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BTG Pactual IPO = World Cup Fever
Can you feel the excitement? Don’t kid yourself, this has World Cup Fever written all over it–BTG Pactual is going for the gold. Here’s an exercise: drop “André Esteves” with the word, “star” into...
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The Brazil Risk Checklist: Questions Nobody Wants to Answer
Let’s get straight to brass tacks. Everyone loves investing in Brazil’s economy, everyone loves Brazilian Samba, everyone has World Cup Fever. How can it go wrong? What if World Cup infrastructure...
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The other currency war: Mexico vs. Brazil
Is uncertainty better than negative certainty? This is the basic premise behind some rather unsettling charts that Business Monitor International recently put together showing the Mexican...
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Latin America Infrastructure Project Finance: the top 100
Brazil, Mexico, Peru and Colombia account for two-thirds of the top 100 infrastructure finance projects in Latin America this year, which collectively will total nearly US$200 billion, according to a...
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Run for Cover: Brazil’s credit blowout has officially begun
Moody’s downgraded eight Brazilian banks, bringing them in line with the country’s sovereign rating. The broad problem they all share, in a nutshell, is twofold: slowing economic growth and lower...
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Olympics and World Cup effects on Brazil’s economy and FX
This is an impossible question to really ever answer definitively but I’ve been wanting to try for a while now. And it seems that Goldman Sachs has beaten me to the punch, at least partly—they’ve...
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US Sports Market Segmentation and the Insurgent Armchair Quarterback
Anyone even remotely conscious of the US sports market knows that football long ago surpassed baseball as the national pastime. How far ahead has it pulled? From Hambrecht’s recent US Professional...
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Basic Strategy For Hyping An Investment Trend
I’ve seen this happen so many times, I could teach a class on it: Take a small data sample of something that confirms the view you’re determined to promote; Regardless of how rigorous the methodology...
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