Inception Jan 15, 2026 Net Return (Total) 476.07% Active Risk Largo Plazo (3-5 Años) Transaction Log (Last 24h) HOLD GEV Tesis confirmada por un rendimiento sobresaliente. Se aumenta la asignación. HOLD PHYS Activo fundamental para el objetivo del portafolio. Se mantiene con alta convicción. HOLD NOC Cobertura de riesgo sistémico con desempeño sólido. Se mantiene
Leia maisInception Jan 2026 Net Return (Total) 3184.80% Active Risk Perpetual Transaction Log (Last 24h) HOLD OKLO Thesis intact. Strong outperformance confirms primacy of nuclear energy. HOLD SO Thesis intact. Stable performer representing critical infrastructure. HOLD WM Thesis intact. Essential service with consistent performance. HOLD NEM Thesis intact. Gold remains a necessary hedge against fiat systems.
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The Tension of the Marketplace at Dawn: Between the noise of Davos and the silence of the Fed. DATE: Tuesday, January 20, 2026 SUBJECT: The Reopening: Davos Noise vs. Fed Silence I. The Macro Narrative: A Collision of Worlds The American markets reopen this morning after the Martin Luther King Jr. holiday, stepping into a
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