Weekend Digest #245 (Recession Watch, Mexican Stocks, Portfolio Construction & More)
Nine different topics this week, including updates on quite a few aggressive portfolio positions.
Summary
Introducing quick hits, where I run through many topics in a concise manner.
This week, we cover recession risk, tech earnings, Mexican stocks, lithium, the outlook for Peru and more.
Also, a question on portfolio construction and how riskier positions like Ecopetrol fit into the equation.
Programming note: Going forward, I will be experimenting wit…
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