DERROTANDO A LA INFLACIÓN Cuando un Banco Central quiebra la solución más sencilla consta en una disparada del nivel de precios tal que se licúe el pasivo y restituir así el patrimonio ajustando a todo el sector privado. Por ende, la inflación viene dada por la pendiente de la

5⃣0⃣ EMPRESAS interesantes para revisar a fecha de hoy por los siguientes motivos: ✅Cotizan a una valoración PER y EV/EBITDA barata respecto a su crecimiento de beneficios histórico ✅Han rendido en bolsa mínimo un 15% anual , qué es lo que yo mínimo que yo le pido a cualquier

¿Recuerdas cuando te uniste a X? ¡Yo sí! #MiAniversarioDeX

Viva la libertà! 🇮🇹🇦🇷 Javier Milei

Que grande #Meloni. Siete años de cárcel para los #okupas, lo contrario que el gobierno de España que les ayuda.

Charlie Munger: “You don't want to be such an absolute purist for free trade. I'm almost a purist, but not quite. But I wouldn't want the entire steel industry of the United States to move offshore.”

Argentina could have broken with the past when it devalued in Dec. '23. That was its golden opportunity to do a free float, but instead it re-pegged the Peso, which then rose massively in real terms (red) due to high inflation. Now - once again - the Peso is massively overvalued.

Argentina can't help itself. After every devaluation - like Dec. '23 - it repegs to USD. That just sows the seeds for the next devaluation and Milei also fell into this trap. The Peso has fallen sharply (lhs), but it's still at least 20% overvalued (rhs). robinjbrooks.substack.com/p/how-overvalu…

Era con él, no contra él.

Warren Buffett: "We've got all the money we need. We'd like to make more money, but we've got all the money we need. [But] we don't have an ounce of reputation beyond what we need — and we can't afford to lose it." "We never will trade reputation away for money."

This is such an interesting point that Powell made yesterday that people missed. He said that "the tariffs are mostly being paid by the companies that sit between the exporter and the consumer... All of those companies and entities in the middle will tell you that they have every

Yo banco a totocaputo y todo su equipo Si estás de acuerdo dale retweet Fuerza libertarios, esto recién empieza💪💪🇦🇷

*ARGENTINA CENTRAL BANK SOLD AS MUCH AS $700 MILLION FRIDAY

The bold US intervention in Argentine financial markets means that there will be even more interest in Sunday’s legislative elections there. As illustrated in these two Bloomberg charts (below), the combination of direct US purchases and the promise of additional funding for

1. Stocks: all-time high 2. Home Prices: all-time high 3. Bitcoin: all-time high 4. Gold: all-time high 5. Money Supply: all-time high 6. National Debt: all-time high 7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target" 8. Fed: cutting rates again next week

Argentina's YoY Inflation Rate... Apr '24: 292% May '24: 276% Jun '24: 272% Jul '24: 266% Aug '24: 237% Sep '24: 209% Oct '24: 193% Nov '24: 166% Dec '24: 118% Jan 25: 85% Feb 25: 67% Mar 25: 56% Apr 25: 47% May 25: 44% Jun 25: 39% Jul 25: 37% Aug 25: 34% Sep 25: 32% Afuera!

US companies announced the most job cuts for any October in more than two decades. "This comes as AI adoption, softening consumer and corporate spending, and rising costs drive belt-tightening and hiring freezes:” Challenger, Gray & Christmas bloomberg.com/news/articles/…

The S&P 500 ends the year up 17.9%, exceeding nearly all expectations for the 3rd straight year (note: including dividends). $SPX bilello.blog/newsletter