Brazil’s Economy – Stuck or The Next Chapter?
Six months into Bolsonaro’s presidency, are things looking up in Brazil? This newsletter examines the current economic and political moment in Brazil and points out where opportunities lie for opportunistic global investors.
Who is John Galt? Free Enterprise in Emerging Markets
A philosophical discussion about free enterprise in emerging markets. The story starts in Venezuela and examines the good, the bad, and the ugly of free markets and whether there is any other solution.