public
Brazil April Wrap-Up
After a solid start to the year and the recent sell-off, Brazilian stocks tumbled 10%, while the EWZ stumbled 14% in April — ended the month +16% YTD, though.…
Brazil
4 posts
public
public
🇧🇷 Fading Momentum🔻
🇧🇷 Fading Momentum🔻
With interest rates potentially starting to point to a stabilization and strong
FX appreciation, the environment for risk-taking…
public
Food for Thought #12
Today’s outline
* Tale of Two Realities
* Lost Decade
* Secret Sauce Recipe
* Reality Check
* In case you missed it (Pix,…
public
Brazil March Wrap-Up
If you enjoy Daily Crunch posts and would like me to do more, or find value in
this newsletter project,…