Dosis Semanal

Reportes

agosto de 2026

28 de agosto de 2026 · 4 min

Treasury Buybacks: ¿Controlando la Curva sin Decirlo?

Treasury Buybacks and Yield Curve Control: ¿Una nueva forma de influir en las tasas?

21 de agosto de 2026 · 3 min

Capacidad de Cómputo "Un Nuevo Commodity para el Mercado Financiero"

🤖 La IA está creando un Nuevo Commodity: Capacidad de Cómputo 💻

14 de agosto de 2026 · 3 min

Colapso del mercado de Corea del Sur: Los Circuit Breakers

🇰🇷 Colapso del mercado de Corea del Sur: Los Circuit Breakers 🛑

7 de agosto de 2026 · 4 min

ALERTA: ¿Colapso del mercado inmobiliario de Florida?

⚠ ALERTA: ¿Colapso del mercado inmobiliario de Florida? (?) 📉

julio de 2026

31 de julio de 2026 · 4 min

Why Being Responsible Is Stupid: The Most Famous Bailout in United States

Taxpayers Savings Corporate America But Get Squeezed Later

24 de julio de 2026 · 3 min

Beyond Tuition: The Financial Empire of University Endowments

Inside University Endowments: How Elite Institutions Build Billion-Dollar Portfolios

17 de julio de 2026 · 5 min

Real Estate vs. Stock Market: The Question Most Investors Get Wrong

Real State Vs Stock Market: Who's The Winner?

11 de julio de 2026 · 4 min

The Power of Compounding: Building Wealth Over Decades

The Power of Compounding: A Certified Method?

3 de julio de 2026 · 4 min

The Rise in Bond Yields: A Signal of Future Inflation?

📉 The Rise of Yield, A Signal for Future Inflation?

junio de 2026

26 de junio de 2026 · 3 min

HALO (The New Wall Street Acronym) An Industry that AI can't replace

🚚 HALO - Heavy Assets Low Obsolesces 🏗

19 de junio de 2026 · 5 min

Two Realities: Magnificent 7 Vs S&P 493 (K Shaped Economy)

📉 Two Realities: Magnificent 7 Vs S&P 493 📈

13 de junio de 2026 · 4 min

The Harsh Reality of the U.S. Debt - The Genius Act

🪙 The Harsh Reality of the U.S. Debt - The Genius Act⚖

6 de junio de 2026 · 7 min

Timing the Market or Time in the Market: What Actually Wins?

📉 Timing the Market or Time in the Market💸

mayo de 2026

29 de mayo de 2026 · 4 min

The Price of Eggs: Understanding Cyclical Companies

Egg Prices, Bird Flu & Market Cycles

24 de mayo de 2026 · 4 min

The Government: Your Best Business Partner (?)

Strategic Industries or Strategic Control?

16 de mayo de 2026 · 4 min

The Smart Way to Protect Your Money: CPI & PPI Surge Beyond Expectations

Savings Accounts ❌ - Treasury Securities ✅

9 de mayo de 2026 · 4 min

The Meme Stock King Is Back: GameStop's $55 Billion eBay Fantasy

The MEME Stock King Is Back: GameStop's New Acquisition

3 de mayo de 2026 · 4 min

When Markets Become the Economy: What Could Go Wrong?

252% →The Number That Could Break the Economy

abril de 2026

25 de abril de 2026 · 5 min

Coachella: A Festival Where Gen Z Goes Broke While BNPL Thrives

Coachella: A Festival That Can Cause You a Lot

17 de abril de 2026 · 5 min

The Geography of AI Infrastructure: Why Big Tech Is Betting on America's Poorest States

Cheap Resources, Expensive Infrastructure: The Reality of the Data Center Boom

11 de abril de 2026 · 13 min

Decline in the Dollar Purchase Power (M2 Increase) & The Reality of a Systematic Risk

🛑 Nothing Stop This Train 🚅

3 de abril de 2026 · 11 min

Lack of Diversification (Pure Play Companies) & AI Meets Big Pharma (Eli Lilly's Bet)

