Guillermo Eugenio Martinez Delgado @geniomtz: "Return YTD: 37.06% 📈 Return..."

Mexico

Return YTD: 37.06% 📈 Return 2Y: 661.17% 💸 Total trades 12m: 1246 💯 Profitable trades: 78.81% 🏆 So not a great week for our portfolio, we went slightly down but nothing critical. Relevant events for next week: 🔑 Key Market Drivers Jackson Hole Economic Symposium The highlight of the week will be Fed Chair Jerome Powell’s speech at Jackson Hole. Markets expect clarity on whether the Fed will cut rates in September (current odds ~85%). Seasonality & Correction Risks August and September are historically the weakest months for equities. Analysts at Evercore ISI, Morgan Stanley, and Wells Fargo warn of a possible 10–15% correction, but also view it as a potential buying opportunity. 📊 Relevant Earnings Reports Monday, Aug 18: $PANW (Palo Alto Networks) Tuesday, Aug 19: $HD (Home Depot Inc) $CAH (Cardinal Health Inc) Wednesday, Aug 20: $LOW (Lowe's Companies Inc) $TGT (Target Corp) $BIDU (Baidu, Inc.-ADR) Thursday, Aug 21: $WMT (Walmart Inc.)