As brutal as it was flight to "quality" of US Treasuries with 1 trillion deficit as a collateral is ending. All emerging market is different from 1998, some of its parts are particular strong now. My love is in Argentina with risky TNR Gold TNR.v play, but Brazil is the place to move continent forward. Once fear of Default in places like Argentina will come down and stability will returns to commodities play this Farm of the world will get its share of excitement again.Sunday, November 09, 2008
Brazil EWZ Engine of Growth in Soutn Americas is coming back.
As brutal as it was flight to "quality" of US Treasuries with 1 trillion deficit as a collateral is ending. All emerging market is different from 1998, some of its parts are particular strong now. My love is in Argentina with risky TNR Gold TNR.v play, but Brazil is the place to move continent forward. Once fear of Default in places like Argentina will come down and stability will returns to commodities play this Farm of the world will get its share of excitement again.
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