Dear copiers,
As you may noticed I sold our entire position of $EWW last week at 61,3$ in a price rebound from 57$ (the same price as today)
The main reason was a political question that comes out of our mathematical assumptions for a risk-reward strategy.
Claudia Sheinbaum won a landslide victory in the presidential election, as had been widely expected. But the scale of the gains for the Morena party took markets by surprise, with some fearing the results would pave the way for the ruling coalition to pass constitutional reforms without opposition support.
For this reason, I decided to stay out of this position due to the uncertainty that this could generate in our investment.
Thank you for your trust,
Bernardo
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