Weekend Digest #303: Tariffs & Mexico Outlook, CoreWeave IPO Analysis, CAAP Earnings

Midweek Digest #302 (ASR, MicroStrategy, End Of GLP-1 Boom, Buy & Hold March Purchases)

Weekend Digest 301: The Case For CACI, PAC Earnings, Recession In 2025?, BF Earnings Reaction

Weekend Digest #300 (IT Outsourcers, Unity/APP, Aggressive Portfolio & Buy-And-Hold Purchases)

Weekend Digest #299 (Argentina, STZ/Alcohol Stocks, Hormel/Seaboard, PAC, BOLSAA, AGUA)

Weekend Digest #298 (DAVA, Mexico, Airports, Tariffs, Colombia, TFSL, BRKR, DHR, Buy & Hold)

Weekend Digest #297 (Colombia, Mexico, CAAP, Diageo, Unity, Deepseek)

Weekend Digest #296: (Canada, Mexico, Ecopetrol, CRL, Self-Storage)

Weekend Digest #295 (Quantum, Unity/Applovin, 52-Week Low Watch)

LatAm 2025 Investment Outlook: My Predictions For The Region's Six Big Countries

Weekend Digest #294: Mexican Tariffs, Bank Stocks, Sell DESP/EXTO, H-1B Debate: Bad For DOGE, Good For Endava

Weekend Digest #292 (Brazil, Profit-Taking Time On Banks, Buy & Hold Moves)

Unity Software: The Worst Is (Finally) Over, Multibagger Upside From Here

Weekend Digest #291 (Walmex/Mexican Antitrust, Tariffs, Hershey M&A - Hormel, Brown-Forman)

11 Things To Know About Trump's Mexican Tariff Threats

Election Takeaways: Mexico, Tariffs, Overall Market Outlook & More

U.S. Presidential Election Preview/Prediction & Initial Investment Implications

Weekend Digest #290: (Oil, TRP/SOBO & Selling Franco-Nevada)

Weekend Digest #289: CAAP, Mexico's Foxconn Plant, Femsa

Aggressive Portfolio Sales: NAPA, APD, JD.Com Call Options: Various aggressive portfolio positives have ripened and it's time to harvest our gains.

Weekend Digest #288: (Airports, Endava, Buy & Hold Purchases): Airports taking off, Endava earnings, and a detailed look at this month's buy-and-hold purchases.

Aggressive Portfolio: Three Purchases, One Sale: Making some moves in the portfolio this week.

Mexican Airports: Industry Overview & Outlook (Sept. 2024): The only guide you'll need for the Mexican airport sector.

Weekend Digest #287: (Bruker, Brazil Twitter Ban, August Buy & Hold Additions): Taking a fresh look at Bruker, and why I'm aggressively buying Mexico and staying away from Brazil.

Weekend Digest #286: (Charles River, Alsea, Estee Lauder, Keysight, Selling DHR/VLTO): Earnings updates and forward outlooks for many aggressive portfolio holdings.