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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (9162)	9/10/2006 12:06:03 PM
From: Seeker of Truth	Respond to of 217689

Hi Elmat, I don't understand, If somebody "gets out" of anything, be it oil or a metal or anything else, there has to be an exactly equal amount of money "getting in" otherwise no sale. Isn't that so? Yet there probably is lots of "new" money going into Brazilian real estate. As I understand it any foreigner can go to Brazil and buy real estate. But he/she may not buy Brazil listed real estate stocks. Only Brazilians can buy those.

To: elmatador who wrote (9162)	9/12/2006 9:11:30 PM
From: THE ANT	Read Replies (1) \| Respond to of 217689

El Mat.I think the recent down days in the Brasil mkt are silly and miss the point.Brasils central bank rate is around 14% with near zero inflation.If the commodity bubble has peaked(I think it has for the forseeable future)then interest rates in Brasil have that much further to go down and this should be a much more powerful force on the upside than commodities are on the downside.That being said I think a US recession is coming and if it is severe enough the mkt upside from a fall in rates in Brasil may be offset by the pressure from falling world mkts.Still I again think for interest rate reasons Brasils mid term future is better than other emerging mkts.Over the long term I think the Eastern Europeans are making reforms much faster than Brasil and should do better unless Brasil gets its act together.