Weekend Digest #307 (Alsea/Chipotle, GDP & Recession, Tariffs, Oil, Colombian Stocks)
Lots of economic data to discuss, along with Chipotle's surprising new market: Mexico.
Summary
Aggressive portfolio holding Alsea partners with Chipotle to open burrito shops in Mexico. This idea isn't as crazy as it might sound at first glance.
U.S. GDP prints negative. A recession in coming (but probably not until Q4).
The market faces a paradox. It believes Trump will pivot on tariffs, but he will only do so if the market forces his hand.
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