J.P. Morgan apuesta por un 2026 selectivo en Wall Street: cuáles son sus acciones favoritas
El banco prevé un mercado “polarizado” en 2026 y apuesta por acciones con crecimiento estructural, balances robustos y capacidad de sostener márgenes en un contexto de mayor incertidumbre. Leer más
Michael Burry Bets He Isn’t Too Early to Go Against the AI Juggernaut
The investor made famous by ‘The Big Short’ is shorting Nvidia and Palantir. Leer más
Private Equity Has More Housecleaning to Do in 2026
Recent deals boosted optimism for the new year, but firms are still sitting on a glut of portfolio companies. Leer más
In a Wild Year for Markets, Investors Who Did Nothing Did Just Fine
Those who owned U.S. stocks at the start of the year made good money. Owning foreign stocks was even better. Treasurys did well, and the yield stayed high for cash. Leer más
There’s No Happy Ending for Movie Theaters, No Matter Who Wins Warner
Netflix and Paramount will both eventually have reasons to scale back theatrical releases. Leer más