Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com
Brazilian stocks had an important inflection point today.
On a longer horizon, the chart setup looks exceptionally compelling.
This theme is shaping up to be one of the defining macro trends of the decade.
Very early innings in my view.