Letter from Warren Buffett in 2023 to Berkshire Hathaway shareholders
Recently, the renowned investor and Berkshire Hathaway Chairman, Warren Buffett, shared his annual 2023 letter with the company’s shareholders. Similar to previous years, the letter places less emphasis on ‘news’ and more on providing valuable reminders to investors on successful investment strategies, articulated in Buffett’s distinctive style. Buffett on investing: “Although the stock market is considerably […]
Week from the 20th to the 23rd of February
En Estados Unidos, la nómina no agrícola se incrementó en 253k empleos, rebasando la expectativa de 185k; mientras la tasa de desempleo bajó a un nuevo mínimo de 3.4%.
The AI boom and its potential benefit in a variety of activities
With the launch of ChatGPT a little over a year ago, as well as other artificial intelligence (AI) tools, the exponential growth of these new technologies continues to arouse particular interest due to their contribution to generate important advances in productivity, benefiting various industries, reducing costs and generating efficiencies for both companies and consumers. In […]
Week from the 12th to the 16th of February
En Estados Unidos, la nómina no agrícola se incrementó en 253k empleos, rebasando la expectativa de 185k; mientras la tasa de desempleo bajó a un nuevo mínimo de 3.4%.
Inflation accelerates more than expected in January
The Consumer Price Index (CPI) for January recorded an acceleration of 0.3%, surpassing expectations of 0.2%. This elevated the annual inflation rate to 3.1%, compared to the estimated 2.9% and the 3.4% recorded in December. On the other hand, core CPI inflation, which excludes food and energy, increased by 0.4%, exceeding the forecast of 0.3% […]
Week from the 5th to the 10th of February
En Estados Unidos, la nómina no agrícola se incrementó en 253k empleos, rebasando la expectativa de 185k; mientras la tasa de desempleo bajó a un nuevo mínimo de 3.4%.
Catalysts on the Market’s Radar
January is now history, leaving a positive impact on the markets. The S&P 500 closed the month with a 1.6% increase, while the Nasdaq registered a 1% advance. The first month of the year is always full of discussions about how the remaining months might evolve. That said, certain key themes will be on almost […]
Week from the 29th of January to the 2nd of February
En Estados Unidos, la nómina no agrícola se incrementó en 253k empleos, rebasando la expectativa de 185k; mientras la tasa de desempleo bajó a un nuevo mínimo de 3.4%.
Holds rates, rules out rush to implement cutbacks
After December inflation accelerated to 3.4% annually, where shelter costs, which have a significant weight, continue to look at a very gradual pace; and after knowing the first revision of the 4Q23 GDP, which showed a robust annualized growth of 3. 3% (beating expectations of 2%), the Federal Reserve (FED) made the unanimous and widely […]
Elections in Taiwan and Their Geopolitical Implications
In recent days, Taiwan concluded its presidential election, with Vice President Lai Ching-Te emerging as the winner, securing another four years for the Democratic Progressive Party (DPP). Notably, this marks the first time in Taiwan’s electoral history that a ruling party has clinched a presidential election for a third term. Lai’s inauguration is scheduled for May 20th, […]
