[Música] Sembradores o cosechadores. ¿Pensarán que vamos a hablar de plantas o de árboles eh de sequía o de lluvias. Eh, realmente no.Eh, vamos a hablar de sembradores de futuro o cosechadores de presente y de hecho les invito a descubrir juntos qué vamos a hablar a continuación. Empecemos primero con una fotografía y déjenme preguntarles, ¿qué les sugiere. ¿Qué les recuerda.A mí me recuerda años de presentaciones en juntas directivas. en ambiente serio, organizado, con muchas gráficas en la pared, con una ...

Paradigm shifts, Thomas Kuhn argued in the 1960s, required a change in the sort of entities the world was thought to be made up of.Could the Hubble telescope be about to change our worldview? https://t.co/vwg8Zqn1vj ...

Market Trends & Investment Opportunities - The market is experiencing a paradigm shift where the long bond is no longer considered a flight to quality asset, with gold emerging as the preferred safe haven [2] - Gold has surged from $1,800 per ounce to over $2,000 per ounce, indicating strong investor interest [2] - Central banks are accumulating gold, reversing a decade-long trend of selling, suggesting a change in their investment strategy [3] - Gold is now viewed as a legitimate asset class, attracting a broader range of investors beyond survivalists and speculators [3] Monetary Policy & Fixed Income - The Federal Reserve's rate cuts in September 2023 led to a significant increase of 100 basis points in the yield of the 30-year Treasury bond [1] - The speaker anticipates this trend may continue, suggesting a potential inverse relationship between rate cuts and long-term Treasury yields [1] Central Bank Behavior - Central banks previously sold gold at prices as low as $300-$400 and are now buying it back at around $3,000, highlighting their poor long-term investment decisions [4]