Weekend Digest #263: Elections, Mexican Airports, Interest Rates & Buy-and-Hold Portfolio Purchases
Many assorted thoughts while I finish writing the big Ozempic report.
Summary
Election results in Ecuador, Colombia, and Argentina. Outlook for Argentine stocks (generally) and CAAP.
My takeaways on the Mexican airports tax agreement and the Acapulco hurricane.
My view on interest rates and how that thinking shaped my decisions in the buy-and-hold portfolio this month.
The buy-and-hold portfolio purchases including discussion…
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