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InvestingMx

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Macro. EMs. 🇲🇽

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  • A Mexico equities view for foreign investors. 🧵 @kittysquiddy
    by InvestingMx
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  • 1/ This is probably one of the most important threads I've ever put together, so if you're anyone other than a degenerate YOLO options gambler, you probably want to read ahead.
    by RJR Capital
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InvestingMx @chafro1 · May 12, 2023
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Nice thread. Finally one from RJR. These valuations with 4.5% positive carry. Hard to not be short for a mid term trade.

Tweet May 12, 2023
1/ This is probably one of the most important threads I've ever put together, so if you're anyone other than a degenerate YOLO options gambler, you probably want to read ahead.
by RJR Capital
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