Jueves, 20 de noviembre de 2025

Economía Internacional

Bolivia: Gobierno pide a panificadores una semana para definir subvención del pan – Erbol
Bolivia: Crece opinión para eliminar todo subsidio y evitar corrupción – El Diario
Milei Defies Investor Calls to Build Up Argentina’s FX Reserves – Bloomberg
Chile: Economía se contrajo en tercer trimestre por actividad minera – Bloomberg
Colombia Backs Idea of Maduro Leaving Power, Avoiding Jail – Bloomberg
Ecuador: revés de Noboa en referendo agrava riesgos, pese a apoyo de FMI – Fitch
Stock futures pop after Nvidia earnings, jobs – Yahoo Finance
US job growth beats expectations in September – Reuters
Donald Trump signs bill to release Jeffrey Epstein files – FT
Fed’s Hammack warns more rate cuts court financial stability risks – Reuters
La Fed enfría el recorte de tipos y retomará la compra de bonos – EE
Bitcoin’s Failure to Rally on Tech Boom Is a Big Worry – Barron’s
Global Stocks Rally as Nvidia Revives AI Optimism – Bloomberg
Global tech stocks rally after Nvidia earnings bolster AI bulls – FT
Nvidia shrugs off ‘AI bubble’ anxiety with bumper chip demand – FT
Nvidia Surges as Earnings Hush AI Bubble Talk – Barron’s
Innovation, Not Elimination, Will Solve Climate Woes – Bjorn Lomborg
When Energy Is Done Right, Rising Tide Lifts Us All – Gary Abernathy
Biden’s Green Energy Fiasco Is Jacking Up Your Power Bill – Chuck DeVore
With TXSE, Wall Street Gets Competition – Peter Earle
French premier expected to fail early budget test – Financial Times
Bundesbank anticipa un repunte del PIB alemán el cuarto trimestre – EE

Wealth Management

How Worried Should The Bulls Be? – Ryan Detrick
A Roundup of Recent Bubble Research – James Picerno
Gold owners: stop paying and start earning – Monetary Metals
50-Year Mortgages: The Ripoff of the Century – Douglas French
The Crypto Bear Market Makes Perfect Sense – Howard Lindzon
Asset Location: A Tax-Aware Investment Strategy – Abhijay Gupta
What All My Worst Investments Had In Common – Nick Maggiulli
Gold’s Bull Market Will Have Another Big Leg Up – Christoph Gisiger
Finding Large Opportunity in Midcaps – Stephanie Lo & Erich Shigley
Paramés se repliega en Técnicas Reunidas tras el rally bursátil – El Economista
When Good Money Comes Back, Homes Will Be Affordable – Brian Domitrovic
Fed’s Mixed Signals From Minutes Raise Doubts About Rate Cuts – James Picerno

Portada Auge y Decadencia de Bolivia

Auge y Decadencia de Bolivia (2003 - 2023):
Ciclo Austríaco, Value Investing y Dolarización


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