Absolutely hilarious and brilliant interview of Julian Brigden at the The Macro Trading Floor by Alf. If you love a good rant, go check it out. open.spotify.com/episode/3Tv0Gw…

US containerized imports still at really high levels. Who's expecting a massive drop in freight rates in the immediate future? J Mintzmyer freightwaves.com/news/us-contai… $DAC $GSL $ZIM $CMRE

"Importantly, though, recessions are not like pornography: you do not know one when you see one — or are in one, rather", Robert Armstrong ft.com/content/a84158… Thank you, good sir, for your wisdom😂

Daily reminder: Not all growth stocks are unicorns. bloomberg.com/opinion/articl… via Bloomberg Opinion

1/ DeFi vs CeFi: ⚔️ Una de las consecuencias que trae lo ocurrido en los últimos meses en el ecosistema Cripto (Celsius, Voyager, FTX, Blockfi..) desde un punto de vista regulatorio, es una (próxima) mayor presión regulatoria enfocada en los VASPs y sus actividades reservadas:

OIL MARKET: China's refineries processed the most crude on record last month (64.7 million metric tons, or ~15.3m b/d). Gasoline and jet-fuel consumption is soaring in China, despite so-so economic growth | #OOTT #China

CMA-CGM reports on the EU Emissions Trading System: cma-cgm.com/news/4463/prep… Estimated impact in graph below. Is this priced in in shipping stocks? J Mintzmyer Climent Molins

Sep Employment Report comes hotter than expected #NFP 336K vs 170K consensus vs 227K prior #UR 3.8% vs 3.7% consensus vs 3.8% prior #AHE 0.2% vs 0.3% consensus vs 0.2% prior #employment What does that mean for the #Fed?

Analizamos las dinámicas inflacionarias y su impacto en mercados financieros: youtube.com/watch?v=pGw8Ck…

¿Está tu cartera preparada para las próximas elecciones? youtube.com/watch?v=Wn-1aP… Analizamos su impacto en los mercados financieros. #gestiondecartera #inversiones #elecciones

Buenas tardes Arturo Pérez-Reverte, Veo que en la RAE figura la palabra "imbatible", pero no su antónimo "batible". La apuntamos a la lista de inclusión de 2026?