Steve Cohen on Markets, Doubt, and Trusting Your Process | The Acquirer's Multiple®

Some indicators of economic activity have shown deterioration in its last reports, but “we are not yet in a recession situation,” said Rodrigo Mariscal, chief economist of the Ministry of Finance and Public Credit (SHCP), one day after the data on gross domestic product (GDP) is released for the first quarter of 2025 and that, according to timely information, it would be confirming a stagnation of the Mexican economy.

Some indicators of economic activity have shown deterioration in his latest reports, but “we are not yet in a situation of recession,” said Rodrigo Mariscal, chief economist of the Ministry of Finance and Public Credit, one day after the data on gross domestic product (GDP) is released for the first quarter of 2025 and that, according to timely information, it would be confirming a stagnation of the Mexican economy.

Today, the National Institute of Statistics and Geography (INEGI) publishes the final Gross Domestic Product data. For the sake of narrative simplicity, it will be said that Mexico has escaped a technical recession; those who use this vague definition take into account two consecutive quarters of negative economic performance, but they usually don't know whether this refers to the quarter-over-quarter figure or a year-over-year comparison. More …

Steve Cohen on Markets, Doubt, and Trusting Your Process | The Acquirer's Multiple®

During his recent discussion with Jawad Mian at the 2025 Sohn Investment Conference in New York, Steve Cohen was asked, “Are we in a recession or not? Is this a bull market or a bear market?” His take is measured. “God, if you asked me that question a week ago, two weeks ago, I might have given you a slightly different answer… but it’s still— I look at it pretty simply… we’re not in a recession yet.” That said, “we think it’ll probably be, you k…

Saving is a habit that not everyone has but that is very necessary to have resources in emergency situations. Savings also have a function that can be investment and thus have returns from these. [...] The entry How to save 700,000 pesos in four months by earning the minimum? was first published in Tropicana Colombia.

Mexicans have enough savings to face an economic recession, said an official of the Ministry of Finance, who also considered it “adventure” to say that the economy is in recession. The Mexican article has enough savings to face an economic recession appeared first in: 88.9 News.