偶像派作手
@oxpsats
我只是一个偶像派作手/全球跨市场跨资产投资/我的视频播客：
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加入 June 2021
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巴西
A consequential night for Brazil.
Brazil’s next chapter could be extraordinary, in my view.
An important reminder:
Brazilian stocks rose nearly 19-fold during the last major bull cycle.
And much of that happened under Lula.
Now imagine another commodity boom with a much more supportive political backdrop.
Game on.
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