La Cartera 10-10-80

Hola nofinancieros,

En el pod-newsletter de hoy: 1. Cartera 10-10-80 2. MBA IA. 3. Microsoft entra en OpenAI. 4. IBM. 5. Apple Samsung. 6. Netflix Marketing. 7. Twitter y acreedores. 8. Adani. 9. Un poco de CBDCs. 10. La coña del McDonalds.

INTRO

Housing Bubble Disrespecter🏡🫧🚫 @NipseyHoussle

Imagine being a boomer that has it so good you think somebody is going to retire by saving $100 a month. 9/10 boomers advice should be ignored.

MBA IA POWERED

Wharton professor Christian Terwiesch found that the AI "has shown a remarkable ability to automate some of the skills of highly compensated knowledge workers."

MICROSOFT CONFIRMA INVERSIÓN EN OPENAI

Forbes @Forbes

Experts say ChatGPT could be a game-changer for Microsoft, as CEO Satya Nadella announces plans to roll out the technology across all of the company’s products. trib.al/onteKEk

Laprovittera Carlos @laprovittera

Si Microsoft compra ChatGPT adivinen quien vuelve ???)))

IBM RÉCORD INGRESOS Y DESPIDOS

PiQ @PriapusIQ

💰 IBM Corp $IBM on Wednesday reported its highest annual revenue growth in a decade and beat Wall Street expectations for the fourth quarter as more businesses looked to optimize their operations and save costs amid an economic downturn. - PiQSuite.com/Suite/reuters/…

PiQ @PriapusIQ

🔵 IBM REPORTS HIGHEST ANNUAL REVENUE GROWTH IN A DECADE - Full story via Reuters at https://t.co/HiAl1vQs1b

Brody Ford @BrodyFord_

NEW: IBM to cut about 3,900 jobs even as it forecasts positive growth

bloomberg.comBloomberg - Are you a robot?

80% IPHONE 14 TENDRÁ PANTALLA DE SAMSUNG

VALUE BILBAO @ValueBilbao

Over 80% Apple iPhone 14 models will have Samsung display - Sammy Fans

sammyfans.comOver 80% Apple iPhone 14 models will have Samsung displayApple confirmed its next product launch event will be held in September, where, it’s likely to introduce the new iPhone 14 series. Meanwhile, a report just appeared showing that Apple has three display panel suppliers for the iPhone 14 models in which the share of Samsung is over 80%. According to R…

NETFLIX: 284 $ ADQUIRIR CADA SUSCRIPTOR

Wasteland Capital @ecommerceshares

$NFLX spent $2.53 billion last year just on Marketing to acquire 8.9 million net new subscribers. That’s $284 per new sub, worldwide. Look, if they’d just pay me $284 directly instead, I promise I will subscribe to Netflix. Who’s with me? 🙋‍♂️

TWITTER y ACREEDORES

Martinez @MrtnzAlvrz

Se acabó la aventura - La realidad, que es tozuda, se va abriendo paso y parece que va cristalizando el hecho que Elon ha perdido en Twitter, su inversión ya no tiene valor, nada, cero, niente, nichts. Sus acreedores se empiezan a plantear que hacer con el muerto ahora. (1/)

ADANI

El informe completo de Hindenburg aquí.

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CBDCs

Gold Telegraph ⚡ @GoldTelegraph_

The Bank of America says central bank digital currencies are the future of money and payment. They are coming just like gold stablecoins.

PiQ @PriapusIQ

🔵 BOE SCEPTICAL OVER DIGITAL POUND AS EURO ZONE BACKS WORK ON DIGITAL EURO - Full story via Reuters at PiQSuite.com/Suite/reuters/…

piqsuite.comPiQsuitePutting News & Commentary - On All Things Markets & Geopolitics - At Your Fingertips

Gold Telegraph ⚡ @GoldTelegraph_

BREAKING NEWS: THE SAUDI CENTRAL BANK IS CARRYING OUT EXPERIMENTS WITH A CENTRAL BANK DIGITAL CURRENCY IN COOPERATION WITH OTHER FINANCIAL INSTITUTIONS This is something to follow closely, considering Saudi Arabia is open to settling trade in currencies other than the dollar.

Breaking Market News @financialjuice

ECB'S PANETTA FULL SPEECH ON A DIGITAL EURO

ecb.europa.euThe digital euro: our money wherever, whenever we need itThe European Central Bank (ECB) is the central bank of the 19 European Union countries which have adopted the euro. Our main task is to maintain price stability in the euro area and so preserve the purchasing power of the single currency.

MIENTRAS EN CHILE

nofinancieros @nofinancieros

gob.clGob.cl - Artículo: Conozca En Qué Consiste El Bolsillo Familiar Electrónico, La Transferencia Estatal Que Llegará A 1,5 Millones De HogaresSe trata de una transferencia directa del Estado correspondiente a $13.500 mensuales por carga, una de las medidas del Plan de Seguridad Económica.

ESTÁNDARES GLOBALES DE CRIPTOACTIVOS SEGÚN BIS

Cris Carrascosa ⚡️ @CarrascosaCris_

⚠️ 1/ Como algun@s ya sabréis, en diciembre 2022, el BIS (Banco de Pagos Internacionales), publicó un documento sobre estándares globales prudenciales para las exposiciones de bancos a cripto. Es este:

Cris Carrascosa ⚡️ @CarrascosaCris_

14/ En conclusión, la exposición total de un banco a cripto no podrá exceder del 2% del capital de nivel 1 y en general deberá ser inferior al 1%. Lo que supere ese %, deberá tener aplicado el tratamiento más conservador.

LA COÑA DEL MCDONALDS

Todas las tecnológicas despidiendo y Chipotle (McDonalds de burritos) contratando. Los números casi cuadran.

Bloomberg Markets @markets

Chipotle is adding 15,000 jobs across its North American locations — a sign that restaurant demand remains robust despite high inflation and economic uncertainty

trib.alBloomberg - Are you a robot?

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MÁS ALLÁ DEL DINERO

Sarah Evans IV

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¡Un placer! ¡Hasta Mañana!

Mariano Angulo Solves

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