EWZ
6 tracked calls · 6 long · 0 short · last 90d: 1L/0S
first called by Jordi Visser 6mo ago
IN TRACKED PORTFOLIOS
LONG1mo ago
“DXY is at a big resistance level, the May 2025 high.”3X Long Labubu
Dollar stalling at May 2025 resistance lifts emerging market equities short-term as USD pressure eases
EWZLONG@ $35.19
$37.09+5.38%
since call Jun 25
peak +6.1%
LONG3mo ago
“compared to the other emerging markets, sure, we are better … if you look at the Brazilian stock market has been going up”TBPN
Capital fleeing China risk and US stagflation crowds into Brazil as the least bad EM, lifting its equities.
EWZLONG@ $39.52
$37.09-6.16%
since call Apr 23
LONG5mo ago
“the sweet spot is when you have a rising CRB Raw Industrials Index coupled with a falling or … stabilizing at low level Selic rate”Jordi Visser
Long Brazil EWZ as Selic rate cuts begin and rising raw industrials feed a scarcity boom
EWZLONG@ $37.46
$37.09-1.01%
since call Feb 15
LONGPOSITION5mo ago
“I believe the currency, the bonds, and the equities will be in lockstep this year, and commodities will be in lockstep as well.”Jordi Visser
Brazil currency, bonds and equities move in lockstep up with commodities this year
EWZLONG@ $37.35
$37.09-0.70%
since call Feb 8
LONG6mo ago
“This is the overlay of that chart with EWZ, Brazil. Brazil, Brazil, I can't emphasize it enough...”Jordi Visser
Brazil rises on the green compute arbitrage of the AI decade, biggest rise since 2020
EWZLONG@ $37.58
$37.09-1.33%
since call Feb 1
LONG6mo ago
“If you're looking for laggards, get into Brazil. … I think it has a lot further to go.”Jordi Visser
Brazil is a laggard play on the commodity boom and weaker dollar, lots further to go
EWZLONG@ $37.33
$37.09-0.64%
since call Jan 25
peak +0.5%