PODCAST en abierto DIARIO DE MERCADOS Martes 3 Febrero 2026
·10 min
The episode opens with a market overview where good results support investors despite volatility in gold, silver, and bitcoin. Variable income shows lower-than-expected volatility, while geopolitical issues like the US-India commercial agreement on AI and France's budget concerns are highlighted. The host emphasizes premium content with detailed PMI data, central bank actions, and Asian market impacts. Portfolio updates reveal significant gains in the model portfolio, including a 137% increase in Bayer over five months and a 96.9% plus value in a buy-and-hold switch. Specific trades in telecom and tech sectors are mentioned, along with changes in hot and cold values. Corporate scandals are covered, such as Nestlé's inappropriate sexual conduct case and growth deceleration. Results from major companies like IBM, Tesla, Meta, Microsoft, and SAP are analyzed, with valuation ratios and momentum spreads discussed. The episode notes Tesla's sales drop of 42% in France and 88% in Norway, while SpaceX's fusion plans aim for better financing. Other topics include rare lands, Oracle, Alibaba, and European results from Amundi, Publicis, and Siemens. The host promotes DivaCons for comprehensive coverage, ending with a reminder of sustained good results.
