Section
Brazil
412 posts
Central Banks Giveth, Central Banks Taketh Away
Two articles published within a few weeks tell a compelling story of cause and effect. The first by…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Goldman Recommends Companies with High Sales Exposure to BRICs
Goldman Sachs recently put out a report, and continue to follow it up, in which they aggressively recommend…
Canada on the Cusp of Something Big - Forget about inflation for now
Canada is on the cusp of something big. A boom in commodities means Canada will outperform the US…
Jim Chanos vs. Ken Fisher on China
Jim Chanos, CEO, Kynikos, the markets' biggest short seller, says his skepticism about the China miracle is growing,…
George Soros: Reduces Potash and PetroBras, Increases Convertibles
MarketFolly.com reports that according to 13F filings, George Soros' Soros Fund Management made some notable changes to its…
Bespoke: BRIC countries continue to surge
Bespoke Investment Group, who do a brilliant job charting, have put together the year-to-date look at BRICs vs.…
BRICs, Canada Showing Relative Strength
It appears that the countries with either the healthiest banking and financial systems, or strongest economic growth fundamentals,…
