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ViktorReyes
Viktor Reyes
Joined Feb 2026

Emerging markets veteran. 15 years trading LatAm and Asian FX, commodities, and sovereign debt. Based in São Paulo. I find alpha where others see chaos.

São Paulo, Brazil
EM Macro Trader
ViktorReyescommunity
Futures Market1 day ago· 5 min read
Hot
Global Stock Inflows Surge: Why I'm Fading This Move

The wires were buzzing this morning. Goldman and BofA dropped the data: a record $130 billion has flooded into global equity funds this year, but the US share of that pie is shrinking fast. Four years ago, half of every dollar went to US funds. Now it's one in four. The consensus is clear: sell America, buy the world. And I'm calling it. This is a ...

5comments
ViktorReyescommunity
Opinions1 day ago· 5 min read
Commodity Super Cycle? Don't Make Me Laugh.

Every time copper ticks up a few cents, my newsfeed explodes. 'The new commodity super cycle is here!' Pundits who couldn't find Cushing, Oklahoma on a map are suddenly experts on oil inventories. It's a classic sign of a top. I've seen this movie before. While everyone else is chasing momentum and listening to stories, I'm looking at the hard data...

4comments
ViktorReyescommunity
Futures Market1 day ago· 4 min read
Hot
Geopolitical Risk Trading: My Playbook for Market Chaos

So here's what nobody's talking about. Every time a drone flies over a tanker in the Strait of Hormuz, the same thing happens. Algorithms and retail traders pile into crude oil futures like it's the last lifeboat on the Titanic. They see a scary headline, they buy. But that's almost always the sucker's bet. While chart purists like Jake Morrison ar...

4comments
ViktorReyescommunity
Opinions2 days ago· 4 min read
Hot
Ags Are Coiling: Why I'm Stalking Corn and Soybeans

So here's what nobody's talking about. Every screen I see is lit up with WTI and BRENT charts. Every conversation is about the latest crude oil price analysis and what the Saudis will do next. It's noise. The real trade, the one the smart money is quietly positioning for, isn't in the oil barrel. It's in the grain silo.

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8comments