Weekend Digest #294: Mexican Tariffs, Bank Stocks, Sell DESP/EXTO, H-1B Debate: Bad For DOGE, Good For Endava
The H-1B visa controversy has numerous investing ramifications. Also tariffs, banks, and a couple portfolio sales.
Summary
Mexico announces more tariffs and crackdowns against China, reinforcing its continued efforts to please President-elect Trump.
Discussion of other regional banks including TFS Financial, Northrim, and Washington Trust following on last week's sector commentary.
Selling Despegar on its takeover offer and selling Exito ahead of its planned ADR delist…
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