Reletter
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Brazil Stocks

Brazil Investor

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues185Founded3 years agoLast Issue6 days ago
Active

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Latest Issues

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I woke up this morning to news that, for those who have followed markets for decades, has the unmistakable scent of a turning point: Iran was reportedly considering a US proposal to end nearly ten weeks of war. Trump, true to form, wasted n...

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Over the decades of following the markets, you learn that the greatest financial decisions are rarely born of ignorance — they are born of emotion. I’m talking about situations in which I want to lead with enthusiasm, with a narrative narra...

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The illusion of growth #IBOVESPA

Growth is one of the most seductive words in the vocabulary of financial markets. Analysts chase it, executives promise it, and investors pay generous premiums for it. The problem is that most people who talk about growth have never bothere...

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  • Brazil Investor

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

  • Frequently Asked Questions

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