Weekend Digest #314: (Argentina/Buy GGAL, OBBBA, Gambling Tax, Tariffs, Buy & Hold)
A new aggressive portfolio buy and catching up on some recent developments.
Argentina Macro Update & A New Aggressive Portfolio Trade
Recently, we got estimates for Argentina's Q2 economic figures, with one firm projecting a 7.6% annualized rise in GDP during the quarter. That would be up from the already impressive 5.8% printed in Q1.
This is some of the fastest growth we've seen out of a large emerging market economy since the …
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