MISION IMPOSIBLE: ALPHA DE LOS HIJOS @SesAlpha
Padre de familia. Inversor particular en busca de la cartera de “compounders” para la prole!!! Islas Joined December 2011-
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La locomotora alemana ya no podrá tirar de la economia de la UE. El turismo en España se puede resentir sí los precios no son competitivos.
This is eye-opening. Germans are not only more expensive than the Chinese, but also less productive and more often on sick leave. No wonder hardly a week passes in Germany without major insolvencies and layoffs. Germans must become less complacent, and start working hard again,
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El sector financiero se beneficia de los tipos de interés elevados pero el mercado ya anticipa un deterioro económico. Es momento de aumentar liquidez, venta de calls y compra de puts en las empresas más perjudicadas por los elevados yields.
Los inversores particulares que hemos sobreponderado tecnologicas, petroleo y salud podemos seguir a los indices. Tengo alguna pequeña empresa como $BFIT Basic Fit que en su cotización refleja el aumento de los costes de financiación
La próxima semana pueden volver a actuar los bond vigilantes. El efecto secundario pueden ser castigo a empresas que dependan excesivamente de la deuda. Un recuerdo histórico de estos justicieros 🧵 x.com/KobeissiLetter…
Key Events This Week: 1. September ISM Non-Manufacturing PMI data - Monday 2. September ISM Non-Manufacturing Prices data - Monday 3. US 10Y Note Auction - Wednesday 4. Fed Meeting Minutes - Wednesday 5. October MI Consumer Sentiment data - Friday 6. October MI Inflation
Hay justificaciones como visitas médicas o acompañar un familiar a urgencias que se aceptan como justificción para evitar la sanción pero haberse quedado dormido o estár en la ducha no se acepta
Acompañado de sanciones disciplinarias por la empresa puede ser un incentivo importante para no simular ILT
La diferencia en las bajas laborales entre España e Italia se debe fundamentalmente a diferentes legislaciones. 🧵 Hilo con imagenes de las causas listados por Gemini
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