Alfonso Marquez

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Alfonso Marquez

Alfonso Marquez

@amq1966

Creo firmemente en la dignidad de la persona, la familia como núcleo de la sociedad y en el poder transformador de la iniciativa privada.

Entre Estados Unidos y Mexico Katılım Haziran 2009
565 Takip Edilen174 Takipçiler
Claudia Sheinbaum Pardo
Claudia Sheinbaum Pardo@Claudiashein·
Así está el AIFA el día de hoy. Vuelos al 100 a todos los destinos.
Claudia Sheinbaum Pardo tweet mediaClaudia Sheinbaum Pardo tweet mediaClaudia Sheinbaum Pardo tweet mediaClaudia Sheinbaum Pardo tweet media
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Rosi
Rosi@RosyUrbaez·
@padrehayen No se necesita la confesión ante un hombre, que es igual de pecador que uno, para eso está Jesús que es nuestro abogado y defensor ante el Padre!
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Alfonso Marquez
Alfonso Marquez@amq1966·
No lo creo. Como veo las cosas por dos razones: 1. Genera presion inflacionaria al estimular la demanda, la inflacion subyacente no afloja; 2. Estimula un ajuste en el tipo de cambio ya que el "carry-trade" es menos atractivo y encarece las importaciones. Si el mandato de Banxico es controlar la inflacion, estan volteando para otro lado...
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Arturo Damm Arnal
Arturo Damm Arnal@ArturoDammArnal·
Para quienes le saben al tema, ¿fue correcta la decisión de la Junta de Gobierno de @Banxico de bajar la tasa de interés?
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Francisco Martin Moreno
Francisco Martin Moreno@fmartinmoreno·
Gabriel García Márquez decia: Si usted ya llegó a los sesenta, deje de contar las monedas y empiece a contar los momentos. Porque mientras usted sigue ahorrando “por si acaso”, los “por si acaso” andan afilando el colmillo, esperando su cansancio para disfrutar lo que usted no se permitió. Ya trabajó, ya crió, ya sufrió. Ahora es su turno de mirar el amanecer con calma, de comprarse lo que siempre postergó, de tomarse el café más caro sin culpa y con sonrisa. No se meta en negocios locos ni se deje convencer por el hijo “emprendedor” que siempre tiene una “gran idea” y ninguna factura pagada. Y por favor: no viva con sus hijos. Visítelos, abrácelos, pero conserve su puerta y su paz. No cargue con los problemas de nadie. Los nietos son para reír, no para criar; los hijos, para amar, no para mantener. A esta edad, cuide su cuerpo, pero más su ánimo. No hable tanto de las enfermedades ni de las pastillas; hable de viajes, de canciones, de recuerdos bonitos. Y si alguien le dice que “ya no sirve para nada”, sonría con elegancia… y piense que esa persona todavía no entiende lo que es llegar lejos sin deberle nada a nadie. Ría, viva y deje que el resto se amargue por gusto. Usted ya ganó: sigue aquí, en pie, con historia y con estilo. ¡Y eso es realmente un privilegio!
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Alfonso Marquez
Alfonso Marquez@amq1966·
@robertlufkinmd Also a high Cortisol measure will complicate things. For me, to keep it simple, these two markers are the foundation for my overall health. Thanks for your great insights!
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Robert Lufkin MD
Robert Lufkin MD@robertlufkinmd·
As a medical school professor, I've taught for years that insulin resistance drives diabetes. But a massive new study proves it drives cancer too. Researchers built an AI tool to predict insulin resistance using 9 routine blood markers -- and tested it on 372,000 UK Biobank participants. Result: insulin resistance raised cancer risk by 25% across 12 types. The worst hit: uterine cancer (+134%), kidney, esophagus, pancreas, colon, and breast. The AI tool outperformed BMI alone at predicting cancer risk -- it even flagged elevated risk in people at "healthy" weights. This is exactly what I mean when I say metabolic dysfunction is the root cause. It's not about weight. It's about what's happening inside your cells. Full breakdown coming on the Health Longevity Secrets podcast. Source: nature.com/articles/s4146… #InsulinResistance #CancerPrevention #MetabolicHealth #Longevity #AI
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Alfonso Marquez
Alfonso Marquez@amq1966·
Quoting you “Without rapid contingency planning, the combination of global war risk, price suppression, and external energy dependence could push Mexico into a full supply shock scenario.” Now that Morena has control over all the energy sector in Mexico, I do not expect them to have a plan, they are consistently reacting not planning. So it will be a very bumpy road ahead…
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León Barrena Rodríguez & Partners LLP
Our Mexico City desk can confirm that Pemex and senior Mexican government officials privately acknowledge that the spike in crude prices near $100 and the paralysis risk in the Strait of Hormuz expose a structural vulnerability in Mexico’s energy system that is far more severe than the government publicly admits. Roughly 20% of global oil flows move through the Strait of Hormuz, making any disruption a systemic shock to global energy markets. The current price surge reflects the market beginning to price in that risk. If Iran mines the strait or tanker traffic remains constrained, the shock would not remain confined to oil markets. It would propagate through refined fuels, petrochemical products, insurance, and global trade simultaneously. Mexico enters this environment with an unusually fragile energy balance. Despite being an oil producer, the country depends structurally on imported fuels and imported natural gas. The United States exports more than 1.9 million barrels per day of refined petroleum products to Mexico, covering over 70% of the country’s gasoline, diesel, and jet fuel consumption. In parallel, CFE´s electricity production has become structurally dependent on U.S. pipeline gas. Approximately 74% of Mexico’s natural gas demand is satisfied through imports from the United States, most of it flowing from Texas shale basins. This dual dependency means Mexico’s energy security is effectively externalized. Under normal conditions, that dependency is manageable because U.S. supply is abundant and cheap. In a war-driven energy shock, however, the system becomes exposed. Oil above $100 immediately raises refined product prices in the Gulf Coast market where Mexico buys most of its gasoline. At the same time, global LNG competition and oil-linked contracts tend to push natural gas prices upward. Mexico does not maintain significant strategic reserves of gasoline or natural gas to buffer these shocks. If global prices spike while domestic prices are artificially suppressed, the imbalance manifests not as higher prices but as shortages. The current discussion inside the Mexican government about using the IEPS tax mechanism or pressuring fuel distributors to hold gasoline below 24 pesos per liter reflects exactly this risk. Fiscal subsidies or price caps can temporarily dampen inflation, but they do not change the physical supply constraint. When governments suppress prices during supply shocks, consumption remains high while suppliers reduce deliveries or divert fuel to higher-paying markets. This results in shortages, rationing, and fiscal strain. Mexico experienced a version of this dynamic in 2022, when fuel subsidies cost the treasury more than $15 billion. The strategic concern becomes more acute if the Hormuz crisis escalates into a prolonged conflict between Iran and the United States. In that scenario, Washington’s political and military focus would shift heavily toward the Middle East. Energy markets would tighten globally, and the United States would prioritize domestic stability and allied supply chains critical to its own industrial base. Mexico’s heavy reliance on U.S. fuels and gas means that any tightening of Gulf Coast supply would immediately propagate south through pipeline and shipping networks. The paradox is that Mexico remains an oil producer while lacking fuel security. The country produces crude but lacks sufficient refining configuration and capacity to meet domestic demand, forcing it to export crude while importing gasoline and diesel. At the same time, the power sector increasingly runs on imported natural gas. This combination leaves Mexico exposed to exactly the kind of external shock now emerging from the Middle East. If the Sheinbaum administration does not begin securing strategic fuel reserves, alternative supply arrangements, or emergency storage capacity, the country risks entering a supply shock environment within weeks if the conflict persists. Rising global prices, combined with domestic price suppression, would push Mexico toward the classic symptoms of energy stress: fiscal drain, fuel shortages, electricity cost spikes, and inflationary pressure across transport and agriculture. The problem is no longer oil prices alone. It is the structural fragility of Mexico’s hydrocarbon balance. A prolonged disruption in global energy markets would expose how little buffer the country has built into its system. Without rapid contingency planning, the combination of global war risk, price suppression, and external energy dependence could push Mexico into a full supply shock scenario.
León Barrena Rodríguez & Partners LLP@lbrglobal

