InvestingMx

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Macro. EMs. 🇲🇽

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InvestingMx @chafro1 · May 12, 2023

From Twitter

Nice thread. Finally one from RJR. These valuations with 4.5% positive carry. Hard to not be short for a mid term trade.

Tweet May 12, 2023

1/ This is probably one of the most important threads I've ever put together, so if you're anyone other than a degenerate YOLO options gambler, you probably want to read ahead.

by RJR Capital

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