A Mexico equities view for foreign investors. 🧵 @kittysquiddy

1) stop QT!!

Stone crab and Chablis. Heaven!! @MiamKitty

mid week fight. @MiamKitty @Mnkey_Business

For the cause.. @MiamKitty

It’s not only retail. HFs also chasing big tech up. The exit will be crowded.

MXN the new reserve currency!! Never seen this much strength in the peso. And paying 11.25%. This will fall of a cliff when risk gets serious. 🇲🇽 🇲🇽🇲🇽

Green light…

Apple using all their yearly earnings to buy stock (90B) at a 28X PE with no growth. They only have 24B cash right now.

How is $NOPE red today!!

A lot of fat people for not eating meat!!! 🤣🤣

Samsung operating profit down 95.8% from same quarter last year. Revenue decreased 19%. $AAPL $NQ

When will monkeys realize that TECH is also cyclical…

It might be time for all news are bearish. Oposite to what we saw in January and part of February.

Yesterday’s $TSLA presentation made it clear that they don’t have a path or plan for growth. Multiple compression for years to come.

NVDA share compensation per year in billions of USD (2017-2022). What a horrific scene.. Last two quarters net income was around 600 million.. 🫣 @eliant_capital

Fintwit is bearish for sure but retail is as bullish as it gets..

Ctas very long, Naaim, big retail inflows to big tech, forward earnings ridiculously optimistic, equities at expensive 19x, decreasing eps through 2023 do to margins, sticky inflation, Powell raising to 5.5+ and holding for a while. What could go wrong….

😳 Out of words..