Weekend Digest #268 (LatAm 2024 Outlook, Energy Stocks, Aggressive Portfolio, British American Tobacco)

Year-end discussions, and my outlook for holdings in the aggressive portfolio.

Dec 31, 2023

∙ Paid

LatAm: 2023's Global Winners -- What's Ahead For 2024

2023 marked the revival of Latin American countries as enticing investing opportunities. The country league table of US Dollar returns demonstrates this well:

Argentina was the world's #1 market in 2023, which is probably fair given the incredible upside if Milei can deliver on even half his proposed a…

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