public DailyCrunch • 6 min read 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.…
public DailyCrunch • 4 min read 🇧🇷 Fading Momentum🔻 🇧🇷 Fading Momentum🔻 With interest rates potentially starting to point to a stabilization and strong FX appreciation, the environment for risk-taking…
public FoodForThought • 7 min read 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 • 4 min read Brazil March Wrap-Up If you enjoy Daily Crunch posts and would like me to do more, or find value in this newsletter project,…