Daniel Rubio Montes
Daniel Rubio Montes @madridtrading

Tuottavuus
Kaikki

-3.04%2026
2026
13.78%2025
2025
17.91%2024
2024
23.33%2023
2023
-18.10%2022
2022
0.17%2021
2021
23.3%0%-23.3%
Keskustelut
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
3 pv
WEEKLY SUMMARY. WEEK 36 IN MARKETS ​– Global Markets – ​📈 Multi-Decade Yield Spikes Challenge Equity Resilience. Sovereign bond yields hit multi-decade highs across major developed economies, driven by persistent inflation from the late-February Iran conflict and mounting sovereign deficit worries.... Näytä enemmän Käännä
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
5 pv
QUOTE OF THE WEEK “Access to cheap goods is not the essence of the American dream.” – Scott Bessent – 💬 US Treasury Secretary 𝗦𝗰𝗼𝘁𝘁 𝗕𝗲𝘀𝘀𝗲𝗻𝘁 deployed this exact framing during a March 2025 Economic Club of New York address. He defended aggressive tariffs and criticized past multilateral... Näytä enemmän Käännä
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
9 pv
PARTNERS GROUP HOLDING AG: SOLID 1H26 MANAGEMENT INCOME AND STRATEGIC PORTFOLIO DEPLOYMENT Yesterday, 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗚𝗿𝗼𝘂𝗽 𝗛𝗼𝗹𝗱𝗶𝗻𝗴 𝗔𝗚 reported its 1H2026 financial results, posting strong management fee momentum and resilient operational growth driven by disciplined execution across... Näytä enemmän Käännä
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
10 pv
TRUMP BACKS DATA CENTERS. LOCAL COMMUNITIES DON'T ➡️ A piece of news that makes me think we may be witnessing a repeat of what my home country, Spain, experienced in the 1980s and 1990s. Back then, intense local opposition and political campaigns halted nuclear energy expansion. ​Decades later,... Näytä enemmän Käännä
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
10 pv
Muokattu
AUGUST 2026 UPDATE Defying historical seasonality trends, August delivered exceptional performance. Hard assets serving as hedges against inflation and financial repression—specifically Bitcoin, Ethereum, physical gold, and silver—anchored this expansion. Core quality equities added strong upside... Näytä enemmän Käännä
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
11 pv
WEEKLY SUMMARY. WEEK 35 IN MARKETS ​– Global Markets – ​🟢 Nvidia Blows Past Estimates to Mute AI Bubble Concerns. The semiconductor powerhouse delivered another spectacular quarterly beat, reassuring investors that massive AI infrastructure capex is yielding real corporate returns. Performance highlights... Näytä enemmän Käännä
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
12 pv
QUOTE OF THE WEEK “You can call it an outline . . . you can call it a trail map . . . just don't call it forward guidance.” – Kevin Warsh – A quick thought: ​🤝 It's interesting how Kevin Warsh tried to avoid giving guidance at Jackson Hole, yet the market took his words as guidance anyway—immediately... Näytä enemmän Käännä
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
14 pv
ACKERMANS & VAN HAAREN NV: RECORD 1H26 PERFORMANCE AND STRATEGIC PORTFOLIO DEPLOYMENT ​This morning, 𝗔𝗰𝗸𝗲𝗿𝗺𝗮𝗻𝘀 & 𝘃𝗮𝗻 𝗛𝗮𝗮𝗿𝗲𝗻 𝗡𝗩 reported its 1H2026 financial results, posting strong earnings momentum and surging net profit driven by disciplined execution across its core... Näytä enemmän Käännä
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
15 pv
WESFARMERS LIMITED: RECORD FY26 PERFORMANCE AND DISCIPLINED CAPITAL DEPLOYMENT This morning, 𝗪𝗲𝘀𝗳𝗮𝗿𝗺𝗲𝗿𝘀 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 reported its FY2026 financial results, posting strong annual earnings and surging net profit powered by disciplined core execution. It highlighted solid operational performance... Näytä enemmän Käännä
Daniel Rubio Montes
Daniel Rubio Montes
Espanja
18 pv
WEEKLY SUMMARY. WEEK 34 IN MARKETS ​– Global Markets – 🦅 Fed Minutes Signal Hike Option Amid Iranian Geopolitical Risk. Federal Reserve minutes from late July revealed heightened policy member anxiety over sticky inflation. Officials explicitly warned that geopolitical escalation surrounding Iran... Näytä enemmän Käännä

Tietoa Daniel Rubio Montes
Espanja
Strategia: Monistrategia

​Strategic Capital | Global Resilience | Real Assets
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