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Strategies & Market Trends : Brazil
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To: Michael Burry who wrote ()1/14/1999 6:21:00 PM
From: yard_man   of 7
 
Looks early, but then again it always does when you buy something beaten up -- I'm thinking about "guilt by association."

I bought some CH fund yesterday and today. Very small amount, but prepared to buy more if the whole region gets thrown in the dumpster -- I called today and CH was trading at a 25% discount to NAV and it goes with my theme for a sinking dollar -- commodities.
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