Rafael Tinajero

Finanzas, políticas públicas y análisis de datos.

[Rafael Tinajero @Rafaelgtm23]

Un ejercicio para estimar el efecto de la inclusión de México al WGBI que se puede encontrar en el recuadro 2 del #REF #Banxico. Tras nueves meses 4.6 pp adicionales de tenencia de extranjeros en valores guber equivalentes a 14 billion usd.

https://t.co/S5T7ZX7Fzh

[Jim Bianco @biancoresearch]

Finance has run on two inputs for centuries: labor and capital. AI is adding a third input, intelligence, and paying for it is breaking legacy corporate credit.

So finance is mutating to the needs of this new technology, like it has always done for new technologies.

[Cassandra Unchained @michaeljburry]

1. Never stop exercising or learning.
2.Accept compromise to begin relationships.
3. Manifest the power of compounding.
4. Never gamble.
5. Have kids and be a good parent
6. If it flies or floats, rent it.
7. Buy half the house you can afford.
8. Art in the eye of the beholder is cheap.
9. Be thankful for and to all.
10. Be charitable.

[Museo del Prado @museodelprado]

A solas con "El Descendimiento" de Rogier van der Weyden (antes de 1443)

[Rafael Tinajero @Rafaelgtm23]

@marcooviedo No se conoce aún la duración ni la severidad del conflicto. Como diría Napoleón Bonaparte: “Vísteme despacio, que tengo prisa.”

[Ross Douthat @Douthat60]

Good chart for people looking for A.I. impact:

[Trung Phan @TrungTPhan]

Paul McCartney tells Rick Rubin about how The Beach Boys influenced The Beatles.

It was an all-time creative rivalry and here were key moments when the bands inspired each other:

◻️February 1964

Over 73m Americans (40% of the population) watch The Beatles perform on the Ed Sullivan Show.

Beach Boys lead Brian Wilson says Beatlemania "shook me up a lot. They eclipsed a lot of what we'd worked for...So we stepped on the gas a little bit."

◻️ July 1964

In the months after Ed Sullivan, The Beatles rip off a streak of #1 hits including "Love Me Do", "I Want to Hold Your Hand", " She Loves You".

In July, The Beach Boys drop the song "I Get Around" and snag the #1 spot.

◻️ December 1965

The Beatles release the groundbreaking "Rubber Soul" album. Wilson is "so blown away" by it that he immediately goes in the studio, smokes a joint and writes "God Only Knows" (which Paul McCartney cites as his favourite song ever).

That song kicks off The Beach Boys next album.

◻️May 1966

The Beach Boys finish the "Pet Sounds" album. It's writing, vocal harmonies, consistent theme and use of non-traditional instruments (French horns, sleigh bells) pushes the envelope.

They give McCartney and John Lennon an advance listen to the album.

McCartney recalls how “Pet Sounds” affected The Beatles: "That was the album that flipped me. The musical invention on that album was wow! I just thought, ‘Oh dear me. This is the album of our time. What the hell are we going to do?’"

◻️August 1966

The Beatles release another classic album ("Revolver") with McCartney writing a few songs inspired by "God Only Knows".

◻️ February 1967

The Beach Boys are working on their "Pet Sounds" follow-up album called "Smile".

The Beatles release the song "Strawberry Fields Forever". Wilson hears the song while driving and — years later — remembers his reaction: “I had to pull over to the side of the road…and I said, ‘I’ve never heard anything like this in my life’”.

He believed that The Beatles had gotten their first to the sound he wanted for the "Smile" album and shelved the project.

◻️May 1967

The Beatles release "Sgt. Pepper's Lonely Hearts Club Band". They had stopped touring the year prior and spent the time in the studio experimenting (with sounds and drugs). The all-time album is heavily influenced by "Pet Sounds".

[Mohamed A. El-Erian @elerianm]

“For the first time in almost a generation, governments are starting to face resistance from the market when they try to sell long-term debt.”
From the Financial Times’ “Big Read” on “The mounting pressure on bond markets.”
#economy #markets #debt #bonds @ft

[Rafael Tinajero @Rafaelgtm23]

@MeidasTouch @grok what is the source of this?

[Rafael Tinajero @Rafaelgtm23]

@AlfredoCoutino https://t.co/m317o61xuj

[BuccoCapital Bloke @buccocapital]

Preach

[Chris Blattman @cblatts]

What do jobs look like for people who work in the international development and humanitarian sector? Obviously bleak in the short run, and dire for families with two earners in the sector. If you're a student or young person who hoped to enter this industry, some thoughts.

[Rafael Tinajero @Rafaelgtm23]

@PIIE What is the implicit MXN depreciation against the dollar in your analysis?

[Sahil Bloom @SahilBloom]

Everyone needs to remember this…

[Lawrence H. Summers @LHSummers]

Aside from the general issues about Trump‘s tariff and his economic nationalism strategy, today’s actions against Canada and Mexico are inexplicable and dangerous. 1/8

[Rafael Tinajero @Rafaelgtm23]

@marcooviedo 50 pb de recorte para México, doctor.

[Khoa Vu @KhoaVuUmn]

It's almost as if economics....actually works.

[Stefan Schubert @StefanFSchubert]

The association between defence spending and distance from Moscow among EU countries

[Gerardo Esquivel @esquivelgerardo]

Hoy se cumplen 30 años del régimen de flotación cambiaria en México.

Fuente: Informe Anual 1994, Banco de México.

[Brian Feroldi @BrianFeroldi]

A timeless investing phrase: