Economía Internacional
Javier Milei’s ‘Shock Therapy’ Is Working – Michael N. Peterson
Desde Argentina Macron descarta acuerdo UE-Mercosur “tal como está” – DW
Argentina: Mercado anticipa menor ritmo de devaluación; cae dólar futuro – Infobae
El impacto de Milei en la política económica europea – Juan Ramón Rallo
Chile, la peor posición en el Índice de Libertad Económica en 32 años – LyD
Bolivia: Interconexión de gas Brasil – Argentina tendrá 5 opciones – El Deber
Uruguay rechaza la nacionalización de las pensiones privadas – Marcos Falcone
Ecuador: Los racionamientos se reducen a ocho horas diarias – Forbes
Brasil estima crecimiento del PIB del 3,3% este año, 2,5% el próximo – Reuters
México, la zona cero de la guerra comercial de Trump – Bloomberg
Evolución del MSCI World y MSCI Emerging, la mayor diferencia anual – EE
Souring S&P 500 profit outlook a bad sign for stock market rally – Bloomberg
Nvidia earnings: What to watch with AI trade in balance – Yahoo Finance
The Tax Policy That Will Bring Prosperity To Your State – Steve Forbes
Amid Soaring Debt, Musk, Vivek & DOGE Have Lots to Do – Issues & Insights
How Crypto Became the Biggest Winner of Trump 2.0 – Alex Tapscott
A big Wall Street winner from Trump’s bitcoin bump: BlackRock – YF
We’re Already on Track for a $2 Trillion Deficit this Year – Ryan McMaken
Markets Will Have the Final Say On Trump Tariffs & Tax Cuts – Nicholas Sargen
The Odious Hypocrisy of “Global Warming” Activism – Heather MacDonald
It’s Time to Revitalize Alexander Hamilton’s Favorite Tool – Scott Bessent
The Relevance of the Natural Sciences Methods in Economics – Frank Shostak
Tesla stock jumps as Trump team backs self-driving cars – Bloomberg
The Great Trump Exhale – QTR’s Fringe Finance
Trump Treasury Cabinet Pick in Flux as Jockeying Slows Selection – Bloomberg
Trump expands search for Treasury secretary – Financial Times
Oil boss Chris Wright named as Donald Trump’s energy secretary – FT
Offshore oil is back. At what cost? – Financial Times
The outlook for gold — as the granddaddy of gold ETFs turns 20 – FT
Goldman Says ‘Go for Gold’ as Central Banks Buy, Fed Cuts in ‘25 – Bloomberg
Goldman Sachs insta a apostar por el oro y proyecta récord en 2025 – Bloomberg
Biden allows Ukraine to use U.S. arms to strike deep inside Russia – CNBC
Es prematuro tomar decisiones en función de Trump: Makhlouf, BCE – Reuters
España: La deuda pública baja al 104,4% del PIB en el tercer trimestre – AFP
Wealth Management
The Trump Inflation Problem – John Mauldin
Efficient Market Hypothesis vs. Roaring Kitty – Rob Arnott
The US Fiscal Situation and Financial Markets – Torsten Sløk
The Dollar Reaches Potential Inflection Point – Adam Turnquist
Stocks May Be “Melting Up,” But We Can’t Get Careless – Louis Navellier
Tener muy buenos resultados acumulando riesgos es fácil – Tomás Maraver
Bye-Bye, Apple! Here Are Warren Buffett’s Real Magnificent Seven Stocks – IBD
Te pago si compras esto: bonificaciones e inocencia financiera – Juan Gómez Bada
Howard Marks: The Secret to Achieving an Elite Investment Track Record – Acquirer’s Multiple