🚀 The AE38 is highlighted as the bond with the most upside potential in a bullish scenario (8-9% yield).
📉 It also has less downside risk if yields rise to 25%.
✅ It is considered the ideal bond for an aggressive profile.
📈 The Merval index has surpassed critical resistance levels, including the 21-period moving average and the downtrend channel, indicating a potential bullish reversal.
💪 The rebound from the 50% Fibonacci retracement level and the 200-period moving average suggests strong technical support.
⚖️ The index shows better performance in pesos than in US dollars (CCL), suggesting a purer and more reliable trend in the local currency.
🐊 The 'cocodrilo' indicator is signaling a 'caramel point' for buying, reinforcing the bullish outlook.
📈 Guus currently prefers the BPY26, but finds the choice very close.
📊 The AL29 offers a high yield, close to 14%.
🛡️ Both bonds are considered relatively safe, even in potential adverse political scenarios.
📉 The current market correction is relatively small (8%) compared to previous ones.
🤔 Unwinding a large portfolio can be difficult and risky, potentially leading to missing out on future gains.
💡 The speaker suggests enduring the correction, especially for those with large portfolios.
📉 Gus sees the current market situation as a correction rather than a bear market.
💰 He has taken a position in QQQ at current prices.
⚠️ He advises caution and suggests buying small positions in risky assets like IPF.
