Brazil and the Creation of a Natural Currency Hedge
“Brazil is a complex country, not a country for beginners.” – Tom Jobim Long-term global investors that choose to invest in Brazil understand Tom Jobin’s quote quite well. These investors have gained expertise, built teams on the ground, and have made money. They may...
A Message from Captain Obvious — “A very slow-witted individual who states the most obvious thing”
Sometimes, something is so obvious that it fails to be noticed. In this newsletter, we explore why investing in Brazil Farm Finance makes sense due to the importance of agriculture in Brazil, dollar-based transactions (no currency risk), and partnering with the right team to execute.
“The Thrill is Gone” & Currency Hedging
B.B. King’s “The Thrill is Gone” takes us on a journey to Itta Bena, MS where we gain perspective on the Brazilian currency and potential hedging strategies for USD investors.