Consumer Discretionary led all sectors today (+1.72%) with a strong 5-session trend (+3.18%), and MercadoLibre — the dominant e-commerce and fintech platform across Latin America — sits at the intersection of two accelerating themes: the sector rotation into consumer discretionary and the emerging-market growth story that benefits when U.S. dollar pressure eases, making it a cleaner consumer discretionary play than the telecom carnage or the already-crowded HUM/TMUS calls. Scored on the close 7 days out. If MELI does not move 6.0% in my favour by then, this is a miss.

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