A prolonged shutdown of the Strait of Hormuz combined with a direct U.S.–Iran war would transmit a strategic shock into Mexico through energy markets, trade flows, and security dynamics rather than through direct military exposure. The Strait is the single most critical energy chokepoint in the global system, handling roughly 20% of the world’s oil supply and large volumes of LNG. Any disruption rapidly spikes global energy prices and destabilizes markets. The early signals are already visible: oil, gas, and shipping prices have surged as tankers halt transit and insurers withdraw coverage from the region. For Mexico, the immediate economic effect would be contradictory. Higher oil prices would boost fiscal revenue for the government and strengthen export earnings from crude, but the energy system underneath the economy is vulnerable. Mexico’s electricity grid, particularly through the state utility CFE, depends heavily on natural gas imported from Texas via pipelines. Even if the U.S. remains energy secure, a Hormuz-driven oil spike typically raises global gas benchmarks and transportation costs, increasing the price of the gas feeding Mexico’s power generation and industrial sector. The result is inflation pressure across manufacturing, electricity, fertilizers, and food production. Agriculture would feel the shock quickly because fuel, fertilizer, and transport are all energy-sensitive inputs. The geopolitical implications run deeper than energy prices. If the United States becomes fully engaged in a Middle East theater, strategic attention and military assets would inevitably shift away from the Western Hemisphere. That redistribution creates temporary strategic slack in North America, which historically increases activity by non-state actors and transnational criminal networks. Cartels, already operating as hybrid criminal-insurgent organizations, would test the boundaries of that distraction. A second layer of concern lies in asymmetric retaliation. Iranian-linked or proxy networks could attempt influence or disruption operations globally, including the activation of sleeper cells or covert networks in regions where Iranian diplomacy and commercial activity have historically existed. Mexico’s mineral position introduces a separate strategic dimension. Modern precision weapons and cruise missiles require large quantities of specialized materials. Silver is one example. A single Tomahawk missile contains hundreds of ounces of silver in its electronics and guidance systems. Mexico is the world’s largest silver producer, and in a prolonged conflict this supply chain becomes strategically significant for U.S. defense production. That positions Mexico not only as an industrial partner but as a critical materials supplier in wartime manufacturing. Financial spillover would also be significant. U.S. markets are already stretched by elevated valuations and geopolitical risk. Energy shocks historically tighten financial conditions, raise inflation expectations, and reduce investor risk tolerance. Because Mexico is tightly integrated with U.S. capital markets and trade cycles, any sustained volatility on Wall Street would transmit rapidly through currency pressure, investment delays, and export demand fluctuations. The net result is a paradox. Mexico would not be a battlefield in a U.S.–Iran war, but it would become strategically entangled in the conflict’s second-order effects. Energy inflation, trade volatility, supply-chain realignment, and security distractions would all converge simultaneously. At the same time, Mexico’s role inside North American industrial production and its control of key minerals like silver would increase its importance to the U.S. war economy. In geopolitical terms, a Hormuz shutdown would push Mexico further into the strategic core of the North American system precisely as global instability expands beyond the Middle East.

