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Brazil Stocks

Brazil Investor
Tens of paid subscribers

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

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues232Founded3 years agoLast Issue4 days ago
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Latest Issues

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Chapter 4: Philanthropy Roundtable

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Yesterday, I talked about the “laboratories”—the star players who have yet to prove they can actually score goals. Today, I’m shifting to the other side of the field: those who are building the stadium itself. The market’s second major ques...

9 days ago
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Poor Charlie’s Almanack

Chapter 4: Investment Practices of Leading Charitable Foundations

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The doorman of the hall #IBOVESPA

When I read the report that Deutsche Bank published this week on superintelligence, I felt a certain comfort. There it was, in a different outfit and with a lot more ammunition, an idea that I created in May 2024 in the post “Only enter wit...

16 days ago
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The Fed lost its accomplice #IBOVESPA

Since Kevin Warsh joined the Federal Reserve this spring, he has made it clear that he would not offer clues about his next moves. He summed up his philosophy using a football analogy: an investor should watch the ball, not the referee. In...

18 days ago
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  • Brazil Investor

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

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