Brazil: An Ocean Of Losses - Swimming Naked When The Tide Went Out...
Andrew Hecht - at Seeking Alpha - Tue Feb 10, 5:21AM CST
FBZ: 13.92 (unch), PBR: 6.98 (+0.44), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Gold Turned Upside Down
Joseph Calhoun - Seeking Alpha - Sat Feb 07, 10:21AM CST
By Jeffrey P. Snider After having been subjected to the serious temper of the "dollar" for much of the past few years, with requisite calm periods interspersed, the Brazilian economy is finally reaching the epic inevitability of it all....
FBZ: 13.92 (unch), SGOL: 120.32 (+0.59), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), OUNZ: 12.26 (+0.06), GLD: 117.98 (+0.64), UBR: 25.68 (+0.84), IAU: 11.89 (+0.06), DBBR: 12.77 (+0.26), AGOL: 121.01 (-0.19), EWZ: 35.05 (+0.57)
Latin American Corporate Finance: Is There A Dark Corner?
Otaviano Canuto - Seeking Alpha - Fri Feb 06, 12:26PM CST
Since last year there has been much talk of possible financial stress stemming from increased debt leverage in non-financial corporates of emerging markets economies. A recent study has brought to light some key evidence on the Latin American case ...
FBZ: 13.92 (unch), EPU: 30.81 (+0.36), EWW: 59.10 (+0.32), EEM: 40.67 (+0.46), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UMX: 33.52 (+1.32), VWO: 41.78 (+0.42), ECH: 41.02 (+0.50), EWZ: 35.05 (+0.57), ICOL: 17.45 (+0.22)
Recession Ahead For Brazil?
Global Risk Insights - Seeking Alpha - Wed Feb 04, 1:34PM CST
With fiscal adjustment in progress, Brazil’s new Finance Minister announces a trimester of negative growth. However, adverse conditions in the international economy and a severe energy crisis raise concerns over whether 2015 is bound to be a...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), BRAF: 8.01 (+0.42), BRXX: 9.86 (+0.20), BRAZ: 9.39 (+0.06), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), BRF: 18.11 (+0.17), EWZ: 35.05 (+0.57), BRAQ: 12.43 (+0.14), EWZS: 12.18 (+0.19)
Caveat Emptor: The 7 Most Underperforming 3x Leveraged ETFs Over The Last Year
Force Majeure - at Seeking Alpha - Mon Feb 02, 9:37PM CST
BRZU: 7.37 (+0.36), UNG: 14.22 (+0.34), RUSS: 11.59 (-0.81), DSLV: 50.26 (-4.39), ERY: 17.74 (-1.21), GDXJ: 27.00 (+0.38), DGAZ: 7.10 (-0.49), GLD: 117.98 (+0.64), UGAZ: 2.97 (+0.18), DUST: 13.46 (-0.20), RSX: 18.05 (+0.39), SLV: 16.54 (+0.39), EWZ: 35.05 (+0.57), GDX: 21.26 (+0.11), JDST: 8.63 (-0.38), XLE: 82.04 (+1.70)
Brazil's Painful Return To Orthodoxy Favors Bonds, Not Stocks
Mehran Nakhjavani - Seeking Alpha - Fri Jan 23, 12:48AM CST
After being humiliated by mega scandals, the chastened and newly-re-elected President Dilma Roussef has promised change. And change has come in the form of market-friendly Finance Minister, Joaquim Levy and an unshackled monetary policy committee...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Peak What? The Quadruple D - The End
The Nattering Naybob - at Seeking Alpha - Thu Jan 22, 7:16AM CST
