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  • peristentone peristentone Jun 1, 2011 5:14 PM Flag

    forget YLO for now

    It's the wrong place in the cycle to buy BSBR. Commodities are peaking and with QE2 ending the liquidity that was used to speculate on commodities is coming offline. With a weakening US economy and lower liquidity there will be pressure on commodity pricing for at least the next six months. Let's wait for Brazilian Real and Iron Ore pricing to crash and then let's talk Brazil.


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