Guillermo

Ciudadano

[Guillermo @arqghum]

@BancaMifel Y el sistema para realizar operaciones también colapsó……

[Guillermo @arqghum]

@DBeckerF @BancaMifel No sirve el sistema…. No podemos realizar operaciones

[Guillermo @arqghum]

@BancaMifel Cuando lo reparan…. Necesitamos entrar a nuestras cuentas….. tenemos pagos pendientes que realizar y no permite entrar en ninguna modalidad. @BancaMifel

[Guillermo @arqghum]

@BancaMifel No puedo acceder a la app ni tampoco a la página…..

[Lorenzo Couget @LorenzoBolsa]

🇺🇸 El 25% de la población de EE.UU. está subbancarizada o no tiene acceso pleno al sistema financiero dijo David Vélez, CEO de Nubank.

Incluso en la mayor economía del mundo, millones siguen fuera del sistema tradicional.

La oportunidad para el digital banking todavía es enorme. 📈

(el 25% de la poblacion de EEUU son dos Argentinas..)

[Michael Saylor @saylor]

There isn’t enough Bitcoin for everyone.

[Jacobo Rodríguez @jacoboeleazar]

La demanda por acciones mexicanas se mantiene fuerte, lo que ha llevado a que el IPC gane alrededor de 11% en lo que va de este año siendo de los mejores desempeños a nivel mundial. https://t.co/77dZiQPrKr

[Investment Wisdom @InvestingCanons]

"The best way to minimize risk is to think."

— Warren Buffett

[CryptoWhale™ @SCryptowhale]

% por debajo del máximo histórico

Gold: 0%
S&P 500: -3%
Google: -6%
Amazon: -11%
Apple: -15%
Tesla: -16%
Nvidia: -17%
Microsoft: -18%
Palantir: -20%
Meta: -24%
Bitcoin: -30%
Ethereum: -42%
Coinbase: -49%
MicroStrategy: -71%
Dogecoin: -84%
Fartcoin: -89%
Trump Coin: -94%
Melania Coin: -99%

[Daniel @danielisdizzy]

Overdiversification destroys returns.

As Stanley Druckenmiller says — after nearly 30 years running Duquesne Capital, where he averaged over 30% annual returns without a single down year:

“You make 70–80% of your return on two or three ideas, even if you have 30 or 40 stocks.
My concept was to put on those two or three ideas that I have the most conviction in.”

Conviction > diversification.

How many stocks do you currently hold? 👇

[Oguz Erkan @oguzerkan]

Stanley Druckenmiller: “I like putting all my eggs in one basket.”

I think concentration is the most underrated investment advice.

My portfolio is up 10% this week as I was concentrated on the right names.

If you know what you are doing, you don’t need much diversification.

[El yonki de los mercados @yonki_mercados]

Me flipan muchas cosas de $ADBE:

Márgenes obscenos, un moat que ya quisieran la mitad del Nasdaq y un producto que es prácticamente el lenguaje universal de los creativos…

Peeeeero

hay algo que NO me gusta nada.

SUS RECOMPRAS DE ACCIONES !!

Te explico 🧵🪡🧶

[Edgar Arenas @garoarenas]

"Las finanzas tienen tres reglas simples: mantener la mente clara, descubrir las asimetrías y nunca hablar con idiotas".

- Nassim Nicholas Taleb.

[Inversionism @Inversionism]

This might be one of the most important documentaries that anyone can watch right now given current events and escalations between Hamas, Israel, Iran, and the US.

All wars are bankers wars.

If you are still caught up in the left vs right, Israel vs Palestine, Ukraine vs Russia narratives, treating geopolitics and war as if it's a football game where you are rooting for one side to win as the real moral authority, then you need to take 45 minutes out of your day to watch this in full.

I've shared this documentary already weeks ago and a lot of people saw it and appreciated it, but I think it's now more important than ever for as many people to see it as possible and to really understand the profound and eye opening truth behind those words, and how EVERY SINGLE conflict has had powers above it funding both sides with nefarious intent behind it and a broader agenda that is not in the true interests of the people.

I don't think any of what's happening right now is organic. I don't think Hamas getting into Israel to murder and capture civilians was a mistake, nor do I think the $6bil the Biden admin unfroze for Iran in exchange for hostages before the attack was a mistake either. They're constructing narratives right in front of us and we cannot just blindly believe them on surface level evaluation, especially when these narratives are being given by the establishment and MSM.

I've said this before and I'll say it again. You need to think like they do with strategy, perception, and propagandistic motivations in mind. You need to try and understand why they are presenting whatever information to the public and for what purpose. You need to question every action, every directive, every media spin.

Why is the narrative now shifting towards Biden admin causing this attack by releasing funds to Iran? Why is Lindsey Graham pre-emptively suggesting war with Iran in conjunction with this? What if this is designed to ensure Biden attacks Iran to cover his ass in giving them $6bil back?

Also...Why was there such a huge focus of attention on anti-semitism on X in the weeks leading up to this attack? Was that organic? or was that planned in advance knowing there would be an attack on Israel and perceptions needed to be pre-emptively put in place for justifying censorship?

Question everything. Assume conspiracy.

[Guillermo @arqghum]

No te pierdas mi último artículo: La importancia del análisis de datos en la toma de decisiones y la identificación de tendencias en el mercado inmobiliario. https://t.co/ieYaag4nYT via @LinkedIn

[Guillermo @arqghum]

No te pierdas mi último artículo: El Futuro del Mercado Inmobiliario en México: Avances y Oportunidades tecnológicas en el “Proptech”. https://t.co/qF5D5NqiUF via @LinkedIn

[Guillermo @arqghum]

No te pierdas mi último artículo: Mitos y Realidades en el Ámbito de las Rentas Inmobiliarias en México: La Relevancia de la Profesionalización https://t.co/g5yEWEq3xv via @LinkedIn

[Arq Jáuregui @arqjauregui]

Balacera en Zapopan Jalisco
Zona Andares
#balacera
#andares
#zapopan
@DimeNewsMx

[Thomas Chua @SteadyCompound]

We have all read Peter Lynch's One Up Wall Street.

But few people know that he wrote for Worth Magazine from 1992 to 1999.

It's a 181 page bonus scene to his best seller.

Here are my biggest takeaway: