La VERDAD sobre qué MUEVE el MERCADO: Macro, Opciones y Narrativas

from Diego Puertas | Economía e Inversión · host Diego Puertas

► Visita BisonTrade: https://www.bisontrade.com/portal/users/demo?utm_source=diegopuertas► Visita la newsletter de J.J Montoya: https://jjmontoya.substack.com/¿Por qué los mercados no paran de subir mientras todo el mundo grita crisis? Analizamos las tres fuerzas reales: la liquidez global y la pérdida de poder adquisitivo, los beneficios empresariales del Q1 2026 y la nueva dinámica técnica de opciones, fondos sistemáticos y volatilidad. Una guía para entender qué mueve realmente los precios en 2026.Índice:0:00 — Introducción3:40 — Parte 1: Macro — Liquidez y pérdida de poder adquisitivo10:16 — Indicadores macro clave16:30 — Parte 2: Fundamentales — Beneficios, crédito y amplitud23:49 — Parte 3: Técnica — Opciones, gamma y posicionamiento40:13 — Conclusión#economia #wallstreet #inversiones

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La VERDAD sobre qué MUEVE el MERCADO: Macro, Opciones y Narrativas

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