Monthly Archives: October 2018

All Mexican Equities Should Brace for an “Obrador Discount”.

The election of a leftist president in Mexico slipped under the radar of most global investors. So attuned were we to the issues between America and China that a leftist populist who ran on a platform of fighting crime and

Posted in Portfolio Model Subscription

New Mexico City Airport to be Cancelled. Institutional Investors Are Assuming Far-Reaching and Negative Implications for Mexican Investments.

https://ca.yahoo.com/news/mexico-votes-scrap-13-billion-061414536.html The first economic decision by the incoming president looks to be ill-thought out. The vote to cancel a project, already under construction, will not be received well by global investors. https://finance.yahoo.com/news/mexican-president-elect-pulls-plug-002846093.html

Posted in Portfolio Model Subscription

Broadly Based US Equity Indexes Turn to Negative Results YTD.

In the month of October, the DJIA, the S&P 500 and the NASDAQ fell sharply with an unusual degree of coordination. This has resulted in industrial equity averages falling into negative territory for 2018; the NASDAQ is about even on

Posted in Open Blog