LATAM opportunity is firing on all cylinders YTD, regional equities crushing it with ILF up ~18% (and broader proxies building on 2025's monster +55% run). Valuations still cheap, political tailwinds brewing. This isn't a blip; it's the region reclaiming its edge.
The US dollar's getting slammed again. DXY down to ~95.8, off 1.3% today and at lows not seen since early '22. Shutdown threats, trade noise, yen intervention talk, it's all fueling the "Sell America" trade. Bleeding is now an hemorrhage.
"No meetings before 11am. No meetings when emails or calls will do. Donโt schedule calls, text coordinate them on the fly when possible. Cram all meetings into two days a week. 1-on-1s are usually 30-minute walking meetings.(Meetings are the death of productivity)"
@naval
We don't need another private equity deal that could lead to higher food prices for consumers. The @FTC is right to investigate whether the purchase of @SUBWAY by the same firm that owns @jimmyjohns and @McAlistersDeli creates a sandwich shop monopoly. https://t.co/mAFuuFYA5A