A hot war has created hot commodity prices. Wheat was a big gainer this week, but also oil and non-ferrous metals took off.
Brazil has shown strength this year as its relative strength outperforms many sectors.
Healthcare companies such as our favorite BMY have a made a huge comeback this year.
Selling continues everywhere else, especially hot stocks of the last few years such as MELI and SE. China shows no signs of strength either.
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