Market review 23.11.26

An update on Metals, LatAm, and Shippers

Hello everyone,

Today, I want to revisit a blog post from one month ago on materials, shippers, and Latin America. As was shown in that post, these three areas are somewhat related.

There’s been some excellent follow-through over the past month. When looking at the overall Asset/ETF leadership board, Brazil (EWZ) and Steel (SLX) now stand out.

In addition…