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I’m long brazil but not long enough..
And despite all the skepticism: Brazilian stocks are setting the stage for what appears to be a historical breakout on the monthly chart. Latin America is currently undergoing a structural change, and this is likely the beginning of a significant move, in my view.
Oil stocks probably continue to get hammered in the short term but have huge upside over the next 5 years
Gold is going to 6k in the next few years, really need a 20%+ pullback on the way there
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