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Fodermocker
Fodermocker@homoticon1·
@GMonroyEnergy @AGUSTIN32 Ay Gonzalito, solo que no sepas que la refinación en un País como México afecta hasta la cotización internacional, ya no digamos coyunturas como la actual que te pueden llevar a la quiebra País en en par de años si te quedas con tu capacidad de refinación al 10%
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Gonzalo Monroy
Gonzalo Monroy@GMonroyEnergy·
Este pobre pendejo de Erick no tiene idea de lo que habla: Los precios de los combustibles en MÉXICO no tienen NADA que ver con su origen. No importa nada si es 100% nacional o 100% de importación. Y, no me crean a mi, en el siguiente post les pongo la fórmula de precios.
Erick Gutiérrez@Erickisback1

De no ser por la compra de Deer Park, la construcción de Dos Bocas y la conversión y recuperación de las refinerías abandonadas, que permitieron disminuir la dependencia de gasolinas importadas del 75% al 50%, el combustible estaría en este momento al menos en 30 pesos en México, como consecuencia de la guerra en Irán

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Alfonso Marquez
Alfonso Marquez@amq1966·
@deniseramosm Este programa debe de tener "sellos"!! No de exceso de azúcar o grasa, pero de exceso de pendejez!!
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Denise Ramos 👠
Denise Ramos 👠@deniseramosm·
El nivel de pendejismo de esta mujer es infinito.
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Alfonso Marquez
Alfonso Marquez@amq1966·
As a rule, every politician should be given a test to evaluate their level of narcissism before assuming public office.
Big Brain Psychology@BigBrainPsych

