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Jan 28
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$47.06
$43.69
-7.2%
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LONG
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Ram Ahluwalia
CEO, Lumida
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Ram states he has "never owned so many international stocks before" and specifically mentions Chile is "running circles around the US." US valuations are stretched and political risk is high. Emerging markets (specifically commodity-rich nations like Chile) offer better value and leverage to the resource boom without the US tech premium. Long International/Emerging Markets. A strong USD crushing emerging market debt holders. |
Unchained (Chopping Block)
Gold to $12,000 or ‘Sell Gold Today’? – Bits ...
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