hitting 52-week highs – Yahoo Finance
Money Supply is Falling Most Since Great Depression – DiMartino Booth
A Return To ZIRP When The Recession Hits? – Alf Peccatiello
We’d Be Lucky To Escape With Just A Recession – Peter Schiff
Netflix misses subscriber estimates – Yahoo Finance
Netflix delays account sharing crackdown after ‘cancel reaction’ – Financial Times
BofA emula a Wells Fargo y vende bonos tras publicar resultados
– Bloomberg
Morgan Stanley no convence pese a superar previsiones y cae en bolsa – Bolsamanía
Bitcoin Drops Below $30,000 Again on Interest Rate Fears
– Bloomberg
Pundits Are Looking at Deficits and the Debt Ceiling Backwards – John Tamny
Industrial Policy Surely Falls Victim To Knowledge Problem – Donald Boudreaux
Good News: The Return of American Immigration – Tyler Cowen
La inflación de la eurozona bajó al 6,9 % en marzo por la energía
– EFE
UK inflation rate surprises again with March figure holding above 10% – CNBC
The Pentagon leak: how a low-ranked 21-year-old accessed top US secrets – FT
Germany, Poland and others are pushing for new sanctions on Russia’s nuclear energy – CNBC
India’s population is on the brink of overtaking China’s, UN says – CNBC
India overtakes China as world’s most populous country – Financial Times

Wealth Management

Income Strategy 1Q 2023 Letter – Bill Miller
The Motivating Power of Dividend Investing – Kelly Green
Informe mensual Abril 2023 – Crèdit Andorrà Asset Management
Do Your Own Taxes While Your Financial Life Is Simple – Jared Dillian
Biden Tax Plan Would Be Very Harmful to Wall Street – Stephen Moore
Why Parents Should Not Pay Bills of Their Adult Children – Dave Ramsey
TDND: Ahora empieza de verdad el momento del ‘value’ – Beltrán Parages
Some of the Greatest Warren Buffett Quotes Of All Time – Brian O’Connell
Renta variable y renta fija: ¿ha regresado el tándem ganador? – Kevin Thozet
Want to Beat the Stock Market? Avoid the Cost of ‘Being Human’ – Jason Zweig
Informe trimestral de estrategia (2T 2023) – Crèdit Andorrà Asset Management
Why the Market Is Going Up When so Many Worries Could Drag It Back Down – Barron’s