Mexico

Eric Wallerstein: Warsh's real project is the Fed itself, not the next rate move

15 arguments: why he would leave rates alone until January, what he thinks Kevin Warsh is actually trying to change, and the three trades he says Wall…

Sep 12 • The Scuttlebutt

Leandro: BBB Foods is taking share from Mexico's informal shops, not from Walmart

12 takeaways: why he says the company has no direct competitor at 3,600 stores, why his expected returns are still above 15% after a 50% run, and who…

Sep 11 • The Scuttlebutt

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