Brazil

Regions strategist on 2027 AI capex: "about a 50% growth rate over what's projected"

10 calls: why stocks offering less than bonds is the 2027 debate, why a 5.50% 10-year yield can still be fine, and why emerging markets are a magnified…

Oct 10 • Scuttlebutt

Kopernik CIO on Ukraine land: "80 to 90% discounts to what you would find in the Midwest"

14 calls: Why today's US market looks like 1972, why Korean phone companies at a third of book beat Verizon, and how Kopernik bought Chinese nuclear…

Sep 26 • Scuttlebutt

Brazil's Inter grows 30% a year and trades at 8x earnings — Chit Chat Stocks

14 insights: Only 7% of Brazilian households have a mortgage, why he is short airlines and long airports, and the reason Argentina does not even qualify…

Sep 17 • Scuttlebutt

David Hauner: Treasury buybacks help emerging markets whether or not they work

7 calls: Why three Fed hikes would not be a game-changer for emerging markets, the high-yielders he wants carry in, and the credit spreads he would…

Sep 15 • Scuttlebutt

Peter Millard: data centers are toxic in US races and a selling point in Brazil's

3 takeaways: The data-sovereignty argument Lula is running on, why Washington's move against the Pix payment app helps him, and where Brazil's…

Sep 2 • Scuttlebutt

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts