
Coiled Spring & Defensive Value (guests: Lyn Alden, Kuppy)
The Market Huddle
The Bank of Brazil, Is It Likee?
With so much capital shoved into, you s equity markets, i think we're near the kind of end of that cycle. If capital starts finding the nasdak to be a less desirable place to continue holding, it starts looking elsewhere at other valuations and other opportunities. This is one of brazil's biggest banks. It just showed that during this whole decade of, you know, strong dollar, a weak oil, a stagnation of emerging markets, you've had this long consolidation in this bank. One thing worth pointing out, as for the last time they had a gigantic bottom, was a,. you know, that that 20, 15, 20 16 period.
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