Brazil Stocks
Brazil InvestorFormer Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 180 | Subscribers | Read | brazilstocks.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The spell backfired on the sorcerer #IBOVESPA
In recent days, the global financial system experienced a shock of unusual proportions. It wasn’t a stock market crash, nor a liquidity crisis—it was the revelation of an artificial intelligence model capable of autonomously identifying tho...
Brazil Value Talks: Adriel Moreira
Multiplied Invested Capital by 2x in 1 Year
Rise by osmosis #IBOVESPA
Before any analysis, it’s worth explaining the title. I use the metaphor to describe a passive movement, without intrinsic merit, driven by an external force: the pressure of short sellers who need to cover their positions. The market doesn...
Planetary gambling #IBOVESPA
When uncertainty becomes a commodity and gambling starts competing with investment, the line separating the market from the casino begins to disappear. That’s what today’s text, written by my collaborator Alberto Dwek, shows.
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Authors
The writers behind this newsletter.
Brazilian. Former Morgan Stanley Research. 20 years investing in Brazil Stock and Bond Markets.
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