Small Cap Bargains in Brazil
Daily Reckoning·2026-02-25 23:00
Small Cap Bargains in BrazilIt has been exactly 1 year since I wrote our first bullish piece on Brazil.The thesis is working out well so far.The Brazilian ETF we like (EWZ) is up 54% over the past 12 months.And in January, Brazil got a huge endorsement from hedge fund legend Stanley Druckenmiller. Via Yahoo Finance:Billionaire investor Stanley Druckenmiller’s investment firm built a substantial position in Brazilian stocks just before a major market rally in January.Duquesne Family Office acquired approxima ...