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

To: elmatador who wrote (53137)	8/5/2009 4:48:53 AM
From: Haim R. Branisteanu	1 Recommendation Read Replies (1) \| Respond to of 218109

TO ALL a reminder (recipient e-mails erased) A reminder for all related to my recommendation of February 2009 with a one year horizon Gains on a conservative 1 to 10 leverage CAD from 0.79/USD to 0.93/USD 177% AUD from 0.65/USD to 0.841/USD 295% BRL from 2.35/ USD to 1.825/USD 290% Now all the baboons are piling up to push a high price HIGHER Best Regards Haim -------------------------------------------------------------------------------- From: Haim R. Branisteanu Sent: Wednesday, February 18, 2009 7:05 AM To: Subject: Buying the Brazilian Real After the recent emerging markets debacle and signs of China stabilizing and US facing more trouble ahead there is an attractive opportunity in buying Brazilian Denominated assets or the BRL outright. The currency after hitting 2.5 to the USD is recovering and forming a base. Brazil is a huge country with a wide base of commodities including a major producer of grains, sugar and soy all commodities whose demands will grow with worldwide population growth of around 3%+ Add to this the recent draught in China and financial debacle in Russia, Ukraine and E. Europe demand for agricultural commodities will grow by end of summer when supply of the Northern Hemisphere will fall short of consumption. By then the world economies may show signs of life and the anticipated G-20 will bring to the fore the demise of the USD and the push to a multi-polar FX environment. More so the efforts of the IMF to stabilize developing countries will put pressure on the Yen and also in the USD which will print with abandon to avoid a deeper recession. Therefore inflation is in store and this is the only realistic remedy to save the mark to market of RE mortgages which in turn will increase banks equity – all on paper. On the other hand oil production will be curtailed to rise into the range of $60 which will add to the cost of fertilizers and inflation in general. This will prop up the prices of commodities and as a result the commodities currencies including the BRL, CAD and AUD Best of luck Haim