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Brazil Bonds

Brazil Investor

25 years of Brazil Bonds Investing. Not investment advice

Platform
Substack
PricingFreemiumPublishesWeekly
Issues72SubscribersRead brazilbonds.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Rating Actions and Market Reaction: How to Trade (or Not) Around Downgrades

A pragmatic framework for reacting to negative credit agency news

5 days ago
1
0
Paid

Tax and Reporting for Brazilians Holding USD Corporate Bonds Offshore

The tax reality that changes net returns (and how to document it)

12 days ago
1
0
Paid

Reading 6-Ks and Local Filings for Early Warning Signals in Brazilian Issuers

Which disclosures matter and how to turn them into portfolio action

19 days ago
1
0
Paid

Bond Liquidity Mapping: How to Measure If You Can Exit a Brazilian USD Position

Practical metrics to assess tradability beyond quoted yield spreads

a month ago
5
0
Paid

Authors

The writers behind this newsletter.

  • Brazil Investor

    Brazilian. Former Morgan Stanley Research. 20 years investing in Brazil Stock and Bond Markets.

  • Frequently Asked Questions

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