Queen Pelosi

Hola nofinancieros,

En el pod-newsletter de hoy: 1. Pelosi Act. 2. Cathie Wood. 3. Spitznagel y Taleb. 4. Buybacks petróleo. 5. Blackstone. 6. Noruega. 7. Adani. 8. Walmart vs Citadel. 9. Impossible Foods. 10. Queso as colateral. 11. Varios Auto.

INTRO - PELOSI ACT

Senator Hawley Press Office @SenHawleyPress

PELOSI Act: No more trading or ownership of stock by members of Congress. Nancy Pelosi is the perfect example of what should NOT be happening in DC.

CATHIE WOOD

unusual_whales @unusual_whales

Cathie Wood's Ark Innovation ETF $ARKK is on pace for its best month ever, per Bloomberg.

SPITZNAGEL & TALEB

#bigflip KKGB (Carlo Casio) @INArteCarloDoss

💥💥💥💥💥💥💥💥💥💥💥💥

BUYBACKS EN PETRÓLEO

Javier Blas @JavierBlas

Chevron plans to buy back $75 billion of shares (triple the current buyback program) after a year of record profits that evoked angry denunciations from politicians — but so note $CVX didn’t give a timetable to complete the repurchases

bloomberg.comBloomberg - Are you a robot?

Javier Blas @JavierBlas

The White House isn't happy about the record buyback. President Joe Biden wants more oil production (if that's the case, perhaps he should invite the CEOs of America's top oil companies to the White House and tell them that publicly, face to face).

CATHIE WOOD

unusual_whales @unusual_whales

Cathie Wood's Ark Innovation ETF $ARKK is on pace for its best month ever, per Bloomberg.

SPITZNAGEL & TALEB

#bigflip KKGB (Carlo Casio) @INArteCarloDoss

💥💥💥💥💥💥💥💥💥💥💥💥

BLACKSTONE

Wifey @WifeyAlpha

“Just a gully”

reuters.comBlackstone’s earnings fall 41% as assets sales slumpBlackstone Inc’s fourth-quarter distributable earnings fell 41% year-on-year as the world’s largest manager of alternative assets said on Thursday it cashed out fewer investments across key portfolios.

#bigflip KKGB (Carlo Casio) @INArteCarloDoss

Fuck…moar…

FONDO SOBERANO NORUEGA

The Spectator Index @spectatorindex

BREAKING: Norway's sovereign wealth fund says it lost $164 billion last year

ADANI, 36 BILLIONS

IV @iv_technicals

How was your January? Adani lost $36 billion! 👀 (via @Schuldensuehner)

WALMART vs CITADEL

Inflation Tracker @TrackInflation

Walmart generated $13.9 billion of profit with 2.3 million employees. Citadel generated $16 billion of net income with only 2,600 employees. Explain this…

MÁS DESPIDOS

*Walter Bloomberg @DeItaone

IMPOSSIBLE FOODS PREPARING TO LAY OFF ABOUT 20% OF STAFF

LOS NUEVOS COLATERALES

Jon Aldekoa @jaldeko

De la vaca al banco: El banco que acepta queso como colateral en los préstamos.

forbes.comA Bank That Accepts Parmesan As Collateral: The Cheese Stands A LoanCredito Emiliano accepts young Parmigiano-Reggiano as collateral, and then ages it in climate-controlled vaults until it’s ready for sale.

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Abierta inscripción curso de fondos con Fernando Luque:

• Más de 20 vídeos

• 4 webinars de dudas y comentarios de mercado.

• Acceso a los webinars periódicos de seguimiento

• 40 € descuento con el código NF40

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VARIOS AUTO

Bloomberg Markets @markets

VW plans €52 billion in investments through 2026

trib.alBloomberg - Are you a robot?

PiQ @PriapusIQ

🔵 VOLKSWAGEN CONSIDERING BATTERY CELL FACTORY IN CANADA - HANDELSBLATT - Full story via Reuters at PiQSuite.com/Suite/reuters/…

Financial Times @FT

Toyota chief Akio Toyoda to step down as world’s biggest carmaker wages EV battle

on.ft.comSubscribe to read | Financial TimesNews, analysis and comment from the Financial Times, the worldʼs leading global business publication

Bloomberg New Economy @BBGNewEconomy

Countries with established auto industries have been blindsided by China, which is poised to become the world's No. 2 car exporter

trib.alBloomberg - Are you a robot?

PiQ @PriapusIQ

⚠️ GM CFO SAYS DEMAND FOR COMPANY'S EVS REMAINS VERY STRONG IN FACE OF PRICE CUTS BY TESLA, FORD; NO PLANS TO CUT VEHICLE PRICES -

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

¡Un placer! ¡Hasta Mañana!

Mariano Angulo Solves

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MÁS ALLÁ DEL DINERO

Oskar Kokoschka II

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