Jueves, 25 de mayo de 2023

Economía Internacional

Bolivia: YPFB acumula millonaria deuda con petroleras y cañeros – Página Siete
Bolivia: Falta de diésel traba zafra maderera y lluvias reducen demanda del agro – El Deber
Ecuador: Gobierno busca promover zonas francas con menos impuestos – Bloomberg
Colombia: El rol gremial en debates sobre reforma a la salud – La República
“La recesión más pronosticada de la historia” se hace esperar, pero llega – Mauricio Ríos García
Nasdaq rallies as Nvidia soars – Yahoo Finance
Debt-Ceiling Fear Sends Yields on At Risk T-Bills Above 7%
– Bloomberg
The Crucial Falsehoods Within the Present Debt-Limit Debate – James Wallner
What Wall Street is saying on Nvidia’s ‘guidance for the ages’ – Yahoo Finance
Wall Street Is Rethinking Its Gloomy Outlook for Stock Market
– Bloomberg
Nvidia Q1 earnings: AI powers beats on the top and bottom line
– Yahoo Finance
How DeSantis tarnishes his own economic record – Yahoo Finance
Why Intellectuals Disdain Al Czervik – Michael Munger
John Tamny’s Confusions – David Henderson
PIB de EEUU se revisa al alza e ingreso interno bruto se contrae
– Bloomberg
The Myth of American Inequality and Stagnation – Donald J. Boudreaux 
Germany Is Turning Against The EU’s Green New Deal – Zero Hedge
German economy enters recession as first-quarter GDP data is revised lower – CNBC
The Market Is Not The Economy: Germany Enters Recession With DAX At Record High – ZH
Alemania no evita la recesión a pesar de sobrellevar la guerra mejor de lo esperado – EFE
Why Econ Cost Was So Seriously Ignored Amid C-19 – Per Bylund
Bill Ackman Says Icahn ‘Somewhat’ Like Archegos as Stock Plunges Anew
– Bloomberg
Se intensifica la batalla entre EEUU y China por los semiconductores
– AFP
Commodities se hunden por debilidad de economía china
– Bloomberg

Wealth Management

Thinking in Probabilities – Jared Dillian
Wisely Constructed Indexes Are Crushing the Dow – Market Minder
A Cheaper Way to Bet on AI Than Investing in Nvidia – The Wasll Street Journal
Problemas de suministro, carestía… aseguremos el largo plazo – Ana Claver, Robeco
Las 10 mejores acciones value americanas para el largo plazo – Susan Dziubinski
Recession Coming By Second Half Of Year, Brace For Market Meltdown, Fiscal Crisis – Jesse Felder

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Mauricio Ríos García