Jueves, 14 de octubre de 2021

Economía Internacional

Bolivia: Balance económico 3Q 2021, con Óscar Ortiz – Mauricio Ríos García
Bolivia: Gobierno no anulará proyecto de ley antilegitimación – El Diario
Chile’s Back-to-Back Key Rate Shocks Hasten End to Stimulus – Bloomberg
Chile: Hegemonía comunista – Luis Larraín
Brasil: Bolsonaro insiste en que quiere privatizar Petrobras – América Economía
Argentina congela precios de alimentos ante incremento de inflación – América Economía
El colapso de los tigres europeos: Estonia, Letonia y Lituania – Value School
II Foro sobre la Economía Global – Fundación Rafael del Pino
Federal Mandate Creates Cultural, Econ. Havoc – Jeffrey Tucker
Cathie Wood’s ARK Will Give Its Name to a New ETF for Bitcoin Futures – Barron’s
Russia’s Putin says crypto has ‘value’ — but maybe not for trading oil – CNBC
Goldman Sachs says oil prices could be higher for much longer – CNBC
Large Crude Build Pours Cold Water On Oil Price Rally – OilPrice
WTI Slides After Biggest Crude Build Since March – Zero Hedge
U.S. banks beat profit estimates on economic rebound – Investing
Bank of America Tops Earnings Estimates – Barron’s
Morgan Stanley’s Earnings Beat Expectations – Barron’s
Wells Fargo Profit Jumps – Barron’s
Citigroup Earnings Top Estimates – Barron’s
El oro intenta resurgir aprovechando la alta inflación – El Economista
This is a Long Term Bullish Pattern for Gold – GoldCore
El bitcoin todavía tiene margen de subida, pero antes podría corregir – El Economista
High Inflation Is Here To Stay – Bruce Yandle, Reason
Inflation returns to 13-year high, stocks overdue for ‘fairly significant drawdown’ – Ted Oakley

Wealth Management

Horizon Preference – Jared Dillian
Ofensiva de EDM para crecer tras la compra de Mutua – Cotizalia
Diego Parrilla & Keith McCullough – Hedgeye Investing Summit Fall 2021
Danger Ahead: Why We Are Heading Toward Double-Digit Inflation – Mark Skousen
Why a Bear Market in Bonds Points to a Weakening Economy – Frank Shostak
Systemic Risk Is Greater Than Ever – James G. Rickards
Steven Pinker: Rationality Has Made Us Richer, Kinder, and More Free  – Nick Gillespie

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Mauricio Ríos García