Weekend Digest #292 (Brazil, Profit-Taking Time On Banks, Buy & Hold Moves)
2024's penultimate digest. Merry Christmas everyone.
Summary
Brazil approaches 20-year lows. Is it finally a buy?
I have reduced my exposure to U.S. banking shares as I believe the rally is largely played out.
Some thoughts on Fed policy, interest rates, and impacts to various portfolio holdings in 2025.
Buy and hold purchases this month, including a healthy dose of food & beverage companies, Mexico, and IT c…
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