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

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

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 Portfolio Model Subscription
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