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Cluseau Investments
Cluseau Investments2025年10月28日
Beautiful day to be long Argentina banks. Lot of crazy moves today, I'd be surprised if the rally continues for the banks, but on the flip side they are still down heavily YTD and a lot of people will think "they have room to go" now that Milei's victory removes a lot of crisis risk. Pretty bizarre day though, small cap value was down, but some of the worst sectors like BDCs were up big.
我沒有勇氣。
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