Gustavo Calvo

Bolsa

[Gustavo Calvo @calgu66]

@fffavela @BMVMercados Cancelaron todos los trades o no hay pruebas de lo contrario?

[Gustavo Calvo @calgu66]

Otras ....

[Gustavo Calvo @calgu66]

Que Sata Madriana al Consumo.... no me cuadra con el MXN serán remesas.....

[Gustavo Calvo @calgu66]

Super peso sin consumo......

[Gustavo Calvo @calgu66]

Si que salió.... por ser secundaria lo castigaron y fue a 32, fuera y ahora corto a 39

[Gustavo Calvo @calgu66]

TBBB que le pasa a la consentida de todos? FOLOW ON

[Gustavo Calvo @calgu66]

TBBB otra vez muy raro consentida todos y nada mas no....... COMPRAMOS ALGO

[Gustavo Calvo @calgu66]

Se les dije es increíble solo sabe diluir….

•BBB Foods (TBBB) on Wednesday announced the commencement of an underwritten public offering of an aggregate of 13.3M of its Class A common shares, of which 700,000 Class A common shares are being offered by Tiendas 3B and 12.6M Class A common shares are being offered by certain selling shareholders.
•In connection with the offering, Tiendas 3B intends to grant the underwriters a 30-day option to purchase up to 1.99M additional Class A common shares from Tiendas 3B.
•Tiendas 3B intends to use the net proceeds from the primary portion of the offering for general corporate purposes, which may include making strategic investments.

[Gustavo Calvo @calgu66]

Otras 2 locuras antes del rebalanceo...... AC y Gfnorte aunque es ex cupon

[Gustavo Calvo @calgu66]

MEGA SS que manera de recuperar el DIV en 1 día.........

[Gustavo Calvo @calgu66]

MU otra locura y los analistas ya no saben ni que... es increíble que exista 100% de diferencia entre TP y 134% promedio vrs UBS

[Gustavo Calvo @calgu66]

que locura una de tantas SS CRWD

[Gustavo Calvo @calgu66]

Hablando de Locuras ARM, llegan al TP en 2 dias, solo por NVDA todos peleando el mismo Mdo hay para q ganen todos?

[Gustavo Calvo @calgu66]

Sera MXN UBS...... ya si no se da no se que noticias se necesitan para no estar en un novel de 1996

FX opportunities of the week
Opportunities of the week 1: Long USDMXN
We like going long the US dollar against the Mexican
peso targeting a move to 18.00 with a stop-loss at 17.00.
The external backdrop for risk-sensitive currencies like
the Mexican peso has been avolatile lately, with much
contradicting news flow around the situation in the Middle
East and uncertainty about when energy flows from the
region can be restored fully. A challenging reopening
process of the Strait of Hormuz could put upside pressure
on USDMXN, in our view. Elevated US yields represent an
additional headwind. Moreover, the Mexican peso could
face renewed pressure as we approach the start of the
USMCA review in July, which could create headline risk.
Finally, with interest-rate markets now pricing in more
than four rate hikes for Banxico over the next 12 months,
we think current market expectations are too hawkish
—especially since the Mexican economy contracted by
0.8% q/q in the first quarter. Major risks to this position
include an improvement in market risk sentiment (through,
for example, a swifter-than-expected resolution of the
energy crisis), a dovish repricing of Federal Reserve rate
expectations, or a material improvement in sentiment
toward Mexico.

[Gustavo Calvo @calgu66]

Liverpool otro recomprando agresivo.... y volumen incrementando

[Gustavo Calvo @calgu66]

Si salio y Recomprando agresivo +10MM

[Gustavo Calvo @calgu66]

es muy molesto como presume mejor activo guerra y se le olvida... el Chi...... que trae, odio los nunca pierde siempre LONG

[Gustavo Calvo @calgu66]

Agua Pasivos ajora MSTR... recuerdes SMCI que ahora puede salir

[Gustavo Calvo @calgu66]

Solo ganaste tu TOM .....

[Gustavo Calvo @calgu66]

SCCO que buena Volatilidad ....

[Gustavo Calvo @calgu66]

Algo me cuadra... SS AMX. ver T ... o me van a decir q es por los EM empresa ya muy madura

[Gustavo Calvo @calgu66]

SCCO sin duda era una locura... y AMX ahí va.....

[Gustavo Calvo @calgu66]

Ya te quieren de nuevo Memin.... Safe Heaven sera? lo dudo SS

[Gustavo Calvo @calgu66]

Se canto... se dijo... ya nadie quiere a Memin