Sitemap - 2023 - Ian’s Insider Corner
Holiday Reflections: 9 Things I Got Wrong This Year
Mexican Airports Soar: Here's Why
Weekend Digest #267 (Panama, Aggressive Portfolio Trades, Buy & Hold Purchases)
Weekend Digest #266: Inflation Rolls Over, Brown-Forman/Duckhorn Deal, Pharma & Pfizer
Argentina: Milei Wins, The Road Ahead, And CAAP Update
Weekend Digest #265: Credit Downgrade, Alcohol Stocks, Argentina Election Preview
Weekend Digest #264 (Yields, Jobs Data & The Upcoming Recession, Aggressive Portfolio Sales)
Weekend Digest #263: Elections, Mexican Airports, Interest Rates & Buy-and-Hold Portfolio Purchases
Aggressive Portfolio: Time To Buy LEAP Calls On Consumer Staples
Weekend Digest #262: The Mexican Airports Edition
Weekend Digest #261 (Mexican Airports, Renewable Energy Yieldcos, Aggressive Portfolio Results)
Weekend Digest #260: China, Banks, Biotech & Dollar General
Weekend Digest #259 (Quick Hits, CAAP/Milei, Closing Lithium Trade, Buy & Hold September Buys)
Weekend Digest #258 (Danaher/Veralto Spin, Enbridge, Aggressive Portfolio Trade)
Weekend Digest #257: (OMAB, Neogen, Wind Power, Exito, Hormel, Aggressive Portfolio Results)
Keysight Technologies: New Aggressive Portfolio Buy
Weekend Digest #256 (China, CAAP, Discover, Monthly Portfolio Buys)
Weekend Digest #255: TC Energy, CRL Earnings, J&J, Mexico Trade, And Argentine Election Results
Weekend Digest #254: Burker, Danaher, Why I'm Starting To Buy Treasury Bonds
Weekend Digest #253: Quick Hits, NYCB, Aggressive Portfolio Buys
Weekend Digest #252: (Earnings Round-Up, DFS & Credit Metrics, Time To Short Airlines?)
Aggressive Portfolio Trade: Selling Credicorp Today
Weekend Digest #251: Mexico & EMs, Exxon Buys Denbury, IMF July Buys
Weekend Digest #250: CAAP Update, Mexican Peso Overvalued?, Aggressive Portfolio Results
Charles River: A Fantastic Compounder Back To 2020 Prices
Weekend Digest: #248 (Bonds, BTI, EC, Regional Banks & A Ton More)
Weekend Digest #246: (PayPal, Taro M&A Bid, May IMF Buys)
Weekend Digest #245 (Recession Watch, Mexican Stocks, Portfolio Construction & More)
Weekend Digest #244 (Debt Ceiling, IT Consultants Thesis/EPAM, DAVA, GLOB)
Weekend Digest: #243 (Regional Banks, Molson Coors, Colombia CBD/Exito Spin, IMF Buys)
Weekend Digest #242 (Regional Banks NYCB, WASH, Suncor Deal, Mexican Airports/OMAB Update)
Chile Nationalizing Lithium? Not Exactly. (SQM/ALB Trade)
Weekend Digest #241: (Colombia/Ecopetrol Update, Selling Bruker, Hingham Earnings)
Weekend Digest: #240 (Regional Banks, XOM/PXD Merger, NTB Thesis, Argentine Election)
It's Time To Buy Alsea (Starbucks And Domino's Of Mexico) Again
Weekend Digest #239: OPEC Cut, March IMF Portfolio Buys, Aggressive Portfolio Q1 Recap
Weekend Digest #238: (Banks, NYCB/Signature, CAAP Earnings, C3.Ai)
Weekend Digest #237: Banks, Banks, Banks; Also Hormel, And EM Value
Regional Banks Crash: Why The Sector Is Plunging
Fibra MTY: 8% Monthly Dividend Yield On Mexican Industrial Properties
Bladex: Bonanza Earnings Report, Reiterate Strong Buy
Weekend Digest #236: (Mexican Airports, RCL & Corporate Bonds, Femsa)
Aggressive Portfolio: 3 Sells & A Buy This Week
Weekend Digest #235: S&P 500 Earnings, Pakistan & Emerging Markets, IMF February Buys
Weekend Digest #234: Airports, Tech Stocks, Suncor, Washington Trust, & January IMF Portfolio Buys
Weekend Digest #232: Mexico Soars, Brazilian FinTech In Focus - My Views On NU And XP