One of Gavekal’s key themes this year has been the rebuild of “Fort Monroe”; a US that refocuses its foreign and economic policies towards Latam. This, we argued, would be very bullish Latam debt and equity markets.
But, after an impressive performance in 2025 for the region’s debt markets, is the trade done? Last week, I caught up with my friend Alexandre Larrain of @larrainvial to discuss this very issue. As we both see it, momentum in the trade is strong, valuations of both bonds and currencies remain attractive and 2026 could witness a number of positive political catalysts. Our conversation is below:
https://t.co/QwdbI3t4X4
$NFLX Monthly Chart
5 trading days to go before the close of the month, which means this last bearish candle that broke the current uptrend can still reverse.. let's wait and see.. but currently it is quite bearish... 1/2
@SantiagoAuFund@LukeGromen @JsJs21632729 @NewLowObserver Inequality has worsened basically everywhere on earth, the difference is that the bottom 50% of Chinese have seen an uplift in their life quality while the same cannot be said about Americans 🤷♂️
@quatremer Le plus probablement c’est que ce soit lié aux acrobaties statistiques qui ont lieu depuis 2 ans; j’ai lu une explication tres convaincante sur ce phénomène, plusieurs études montrent la même chose mais il y a une explication.
In case you haven’t heard, the world’s 2nd largest economy beat the crap out of its big corps this year & made Wall Street lose $700 billion.
Some say China’s autocratic government has gone crazy trying to revive communism. Really? What the hell’s going on?
Grab your popcorn 🍿
@CoinbaseSupport Is there any real support on coinbase?
I am locked out of my account for more than a month because of bogus ID verification, which i provided dozen times and i now i am asked about address verification which i cannot provide due to loggin blocked with
ID verif
Thread: an exquisite breakdown using real-life examples of how @Facebook and @Google exploited your trust to quietly create a decade-long dossier of your most private activities. With a bonus: how to download a copy of your own. https://t.co/6AjcMfetMD
Antifragility for CHF is because they used to benefit from turmoil elsewhere --and will hopefully do so in the future.
My model country. https://t.co/P69wgs2Ppx
This is the clearest example I've ever seen of why surveillance is performed. Surveillance isn't about safety. It's about control. https://t.co/PcZe97Bkr1