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Moves by the New Leftist Government in Mexico to Remove Judiciary Powers and Regulatory Oversight Potentially Represent a Threat to Current Airport Concessions.

The supermajority Mexican Morena party government have cast a legitimate pall upon any Mexican business operating with a government granted concession. A 2/3 elected majority are highly likely to push through sweeping revisions to the Mexican constitution. Among the constitutional

Posted in Open Blog

EBITDA Margins Inevitably win out over Bias Selection, Even for Those Deemed to be Legendary in Status.

According to an interview with Nikkei Asia in April 2023, Berkshire Hathaway swapped out almost the entirety (90%) of a $4.1 billion dollar investment in Taiwan Semiconductor, with the remaining shares sold some months later, for what was estimated to

Posted in Open Blog

2 Scientific Breakthroughs Should Further Tilt the Scale Towards Sodium-Ion Commercialization.

The Korean Advanced Institute of Science and Technology (KAIST) has detailed a technology advance in Sodium Ion battery technology that, if replicated, could overcome one of the major hurdles limiting mass adoption of electric vehicles, that being the slow charge

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Another Perspective to Frame the Role of the “Big 3” Pharmacy Benefit Managers.

Contained within UnitedHealth Group (UNH-NYSE, $504.68), The Cigna Group (CI-NYSE, $352.38) and CVS Health Corporation (CVS-NYSE, $69.65) are three separate divisions poorly understood by retail, and to some extent, glossed over by institutional investors in terms of business upside. These

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Federal Reserve Governor Mentions the Unthinkable: That Fed Funding Rates may not Have Peaked.

What would the investment world do with their modeling, were the current interest rate environment to be designated, not as a “peak”, but rather, a “floor”? For the second time this week, both a present Federal reserve governor and a

Posted in Open Blog
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