Viernes, 30 de enero de 2026

Economía Internacional

La ventana de oportunidad global que Bolivia ignora – Macro Alertness
Kast y Paz proyectan una nueva agenda con gabinete binacional Bolivia-Chile – El Deber
Argentina: La deuda se desploma; ya es más baja que la de Brasil – El Economista
Panama court kicks Hong Kong’s CK Hutchison out of canal ports – FT
Panamá arrebata el control de los puertos del Canal a China – El Economista
Patagonia wildfires stir criticism over Milei austerity cuts – Reuters
Colombian court pauses Petro’s economic emergency measures – Reuters
EEUU levanta algunas sanciones a Venezuela para facilitar la venta de petróleo – Reuters
EEUU abre el grifo del petróleo venezolano y autoriza a Repsol – El Economista
Chevron pledges tight rein on Venezuela spending as US pushes oil majors to invest – FT
Chevron beats Q4 profit estimate, eyes Venezuela investment opportunities – Reuters
A Warsh Pick Changes Game Now, Not Late – Bloomberg
El dólar no está muriendo, está degradándose – Marc Vidal
Trump nominates Warsh to succeed Powell at Fed – Yahoo Finance
Trump nominates Kevin Warsh as Federal Reserve chair – Financial Times
Trump nominates Kevin Warsh for Federal Reserve chair to succeed Powell – CNBC
Kevin Warsh, the Fed chair nominee forged by the 2008 financial crisis – FT
Trump fires off new tariff salvos at Canada, Mexico – Yahoo Finance
Movement in dollar is start of a secular change from structural overvaluation – Knapp
Gold, silver tumble as wild swings rock metals markets – Bloomberg
Gold and silver prices plunge as rally goes into reverse – Financial Times
Dollar pares gains, Treasury curve steepens on Warsh nod – Bloomberg
Stock futures brighten after Trump reveals Fed pick – Yahoo Finance
Gold Price Dives. Why Its Rally Has Halted Sharply – Barron’s
A Tax Cut for ‘Working Families’ Does Nothing For Growth – John Tamny
Why Progress, For All Its Benefits, Is Never Inevitable – Samuel Gregg
Canada’s economic growth stalled in November – Reuters
Canada Economy on Track to Shrink 0.5% in Fourth Quarter – Bloomberg
Japan: The future Is Now – Scott Sumner
The Creative Destruction Of Artificial Intelligence – Kevin Frazier
Euro zone economy ends 2025 with solid growth despite low exports – Reuters
Eurozone economy unexpectedly grows by 0.3% in fourth quarter – FT
España: El déficit público baja al 1,08% del PIB – El Economista
Alemania prepara la rampa de despegue para 2026 – El Economista
Microsoft tumbled 10% in a day and isn’t recovering premarket – CNBC
Apple sales surge 16% on ‘staggering’ iPhone demand – CNBC

Wealth Management

Get Out of the US – Jared Dillian
Software Stocks Are In A Bear Market – Bespoke
Why The Yield Curve Is Steepening – Torsten Slok
Market Risks Worth Watching in 2026 – Ken Fisher
Is Diversification Finally Working Again? – Ben Carlson
How Does Geopolitical Risk Affect Returns? – Joe Wiggins
What Will Stop The Metals Bull Market? – Louis-Vincent Gave
10 Blue-Chip Stocks to Buy for the Long Term – Margaret Giles
Golden Ratio, When To Buy REITs, AI, PE Oh My – Alpha in Academia
Por qué vigilar el impacto del adelanto electoral de Japón – Funds Society

Portada Auge y Decadencia de Bolivia

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


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