Mantilla Capital @mantillapb
Inversor desde 2001, Echa un vistazo dentro de mi estrategia para superar el S&P 500 supera-el-sp500.ghost.io Israel Joined June 2019-
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📈 #PhillyFed (sep) rebota: actividad 23.2, órdenes 12.4, envíos 26.1, empleo 5.6. Compensa el bajón del Empire. Mi nowcast #ISM próximo mes: PMI ~49.5 (órdenes ~48, producción ~51). Precios moderan. #PMI #Macro #Mercados
Los mercados en máximos y el pesimismo sigue. La clave no es la inflación: es la revolución industrial de la IA. 🔋 NPUs + energía = nuevas oportunidades de inversión. Léelo aquí 👉 supera-el-sp500.ghost.io/npus-energia/ #Inversión #IA
Más que modelos: La cadena de valor de la IA se extiende desde chips y centros de datos hasta energía y construcción. Invertir en #PicosYPalas implica mirar el hardware, no solo el software. #IA
Picos, palas y datos: invertir en la IA real supera-el-sp500.ghost.io/palas-y-datos/ #AI #PMI #stocks
La conversación sobre la salud industrial estadounidense volvió a calentarse en agosto. El cuadro que emerge es matizado: la actividad no colapsa, pero tampoco despega de forma amplia. Las palabras clave del mes son actividad mixta, órdenes irregulares y presiones de precios.
Professional traders see losses as just another business expense, never a personal failure. Win or lose, their process stays exactly the same. If you can’t separate feelings from results, you’ll never make it as a pro. Period.
Más allá del ruido: cómo detectar oportunidades reales en el mercado supera-el-sp500.ghost.io/mas-alla-del-r… #Oportunidad #inversion #SP500
$COIN - Superando Obstáculos: Coinbase y el Nuevo Horizonte para Inversores en Criptomonedas. #oportunidad #inversiones #SP500 supera-el-sp500.ghost.io/superando-obst…
$CHD - Más Allá del Bicarbonato: Cómo Church & Dwight Domina el Mercado Global. #oportunidades #inversiones #SP500 supera-el-sp500.ghost.io/church-dwight-…
$CMG - Del Sabor a la Estrategia: El Análisis Financiero Detrás del Éxito de Chipotle #opotunidades #inversiones #sp500 supera-el-sp500.ghost.io/analisis-finan…
$RKLB - Rocket Lab: Un Viaje Hacia el Futuro Espacial con Oportunidades de Inversión #Oportunidades #inversion #SP500 supera-el-sp500.ghost.io/rocket-lab-opo…
$DXY en marzo: ¿Señales de corrección a la baja? - 23/02/2025 supera-el-sp500.ghost.io/dxy-marzo/ #inversiones #oportunidades #SP500
$PLTR - Palantir en 2025: ¿Corrección o Nueva Oportunidad de Inversión? supera-el-sp500.ghost.io/palantir-corre… #inversion #oportunidad #SP500
$TJX - Conoce a TJX: La fórmula del éxito en el retail off-price supera-el-sp500.ghost.io/tjx-exito/ #oportunidades #inversion #sp500
$PODD - Insulet: Innovación en el Manejo de la Diabetes supera-el-sp500.ghost.io/insulet-innova… #SP500 #inversion #oportunidad
$COIN - Coinbase y Spindl: Una Alianza para Transformar la Publicidad Descentralizada supera-el-sp500.ghost.io/coinbase-publi… #SP500 #oportunidad #Base #inversion
$META - 2025: Meta Desata una Nueva Era de Inteligencia Artificial supera-el-sp500.ghost.io/2025-nueva-era/ #SP500 #inversion #oportunidad
$META - Seguirá subiendo la próxima semana, mi análisis técnico. youtu.be/P5VX-AXdVGs
$TRV - Travelers Companies: Cómo Domina el Sector Asegurador con Estrategias Financieras y Productos Innovadores supera-el-sp500.ghost.io/travelers-inno… #SP500 #inversion #oportunidad
Hemos iniciado un portafolio discresional para capturar la tendencias y oportunidades del 2025 supera-el-sp500.ghost.io/portafolio/ #SP500 #oportunidades #inversion
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