
What We’re Thankful For
As we look forward to Thanksgiving, we start by saying what we’re grateful for including being American at this point in time of history. We’ll then juxtapose that with what’s going on in one of our favorite countries, Argentina as well as across Latin America and the world. We take note of the strength of the economy in the everyday things we see, give our weekly Fed/inflation update, and finish with our thoughts on Americans’ confidence in the future.
Key Takeaways
[01:10] - Election shocker in Argentina [06:17] - Why business-friendly environments in Latin America are great for the US, world [12:14] - What F1 races, restaurant reser airport lines tell us about the economy [16:05] - Our weekly Fed/Inflation update [19:22] - Value propositions of the Magnificent 7 [26:32] - Why confidence for our children’s futures is at all-time lows
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