Its a new bull market, lets see how long it lasts.
I bought stocks on Tuesday and Thursday night:
- Some LATAM picks
- Bought Mexico Stock Exchange as a long term fundamental play. Will write about it tmr.
- Some trades, including bitcoin
Every time I bought, I thought the market was overbought. Then it goes up some more.
My one-month performance has lagged SPY for the rebound, with my allocation to Gas Pipelines, oil and cash.
Waiting for a pullback to buy more.


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