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If I'm right about the 2018 presidential and congress elections, where the Bovespa will be in 2023 (the end of the first term) could be something so ridiculously high, you would look like a madman if you said that in public. But that was the same thing in 2003 in Brazil (7 bagger) or 2009 in the...

In terms of borrowing, I'm referring to private sector borrowing. The public sector is reaching its limit, thats why they are pulling back. But the private sector could still borrow a lot more, the biggest impediment is the high cost of borrowing. If you implement reforms that cut down those...

In the US we saw real rates collapse a lot since 2006/2007/2008 to today. Both risk free and risk rates. The same potential exists now in Brazil, especially when you consider that Brazil is still with a lot of fat to burn left in terms of Dalio's 'long-termdebt cycle'. So a lot of borrowing can...

With regards to gold, I might have to re-buy IF the Trump disruption starts to give gold a bid. Will have to play it day by day, a lot of what is going on is the market trying to sort things out, it might take a while for things to catch a trend and people to figure out how things should be priced

EMs and EWZ tanking some more, today and perhaps over the next few days that is likely to be that last opportunity for folks who missed the rally to get in, specially because the risk of a currency decline has decreased, given that it already happened. Trump is trumped by the catalysts that...

BRKB going bonkers. Wish I had bought more. Going to continue to roll over put writes as well keep my shares I bought at $125 and $146

Yup. Its the thing that Shiller talks about on his book Animal Spirits, stocks go wild up and down around fundamentals

Brazil only does 15% of its trade with US, and I doubt Trump will do much to decrease that

EWZ, decent correction. Although, this is not truly a correction because its mostly due the currency. The index is not down that much. But I started to add some

Took down exposure from 10% in GLD and gold stocks to 6.5%. Will go back to original exposure when things look more bullish. Its looking like Trump will be negative for gold due a rise in optimism for growth. That might fuel more rate hikes as well increase the cost of holding gold (since you...

I'm using this GLD and gold stocks multi week bounce to sell a bit to a point where I wouldnt mind a drop. Buying some staying power in case Trump+Fed send it lower

Both Republican and Democrat sweeps have been good for stocks Republican more so http://www.dailywealth.com/3397/stocks-soar-when-republicans-control-it-all

I like the idea. But if I were to venture into markets I know little about, I would certaintly use an ETF or index. Stock picking is already hard, in unknown markets it will be even harder. I'm not looking around to buy these because I already got my EM plate full with Brazil risk I would also...

You guys remember "darkhorse"? It was an ET dude who used to attack me and pretty much anyone who disagreed with his 'brillance' in this thread. He said Trump had a 2% chance to win and was going to be terrible (and he kept saying that for like ages). Trump won, he took down his twitter...

As traders and investors we are wrong constantly. As a result we learn we have to be nimble, humble and flexible. Most people can be wrong all their lifes without any check and balance. The beauty of this election is that the avg person, journalist, pundit got shoved in their face how easy is to...

Markets are going from "Trump is terrible" to "Trump is Romney reincarnated, good for business"

Markets figured it all out very quickly, didnt even get a chance to buy much

Only hedges that are working are cash, gold and of course, shorts. But shorts are tough so I'm glad I stuck with gold

http://www.cnbc.com/2016/11/09/after-paying-out-early-on-a-clinton-win-trump-victory-costs-irish-bookmaker-5-million.html Biggest winner of Trump election, paddy customers. Both Hillary and Trump bettors got paid

Could indexation/ETFs and low trading costs be making things worse for investors? Its leading people to try to time the market, even more