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since Jan 27, 2025
agriculturals
beyondta
brazil
farmland
fundamental
indicator
investment
movingaverage
slc
slc3
thesis
trendanalysis
usa
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Executive Summary We are overweighting SLC Agrícola (SLCE3.BZ) over U.S. agribusiness stocks (BG, ADM, MOS, CTVA, FPI) in the current macro environment. The key drivers are: Geopolitical arbitrage (Trump-Russia détente benefits Brazilian exporters more than U.S. firms). FX tailwinds (weaker USD boosts BRL-denominated farmland values). Commodity cycle...
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No market structure break on the daily. Without a daily structure break, it is not a major correction. I expect additional falls.
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