Yuri Rabassa’s Hatched Ideas

La política monetaria vive entre dos falsos miedos: la inflación que vuelve y el crash que no llega

La política monetaria vive entre dos falsos miedos: la inflación que vuelve y el crash que no llega

Jun 5, 2026

When Winning Becomes a Reason to Quit: Berkshire, the Yen, and the Price of Timing the Exit

When Winning Becomes a Reason to Quit: Berkshire, the Yen, and the Price of Timing the Exit

Jun 4, 2026

61%

When the Crowd Stops Paying to Play: The Hidden Logic Behind Airline Pricing and Market Panics

When the Crowd Stops Paying to Play: The Hidden Logic Behind Airline Pricing and Market Panics

Jun 3, 2026

1 views

The Real Problem Is Not Big Government, It Is Big Everything

The Real Problem Is Not Big Government, It Is Big Everything

Jun 2, 2026

When Liquidity Vanishes and AI Pays Off: The Hidden Value of Friction

When Liquidity Vanishes and AI Pays Off: The Hidden Value of Friction

Jun 1, 2026

1 views

74%

When Wages Rise and Profits Fall, the Real Story Is Demand in Disguise

When Wages Rise and Profits Fall, the Real Story Is Demand in Disguise

May 31, 2026

1 views

78%

Why the Market’s Safe Havens Become Most Dangerous When Everyone Wants Them

Why the Market’s Safe Havens Become Most Dangerous When Everyone Wants Them

May 30, 2026

2 views

When Everything Is Expensive, Nothing Feels Valuable: The New Economy of Waiting

When Everything Is Expensive, Nothing Feels Valuable: The New Economy of Waiting

May 29, 2026

4 views

66%

The Real Job of a Forecast Is Not to Predict, but to Prioritize

The Real Job of a Forecast Is Not to Predict, but to Prioritize

May 28, 2026

2 views

67%

Cuando el inversor se baja, la compañía sigue viva: la lección oculta de Intel y BYD

Cuando el inversor se baja, la compañía sigue viva: la lección oculta de Intel y BYD

May 27, 2026

3 views

When Great Industries Mistake Scale for Strength

When Great Industries Mistake Scale for Strength

May 26, 2026

3 views

87%

La ilusión del activo seguro: por qué incluso los gigantes y los inversores fallan cuando confunden estabilidad con invulnerabilidad

La ilusión del activo seguro: por qué incluso los gigantes y los inversores fallan cuando confunden estabilidad con invulnerabilidad

May 25, 2026

2 views

68%

The Market’s Real Question Is Not Whether AI Is Real, But Who Can Wait for It

The Market’s Real Question Is Not Whether AI Is Real, But Who Can Wait for It

May 24, 2026

3 views

78%

When Markets Price Politics and Policy at the Same Time

When Markets Price Politics and Policy at the Same Time

May 23, 2026

2 views

87%

When Bad News Becomes Good News, and Good News Becomes a Warning

When Bad News Becomes Good News, and Good News Becomes a Warning

May 22, 2026

3 views

68%

Why Strong Currencies Often Mean Weak Confidence

Why Strong Currencies Often Mean Weak Confidence

May 21, 2026

1 views

What Gold and the Yen Are Really Telling Us About the End of Easy Confidence

What Gold and the Yen Are Really Telling Us About the End of Easy Confidence

May 20, 2026

2 views

La tasa que importa de verdad y el inversor que se sabotea solo

La tasa que importa de verdad y el inversor que se sabotea solo

May 19, 2026

4 views

Cuando el sistema deja de parecerse al sistema: la lección común de los coches eléctricos y los tipos del BCE

Cuando el sistema deja de parecerse al sistema: la lección común de los coches eléctricos y los tipos del BCE

May 18, 2026

1 views

The Great Repricing: Why Markets and Industry Both Swing Back Toward the Real Economy

The Great Repricing: Why Markets and Industry Both Swing Back Toward the Real Economy

May 17, 2026

3 views

72%

The Same Panic Buys Gold and Fixes Back Pain: Why Modern People Reach for Ancient Stability

The Same Panic Buys Gold and Fixes Back Pain: Why Modern People Reach for Ancient Stability

May 16, 2026

3 views

57%

When Prices Stop Lying and Markets Start Betting on Politics

When Prices Stop Lying and Markets Start Betting on Politics

May 15, 2026

1 views

82%

La calma no está en no caer, sino en entender por qué caemos

La calma no está en no caer, sino en entender por qué caemos

May 14, 2026

5 views

Why Good News in One Market Becomes Bad News in Another

Why Good News in One Market Becomes Bad News in Another

May 13, 2026

2 views

82%

When Fear and Confidence Buy the Same Thing

When Fear and Confidence Buy the Same Thing

May 12, 2026

5 views

Why the Fed’s Pause and Volkswagen’s Crisis Are the Same Story

Why the Fed’s Pause and Volkswagen’s Crisis Are the Same Story

May 11, 2026

4 views

La ilusión del valor seguro: cuando los sistemas fallan por dentro

La ilusión del valor seguro: cuando los sistemas fallan por dentro

May 10, 2026

2 views

The Market’s Favorite Illusion: When Less Capacity Becomes More Truth

The Market’s Favorite Illusion: When Less Capacity Becomes More Truth

May 9, 2026

1 views

Cuando el mercado pierde la cabeza, el banco central no debería perder la suya

Cuando el mercado pierde la cabeza, el banco central no debería perder la suya

May 8, 2026

4 views

87%

When the Market Trusts Nothing, It Bids Up Everything

When the Market Trusts Nothing, It Bids Up Everything

May 7, 2026

3 views