Histórico por sectores EEUU

 

SP500: retorno anual

 

Rentabilidad Bono EEUU 10y

 

Bond US Aggregate

 

SP500: las peores en 2023

 

Derechos de TV en liga ESP

 

Nagarro y su competencia

 

Deuda de la Seguridad Social

 

Euro dólar desde 2007

 

Teleperformance: recompras de acciones

 

50 empresas con mayores beneficios en 2023

1.🇸🇦 Saudi Aramco: $247 Billion

2.🇺🇲 Apple: $114 Billion

3.🇺🇲 Berkshire Hathaway: $100 Billion

4.🇺🇲 Microsoft: $95 Billion

5.🇺🇲 Google: $78 Billion

6.🇷🇺 Gazprom: $76 Billion

7.🇺🇲 JP Morgan Chase: $63 Billion

8.🇺🇲 Exxon Mobil: $61 Billion

9.🇨🇳 ICBC: $58 Billion

10.🇨🇳 China Construction Bank: $55 Billion

11.🇩🇪 Uniper: $47 Billion

12.🇬🇧 Shell: $47 Billion

13.🇨🇳 Agriculture Bank of China: $43 Billion

14.🇬🇧 BP: $43 Billion

15.🇳🇴 Equinor: $43 Billion

16.🇧🇷 Petrobras: $41 Billion

17.🇨🇳 Bank of China: $40 Billion

18.🇫🇷 TotalEnergies: $38 Billion

19.🇨🇦 Imperial Oil: $38 Billion

20.🇯🇵 Toyota: $38 Billion

21.🇹🇼 TSMC: $37 Billion

22.🇺🇲 Meta: $37 Billion

23.🇺🇲 Chevron: $36 Billion

24.🇨🇳 PetroChina: $35 Billion

25.🇨🇳 Tencent: $35 Billion

26.🇨🇳 China Pacific Insurance: $35 Billion

27.🇬🇧 HSBC: $34 Billion

28.🇺🇲 Bank of America: $33 Billion

29.🇨🇭 UBS: $32 Billion

30.🇩🇰 Maersk: $29 Billion

31.🇩🇪 BMW: $29 Billion

32.🇺🇲 UnitedHealth: $28 Billion

33.🇺🇲 Verizon: $27 Billion

34.🇺🇲 Amazon: $26 Billion

35.🇺🇲 Walmart: $25 Billion

36.🇩🇪 Volkswagen: $24 Billion

37.🇺🇲 Johnson & Johnson: $24 Billion

38.🇨🇳 China Mobile: $24 Billion

39.🇨🇳 CM Bank: $24 Billion

40.🇦🇺 BHP Group: $23 Billion

41.🇨🇳 CNOOC: $23 Billion

42.🇨🇳 Alibaba: $23 Billion

43.🇩🇪 Mercedes-Benz: $23 Billion

44.🇨🇭 Glencore: $22 Billion

45.🇺🇲 Home Depot: $22 Billion

46.🇫🇷 LVMH: $21 Billion

47.🇫🇷 Dior: $21 Billion

48.🇺🇲 NVIDIA: $21 Billion

49.🇺🇲 Visa: $21 Billion

50.🇷🇺 Sberbank: $20 Billion

17 empresas EEUU

14 Europa (7 zona euro, 3 UK)

11 China

2 Rusia

1 Japón

1 Canadá

1 Brasil

1 Taiwán

1 Oriente medio

1 Australia

Clerhp: análisis

 

Intereses diarios de la deuda EEUU

 

Compra calidad

 

Tecnología: 1/3 de Wall Street

 

Progresismo

 

Ebitda, fraude?

 

Mineras, atractivas

 

Inmigración global

 

La inflación no baja del 5% al 2% tan fácil

 

Emergentes: remontará frente a Wall Street

 

China pierde peso en emergentes

 

Embracer: valoraciones

 

Capitalización empresas chinas