Iván Toca

[Bloomberg @business]

Moody’s cut Mexico’s credit score to the lowest tier of investment grade, citing the country’s weakening fiscal position https://t.co/1wUEVAci72

[Latinometrics @LatamData]

MEXICO | Private consumption falls for the fourth straight month in April, contracting 0.4% as households prioritize essential spending.

(El Economista)

[xyn🐍 @alleniverxyn]

how bored you gotta be to hack canvas

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: JPMorgan is building new Credit Default Swaps, or CDO's to let clients bet against Google, Amazon, Meta, Microsoft & Oracle

History doesn't repeat itself, but it often rhymes

[Aswath Damodaran @AswathDamodaran]

Winning as an active investor is rare, and even with the few who win consistently, separating luck from skill is tough to do, and there are broad differences in market views and investing approaches.

[Holger Zschaepitz @Schuldensuehner]

TOTALLY CRAZY! #Alphabet has attracted >$100bn of orders for a bond sale that’s expected to be ~$15bn, BBG reports, citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering, showing investor hunger to buy debt tied to the AI boom. Alphabet has also mandated banks for potential Swiss franc and Sterling debt offerings, including a rare 100-year Sterling note. https://t.co/EVwS74pWLm

[Finding Compounders @F_Compounders]

Terry Smith on The Unique Advantage of Equity Investment

[The Kobeissi Letter @KobeissiLetter]

US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP:

1. Capital One, $COF: -7%
2. Affirm, $AFRM: -5%
3. American Express, $AXP: -4%
4. Citigroup, $C: -3%
5. MasterCard, $MA: -3%
6. Visa, $V: -3%
7. US Bancorp, $USB: -3%
8. JP Morgan, $JPM: -2%
9. Wells Fargo, $WFC: -2%
10. Bank of America, $BAC: -1%

These stocks have now erased -$100 BILLION of market cap on the news.

Consumer affordability is the midterm election trade.

[Goldman Sachs @GoldmanSachs]

Worldwide economic growth is expected to outperform consensus estimates next year, according to the Macro Outlook 2026 from Goldman Sachs Research.

Read the 2026 Outlook: https://t.co/tbmy5to79k

[Morning Brew ☕️ @MorningBrew]

"Labubu options"
"Fear of God futures"
"Nike Dunk default swaps"

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The SEC is reportedly moving to allow stocks to trade like crypto, where stocks would trade on-chain.

Under the plan, investors could buy tokens on crypto exchanges that represent shares of companies like Tesla or Nvidia.

[memes.xlsx @ExcelHumor]

microsoft teams

[Chris Hladczuk @chrishlad]

Elon Musk on why remote work is poison:

May 31, 2022

[Reuters @Reuters]

Quanta Computer to invest $1 bln in northern Mexico https://t.co/qhrjzICq20

[Pop Crave @PopCrave]

3 years ago today, @DuaLipa released her sophomore album ‘Future Nostalgia.’

[Omid Abtahi @AbtahiOmid]

My son got to work as an extra on set.

After kissing him goodnight that night and turning off the light:

Son: Hey daddy?
Me: Yeah baby?
(beat)
Son: Coruscant is real. I’ve been there.
Me (teary eyed): Yes you have baby.

Best day of my life.

Thank you Star Wars Universe 🙏🏽

[Succeeded Mind @SucceededMind]

8 Powerful Quotes That You Should Follow:

1.

[Tesla @Tesla]

Our next Gigafactory will be in Mexico, manufacturing our next-gen vehicle