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...
Brazil, Chile, and The Search for a Latin American Oasis
With Chile sieged by protests, does a Latin American Oasis still exist? Could it have moved next door to Brazil? While perhaps not an obvious oasis at first glance, Brazil is early enough in its economic recovery that it just may be an oasis for global opportunistic investors.
The Constitution, Checklists, and Leadership of the Free World
What type of leader is necessary to lead free world economies in this day and age? Could a checklist of qualifications for leaders help ensure the success of the democratic capitalistic model?
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.
Corruption Crackdowns and Opportunistic Investments in Brazil
Large-scale corruption crackdowns in Brazil and growing disgust with traditional corrupt politicians drive a new direction in the country’s political order. As corruption works its way out of the system, unique opportunistic real estate investment opportunities arise for smart global investors.
Uncle Mauricio Comes Home – Brazil’s Individual Investor Returns to Real Estate
Emerging markets can be considered volatile (negative perception) or opportunistic (positive perception) at certain times of the cycle. It is clearly important to understand the underlying big themes that are driving the market’s behavior and perceived reduction of
The Pendulum Swings – Brazil’s Economy Starts to Rebound
A snapshot of Brazil´s economic shift, from the depth of the recession to the change in outlook and current economic momentum. Proactive strategies for deep value real estate investors at this time in the cycle.
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.
“The Revolution Will Not Be Televised” – Civic Capital in Brazil
Using Gil Scott-Heron’s poetic genius as an introduction, we discuss how Brazilian society is changing and how this creates investment opportunities.
What if Ronald Reagan was from Rio? Why Politics Matters in Emerging Market Real Estate Investing
Ronald Reagan is not from Rio, but if he were it would be an important fact. This newsletter provides a summary of why politics is important in emerging markets.
Secret Santa Gift from A New Best Friend, Michel Temer, President of Brazil!
Secret Santa is a great tradition! This newsletter covers Michel Temer’s Secret Santa Gift of 2016: a constitutional amendment which limits government spending and assists Brazil’s forward yield curve . Happy Holidays!
Brazil, Is the light at the end of the tunnel a Clear Path or an Oncoming Train?
The objective of this newsletter is to provide a perspective for global real estate investors about Brazil real estate investment opportunities after what appears to be a likely impeachment