🔒 Lack of Diversification 🪙

marzo de 2026

27 de marzo de 2026 · 12 min

Abuse of Power (SpaceX IPO) & From Traditional Banking to Crypto (Mastercard)

⚖ Abuse of Power - SpaceX IPO 🚀

20 de marzo de 2026 · 10 min

The Most Valuable Asset (Data) & A Partnership for Survival (Nvidia - Adobe)

The Most Valuable Asset 🪙 (Data)

13 de marzo de 2026 · 12 min

A Recipe for a Disaster (Stagflation) & The AI Savior!? (Oracle)

A Recipe for a Disaster 😵‍💫📈 Stagflation 📉

6 de marzo de 2026 · 12 min

Another Strike in 2026!? Iran & Jack Dorsey's Decision (Block)

Another Strike in 2026 ⁉

febrero de 2026

27 de febrero de 2026 · 11 min

No One Is Safe (Private Credit) & Anthropic, The Killer of Software Companies

⚠ The Consequences of Private Credit 📉

21 de febrero de 2026 · 12 min

The Rise of Neobanks & More Energy Demand

🏦 The Rise of Neobanks 🏦

15 de febrero de 2026 · 9 min

CPI (?) and Jobs Revisions & The Renaissance of Emerging Markets

✅Reality Check - CPI 📈 (?) and Jobs Revisions 📉

6 de febrero de 2026 · 8 min

AI Agents vs. Software Companies & Information > Money

🤖AI Agents vs. Software Companies 💻: A Market Disruption 📉

enero de 2026

30 de enero de 2026 · 9 min

Risk in Spain's Banking System & The Next Target for Large Institutions (Argentina)

📚A Lesson Not Learned ❓ The Rising Risk in Spain's Banking System 🇪🇸

23 de enero de 2026 · 11 min

Taco Trade, Again!? & Germany's New Industry

🌐 Davos 2026 - TACO TRADE 🌮

16 de enero de 2026 · 11 min

Understanding Trump's Latest Move & Research Over Noise - Venezuela

🤔 Reading Between the Lines - Understanding Trump's Latest Move 📊

9 de enero de 2026 · 12 min

Our Thesis on Venezuela - A Real Investment Opportunity?

This Weekly Dose Report presents my thesis on Venezuela (grounded in Data, History, and Macro Fundamentals.

3 de enero de 2026 · 10 min

Expectations for the U.S. Economy in 2026

My Expectations for the U.S. Economy in 2026

diciembre de 2025

26 de diciembre de 2025 · 7 min

The Power of Valuation & PolyMarket's News Prediction

🧑‍💻 Adobe Vs Costco 🥘 (The Power of Valuation)

19 de diciembre de 2025 · 8 min

The Power of Boring Companies & A Brighter Investment Picture (Chile)

🗑️Trash = Money 💰 — The Power of Boring Companies 📈

12 de diciembre de 2025 · 9 min

New Habits & Drama, Money and Influence: Paramount

❌New Generations 🍺- ✅ New Habits ☕

6 de diciembre de 2025 · 8 min

The Invisible Giant & A New Hollywood Titan

🚚 The Invisible Giant 🏢 — Amazon & the Magic of Diversification 🖇

noviembre de 2025

28 de noviembre de 2025 · 8 min

Black Friday Is Here!! & The New Gold of the Future?

‼Black Friday Is Here‼️ Come with Us & Get a $75,000 Discount ❤️‍🔥🏠️

21 de noviembre de 2025 · 7 min

Price Vs Valuation, Chile's Presidential Election & Private Credit Risk

💲 Price Vs Valuation 📈 : Two Very Different Things (Netflix's Stock Split)

14 de noviembre de 2025 · 6 min

The Oracle of Omaha, The American Real Estate Market, Verizon's Party & Fake Alarm (Michael Burry)

💌 The Oracle of Omaha says Goodbye 💔