Otto Kernberg explains narcissistic personality disorder as a defense mechanism: Kernberg is a 96-year-old Austrian-born American psychoanalyst, professor of psychiatry at Weill Cornell Medicine, and the most-cited psychoanalyst in the world. His work helped shape how narcissistic personality disorder is defined in the DSM. He describes narcissistic personality disorder as one of the severe personality disorders—but one that operates differently from the others. Beneath the surface, these individuals have a borderline personality organization: a fragmented self-concept, unstable views of others, and an internal struggle between idealized and persecutory experiences. But rather than live in that chaos, they construct what Kernberg calls a "pathological grandiose self." "It is constituted by a combination of ideal aspects of the self, ideal aspects of others that have been incorporated as if one possessed them, and ideal aspirations of the self as if one had achieved them." In other words, the person absorbs the qualities they admire in others and treats their own aspirations as already achieved—building an internal world of grandiosity and self-sufficiency. The cost? Everyone else gets devalued. "Others are devalued; 'we don't need them, we are fine, I'm just great by myself, I don't need anybody else.'" Kernberg explains that the outside world then gets divided into three categories: depreciated, worthless people; those who are great and must be admired so their qualities can be absorbed; and potential enemies who must be fought off. This structure creates an illusion of stability. On the surface, the person appears integrated and secure—far more composed than others with severe personality disorders. But underneath the self-satisfaction and grandiosity lies "an incapacity to love others, and an internal sense of grandiosity and emptiness at the same time." There is no genuine mutuality in their relationships. They need admiration constantly but cannot reciprocate. In therapy, this dynamic plays out directly with the therapist. Kernberg describes a long-term power struggle: "They have to show their superiority to the therapist and keep themselves superior to the therapist because the only alternative is then if they would need the therapist, it means that the therapist is superior to them and they would feel immediately inferiorized and humiliated." The therapeutic work involves gradually clarifying and resolving this superiority-inferiority battle, which then reveals what was always underneath: "the underlying borderline structure against which the narcissistic structure was a defense"—the severe splits between idealized and persecutory relationships that the grandiose self was built to hide. The narcissistic personality, in Kernberg's framework, is not the core problem. It is the solution the psyche constructed to avoid an even more painful one.

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Padre Eduardo Hayen Cuarón 🇲🇽🇺🇸
Brillante discurso de Marco Rubio en Münich. Estados Unidos es hijo de Europa y los caminos de ambos pueblos están profundamente unidos por una civilización compartida.
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Alfonso Marquez
Alfonso Marquez@amq1966·
Que lastima que @Viri_Rios tenga una visión tan distorsionada de la realidad y preste su boca y su pluma a un régimen que ha creado santuarios para el crimen organizado; México tiene un gobierno que ha fraccionado la paz. Carteles en contubernio con el gobierno -en sus tres niveles- y algunos empresarios han roto la convivencia social en todas sus acepciones; la desigualdad ha crecido; la indiferencia se ha magnificado junto con la apatía en muchos aspectos; pero sobre todo, la fragmentación de la paz. La paz es base de la convivencia sana, piedra angular de la justicia, caldo de cultivo para la solidaridad y subsidiaridad y que genera la posibilidad de un desarrollo más integral.
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Alfonso Marquez
Alfonso Marquez@amq1966·
Que lastima que @Viri_Rios tenga una visión tan distorsionada de la realidad y preste su boca y su pluma a un régimen que ha creado santuarios para el crimen organizado; México tiene un gobierno que ha fraccionado la paz. Carteles en contubernio con el gobierno -en sus tres niveles- y algunos empresarios han roto la convivencia social en todas sus acepciones; la desigualdad ha crecido; la indiferencia se ha magnificado junto con la apatía en muchos aspectos; pero sobre todo, la fragmentación de la paz. La paz es base de la convivencia sana, piedra angular de la justicia, caldo de cultivo para la solidaridad y subsidiaridad y genera la posibilidad de un desarrollo más integral.
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Jorge García Orozco
Jorge García Orozco@jorgegogdl·
Viri Ríos dijo ayer en Televisa que a Diego Rivera lo habían detenido "Por cobrar impuestos a las tequileras", mentira el dinero que cobraba Rivera no llegaba ni a la tesorería y su tesorero está prófugo tras declarar 34 mdp en ingresos. Aquí cuento lo que sucedió.
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