
Saturday Jan 11, 2025
Is 2025 the year of rotation from overvalued growth to undervalued value stocks? AIA Weekly 1.11.25
Will what worked in 2023 and 2024 work in 2025? Or are we near an inflection where growth stocks sell off and value stocks rally?
I am becoming more bullish on LatAm, especially Colombia and Chile. They are really cheap.
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