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Latest post31 Aug 2026
The Estée Lauder Companies Inc.WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks-31 Aug 2026
Jerónimo Martins, SGPS, S.A.August Buy & Hold Purchases; Bonds, Jeronimo Martins-28 Aug 2026
Wal-Mart de México, S.A.B. de C.V.August Buy & Hold Purchases; Bonds, Jeronimo Martins-28 Aug 2026
Corporación América Airports S.A.WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation-22 Aug 2026
Nu Holdings Ltd.WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings-17 Aug 2026
Bancolombia S.A.WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings-17 Aug 2026
Grupo Cibest S.A.WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings-17 Aug 2026
Grupo Aval Acciones y Valores S.A.WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings-17 Aug 2026
Tecnoglass Holdings Inc.WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings-17 Aug 2026
Ecopetrol S.A.WD #353: Colombia, Earnings (INTR, BRKR, TEAM)-10 Aug 2026
Inter & Co, Inc.WD #353: Colombia, Earnings (INTR, BRKR, TEAM)-10 Aug 2026
MarketAxess Holdings Inc.WD #352: Situational Awareness, Warsh, ICE/MKTX, Overvalued EM Currencies-2 Aug 2026
Intercontinental Exchange, Inc.WD #352: Situational Awareness, Warsh, ICE/MKTX, Overvalued EM Currencies-2 Aug 2026
Roper Technologies, Inc.Weekend Digest 351: Market Volatility, TFSL, Roper, Booz Allen, TIPS Vs. Treasury Bonds-26 Jul 2026
Booz Allen Hamilton Holding CorporationWeekend Digest 351: Market Volatility, TFSL, Roper, Booz Allen, TIPS Vs. Treasury Bonds-26 Jul 2026
TFS Financial CorporationWeekend Digest 351: Market Volatility, TFSL, Roper, Booz Allen, TIPS Vs. Treasury Bonds-26 Jul 2026
JetBlue Airways CorporationTime To Short Airlines; July Buy & Hold Purchases-22 Jul 2026
Frontier Group Holdings, Inc.Time To Short Airlines; July Buy & Hold Purchases-22 Jul 2026
American Airlines Group Inc.Time To Short Airlines; July Buy & Hold Purchases-22 Jul 2026
SK hynix Inc.Weekend Digest #350: SK Hynix Arb, Memory Stocks & The IPO Glut, Fundsmith Gives Up-13 Jul 2026