Macro Alertness
@MacroAlertness
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Newsletter semanal de @riosmauricio sobre economía internacional y wealth management.
Bolivia
Joined April 2016
Auge y Decadencia de Bolivia (2003 - 2023): Ciclo Austríaco, Value Investing y Dolarización (Spanish Edition): Ríos García, Mauricio.
amazon.com
Auge y Decadencia de Bolivia (2003 - 2023): Ciclo Austríaco, Value Investing y Dolarización (Spanish Edition)
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Why is oil priced in dollars?
investing.com
Dollar’s dominance in oil markets faces structural test as Gulf trade shifts
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Jeffrey Gundlach: Powell’s ‘We Don’t Know’ Signals Rising Fed Uncertainty
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Oaktree's Howard Marks on Unpredictablility, Importance and Investing in AI
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Un fondo que convierte la volatilidad en su mejor amiga
riosmauricio.com
Aunque el mercado se empeñe en hacértelo creer, la volatilidad no es enemiga del inversor paciente. Es que hay algo casi teatral —a la vez que perfectamente humano— en la forma en que el rebaño...
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Oaktree's Howard Marks says investors are probably better off buying stock in AI-focused companies rather than lending them money. “If you’re taking fundamental business model risk, shouldn’t you get paid for it by being an owner rather than a fixed-income investor?”
bloomberg.com
Artificial intelligence is making the world more unpredictable than ever before, according to Oaktree Capital Management co-founder Howard Marks.
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"The US economy now requires significantly less energy per unit of GDP than in earlier decades, reflecting efficiency gains and a shift away from manufacturing toward services (chart). As a result, oil price spikes are less inflationary and do less damage to real economic
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Wall Street is selling gold and silver to retail investors: Since Q2 2025, retail investors have bought +$70 billion in gold ETFs. These purchases have more than TRIPLED over the last 6 months. Over the same period, institutional investors have sold -$1 billion with outflows
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Mohamed El-Erian tells Business Insider why he's raised his US recession odds from 25% to 35%.
businessinsider.com
El-Erian told Business Insider he worries about an "accident" in markets that could tighten financial conditions and stress the economy.
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Peter Lynch: "People are very careful — they spend hours to get $50 off an airplane flight. They look at everything. And [then] they'll put $10,000 in some crazy stock they heard about on the bus."
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The Fed has to look through the spike in oil prices, says Wharton's Jeremy Siegel
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Oil spike may trim global GDP by 0.3%, push inflation higher: Goldman
investing.com
Oil spike may trim global GDP by 0.3%, push inflation higher: Goldman
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For investors, it’s bad news all over thanks to the US-Israel war with Iran. Throw in the growing private credit crisis, and you might just have a recipe for some very dark economic times.
bloomberg.com
For investors, it’s bad news all over thanks to the war and private credit.
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Si Bolivia deja pasar el carry trade, rota al value
riosmauricio.com
Estimado inversor: Hay que observar con cautela el panorama internacional que se configura en estos primeros meses de 2026. El dólar estadounidense, ancla histórica de la estabilidad financiera...
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La presión inminente sobre las reservas en dólares del Banco Central de Bolivia
riosmauricio.com
En estos días de marzo de 2026, mientras el dólar paralelo en Bolivia comienza a escalar de nuevo, no podemos ignorar la posible tormenta que se avecina sobre las reservas internacionales netas del...
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¿Reformas para la banca en Bolivia, o cómoda inercia?
riosmauricio.com
Estimado inversor: Han pasado 111 días desde que Rodrigo Paz asumió la presidencia de Bolivia, prometiendo una estabilización audaz contra el legado masista que dejó al país al borde del abismo...
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