Weekend Digest #303: Tariffs & Mexico Outlook, CoreWeave IPO Analysis, CAAP Earnings
Summary
Tariffs: The situation is getting worse, not better. Market still seems a bit complacent here, judging by factors such as VIX and number of stocks making 52-week lows.
Mexico has outperformed the U.S. 15% so far year-to-date. I'm still holding Mexico here, but I must admit my concerns are mounting as tariff situation drags on.
CoreWeave: What an ab…
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