Reletter
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the wolf of wall street (lower case)

David Wolf

A macro market newsletter written by a market maven to help you make money and have fun, with no surprises..

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues260Founded4 years agoLast Issue7 days ago
Active

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Latest Issues

B(razil)listic! Why the market took off last week

The Brazilian markets have gone ballistic.

As discussed in last week’s post, Flávio Bolsonaro, whose father, former President Jair Bolsonaro, is serving a twenty-seven-year sentence for plotting a coup, faced off against incumbent Luiz Iná...

7 days ago
9
3

Judicial Interference In Brazil’s Election...Did It Just Backfire?

A Debacle of a Debate

The Brazilian Judiciary blatantly interfered with Sunday’s Presidential Election.

In a country where politics gyrates more than a Carnaval queen dancing samba or a Ronaldinho Gaúcho dribbling a defender, last we...

14 days ago
4
1

Treasuries: From Bloodbath to Bond Math

A Bloodbath

Doomers have long warned that US fiscal profligacy would eventually lead to a “failed” Treasury auction. That’s almost impossible because Treasuries, even in the most volatile times, are money; it’s the price of money tha...

21 days ago
3

Brazil America: A Tale of Two Democracies

The food truck project with Nestlé

Believe it or not, I ran a food truck business in Brazil. It was called Brazil America Trucks. We not only operated a food truck for Nestlé, but we also built a six-truck rental business.

I chose the nam...

a month ago
16
5

Hot, Hot, Hot

Still Stuck in the Labyrinth

In last week’s post, I used the myth of King Minos and the Minotaur as a metaphor to describe the labyrinth where Fed Chairman Kevin Warsh is trapped. We will revisit that same imagery this week.

A C...

a month ago
6

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  • David Wolf

    Born in Washington, DC. BA in Philosophy, Williams College. Resident of São Paulo, Brazil. 35 years trading, including Armor Capital, Lentikia Capital, Unibanco, Black River Asset Management, Cargill Inc., PaineWebber Inc.

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