Curioso a tiempo completo. Intento no distraerme y huir del ruido. Creando contenido en la 'VisualFaktory' | 🇪🇸 en 🇪🇪
Tallinn, Estonia
Joined May 2008
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Alberto RFC retweeted
España entró en el euro el 1 de enero de 1999.
- Entonces 1€ = 1,15$
- Hoy 1€ = 1,11$
A un coste de cobertura del 2% anual, habrías pagado un 74% acumulado para evitar un 3% de variación.
Y encima el movimiento fue a favor de quien no se cubrió... 🤣
Tengo varios amigos a los que les ayudo con las inversiones y, obviamente, muchos llevan indexados
En 2025 ya se comieron todo el efecto divisa y, tras explicarles qué había pasado, varios me pidieron uno con divisa cubierta
Yo les dije que ni de coña porque veía que el EURUSD debería volver mínimo a niveles de 1.08 - 1.10
Por suerte, me hicieron caso y sigue siendo un escenario probable
La cobertura se come un 2% de rentabilidad anual aprox. y sé que a L/P el efecto divisa tiende a ser nulo (ya lo demuestra Rochon en cada carta), de hecho, me parece que la tesis de la hiperdolarización tiene mucho sentido
En esos niveles veo que puede ir 50-50% en cualquier dirección, pero algo me dice de seguir apostando por billete verde
Tocará pensar qué hacer si llega ahí, pero será más una apuesta por la divisa que otra cosa
Alberto RFC retweeted
1/ Esta mañana me dio por pensar cuánto me costaría montar una app para monitorizar los trenes de Renfe. Resulta que la posición GPS de cada tren es pública.
3-4 horas después, estaba funcionando 👇
Alberto RFC retweeted
En esta tragedia se buscará rápidamente un culpable. Y me temo que nuestros políticos no estarán a la altura.
Pero, como sabemos en aviación, detrás de un error humano suele haber fallos del sistema. Es ese sistema el que debe investigarse y corregirse, sin excluir posibles negligencias.
Y si el sistema falló, sus responsables deben asumir las consecuencias.
QEPD.
El 23 de julio de 2011, en Wenzhou (China), un tren de alta velocidad embistió a otro parado: 40 muertos y unos 190 heridos. La investigación culpó al Ministerio de Ferrocarriles. Su exministro, Liu Zhijun, fue condenado a muerte en 2013. Fue el último gran accidente en China.
Readers added context they thought people might want to know
Liu Zhijun fue arrestado y expulsado del Partido Comunista chino en febrero de 2011 por corrupción. El accidente de Wenzhou tuvo lugar en julio. Aunque se le considera responsable poítico, su condena fue por corrupción. Además, esta condena se conmutó por cadena perpetua.
en.wikipedia.org/wiki/Liu_Zhijun
Alberto RFC retweeted
La seguridad es siempre lo primero. Un tren no es un buque de guerra. Si fallan todos los sistemas automáticos de protección, PARA TODO EL PUÑETERO SISTEMA y espera a su restablecimiento.
Alberto RFC retweeted
Russia has worked out that Europe has cards too.
“It's not enough to talk only to Kyiv; we need to talk to the whole of Europe, which fully supports Kyiv,” Kremlin aide Yury Ushakov said an interview with state television on Sunday.
themoscowtimes.com/2026/10/2…
Alberto RFC retweeted
🇪🇪🇪🇸 Estonia and Spain work side by side to strengthen NATO’s eastern flank and European security.
Just recently, Spanish fighter jets were once again deployed to Ämari Air Base for NATO air defence. Spain has also contributed NASAMS medium-range air defence units to Estonia, strengthening our air defence capabilities and providing valuable experience for the Estonian Defence Forces.
Our cooperation extends to cyber defence, with Spain among the founding nations of @NATO’s CCDCOE (Cooperative Cyber Defence Centre of Excellence) in Tallinn. Estonia and Spain have also had great cooperation on international missions in Iraq.
Estonian Defence Minister Martin Herem had a productive meeting with the Spanish Ambassador Angel Vazquez Diaz de Tuesta to discuss our strong and multifaceted defence cooperation, from air defence and cyber security to international missions.
#WeAreNATO
Alberto RFC retweeted
No, @elonmusk, the U.S. stopped funding Ukraine last year. In fact, U.S. companies make money on American weapons for which we Europeans pay.
The more you meddle in our politics and the more you play politics with your products, the more you damage your brand.
Alberto RFC retweeted
The GRU hacked into Jared Kushner's iPhone. Dutch military intelligence (MIVD) then recruited a GRU spy who gave them access to the hacked phone. What MIVD discovered was that Kushner had access to two bank accounts --one Azerbaijani, the other Israeli --where Saudi Crown Prince Mohammed bin Salman and Emirati ruler Mohammed bin Zayed deposited money. It sounds like a slightly far-fetched episode of "Slow Horses," but it's real. And it proves just how eye-poppingly corrupt this administration was and continues to be as its "special envoy" decides the fate of tens of millions in Europe in the Middle East. Simply incredible reporting by Matthew Cole, drawn from his new book on Kushner. vanityfair.com/story/jared-k…
Alberto RFC retweeted
Wake up.
Every profession deemed white-collar, the middle class dream, is about to be decimated by AI, at a much faster pace than anticipated, with monstrous social consequences.
Alberto RFC retweeted
Churchill could have shortened WW2 by years if he had just “done a deal” with Hitler. George Washington could have done a deal to end the American Revolution. Zelenskyy is in good company.
Alberto RFC retweeted
Kaja Kallas saying publicly what many European officials and diplomats say privately.
Alberto RFC retweeted
Russia killed a one year old girl in her stroller today. Her mother died in the hospital a few hours later.
Trump: "Russia, frankly, has been fine on Ukraine. They haven't been doing much."
Readers added context they thought people might want to know
Trump's remarks were made the same day Russia conducted a drone strike killing six civilians including children in a Kharkiv region park, plus missile and energy infrastructure attacks leaving hundreds of thousands without power.
kyivindependent.com/what-russias-d…
kyivindependent.com/russian-drone-…
kyivindependent.com/russia-strikes…
Alberto RFC retweeted
Republican Senator Thom Tillis SLAMS Trump for suspending Russia sanctions:
“Beyond irresponsible. What part of enforcing a law passed 86-11 by the Senate does the President and his advisors not understand? It’s unconscionable that this administration is capitulating to a Russian dictator who illegally invaded Ukraine and butchers innocent civilians every single day.
If the President wants to actually bring down energy prices, he can do it by solving the Iran problem, not by doing a solid for Vladimir Putin.”
Alberto RFC retweeted
“we will pay any price….to assure the success and survival of liberty.” Is this still true? Do we prize liberty or do we prize power and purse? No more clear test than the choice between Ukraine and Russia. Abandon Ukraine and we abandon liberty. Eventually even our own.
Alberto RFC retweeted
NEW: The order to limit a satellite system used by Ukraine for battlefield communications and drone operations came from inside the White House, according to two US officials and a Western official briefed on the matter.
Alberto RFC retweeted
Estoy llorando con el fondo del vídeo
📺 TV en DIRECTO | Bustinduy: "En lugar de distribuirse la riqueza de arriba hacia abajo, hay mecanismos para transferir la riqueza desde abajo hacia arriba. El principal es la vivienda" shorturl.at/YYLka