EWI: 14.44 (+0.05), EWG: 29.19 (-0.01), DFE: 55.11 (+0.16), EFNL: 34.38 (+0.12), EMES: 55.25 (+1.80), DBEU: 28.01 (+0.11), EWD: 33.52 (+0.29), EUDG: 23.31 (+0.09), EWQ: 26.18 (+0.03), EWP: 34.41 (+0.42), EWO: 16.04 (+0.08), EWN: 24.91 (+0.08), EWL: 32.82 (+0.02), EWK: 17.15 (unch), DXPS: 26.48 (+0.18), EIRL: 36.76 (+0.06), DAX: 27.55 (+0.02), DBEZ: 27.78 (+0.08), DBUK: 25.22 (+0.01), ASHR: 35.67 (+0.29), ASHS: 37.81 (+0.51), BKF: 36.77 (+0.31), ADRU: 23.27 (+0.13), EOX: 1.15 (unch), CLB: 112.18 (+3.65), CPE: 7.37 (+0.27), EDEN: 47.97 (+0.09), ENOR: 24.49 (+0.44),
The Curious Case Of Brazil's Closed Economy
Otaviano Canuto - Seeking Alpha - Wed Jan 21, 1:16PM CST
By World Bank economists Otaviano Canuto, Cornelius Fleischhaker and Philip Schellekens * This post is adapted from a version original published on the Financial Times' beyondbrics . Brazil's is an unusually closed economy as measured by...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Peak What? The Quadruple D - Part 2
The Nattering Naybob - at Seeking Alpha - Wed Jan 21, 10:22AM CST
EWI: 14.44 (+0.05), EWG: 29.19 (-0.01), DFE: 55.11 (+0.16), EFNL: 34.38 (+0.12), EMES: 55.25 (+1.80), DBEU: 28.01 (+0.11), EWD: 33.52 (+0.29), EUDG: 23.31 (+0.09), EWP: 34.41 (+0.42), EWO: 16.04 (+0.08), EWN: 24.91 (+0.08), EWL: 32.82 (+0.02), EWK: 17.15 (unch), DXPS: 26.48 (+0.18), EIRL: 36.76 (+0.06), DAX: 27.55 (+0.02), DBEZ: 27.78 (+0.08), DBUK: 25.22 (+0.01), ASHR: 35.67 (+0.29), ASHS: 37.81 (+0.51), BKF: 36.77 (+0.31), ADRU: 23.27 (+0.13), EOX: 1.15 (unch), CLB: 112.18 (+3.65), CPE: 7.37 (+0.27), EWGS: 39.75 (-0.04), EDEN: 47.97 (+0.09), ENOR: 24.49 (+0.44),
Brazil blackout sparks power rationing fears
Seeking Alpha - at Seeking Alpha - Tue Jan 20, 4:49PM CST
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), CPL: 13.01 (+0.33), CIG: 4.29 (+0.10), EBR: 1.81 (unch), UBR: 25.68 (+0.84), ELP: 11.83 (+0.51), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
The Spirit Of Brazil: Fighting For Its Economic Future
The Intercollegiate Finance Journal - Seeking Alpha - Tue Jan 20, 2:38PM CST
by Ethan Grant (click to enlarge) The narrow re-election of the populist candidate President Dilma Rousseff on Oct. 2 was a tentative vote of confidence in the government to manage the country's industries. Running on the promise of reduced...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Brazil Must Focus On Lower Commodity Exposure And Higher Foreign Direct Investment
Michael Grogan - at Seeking Alpha - Thu Jan 15, 6:57AM CST
FBZ: 13.92 (unch), SGG: 37.95 (+0.11), SOYB: 20.03 (+0.20), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), CANE: 11.70 (unch), JO: 29.81 (-0.02), UBR: 25.68 (+0.84), SGAR: 26.08 (unch), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57), CAFE: 20.95 (+1.13)
Global Outlook: The U.S., Canada, And Latin America
Foundational Research - at Seeking Alpha - Tue Jan 13, 12:06PM CST
FBZ: 13.92 (unch), BRZU: 7.37 (+0.36), BZQ: 84.80 (-2.79), EWC: 28.08 (+0.10), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), FCAN: 30.75 (+0.20), QCAN: 55.95 (+1.27), EPU: 30.81 (+0.36), SPY: 209.78 (+0.86), DIA: 180.34 (+0.50), ECH: 41.02 (+0.50), GXG: 12.19 (+0.25), EWZ: 35.05 (+0.57), ICOL: 17.45 (+0.22)
Peak What? Christmastime In Hell? Part 6
The Nattering Naybob - at Seeking Alpha - Tue Jan 13, 3:35AM CST
EWI: 14.44 (+0.05), EFNL: 34.38 (+0.12), DFE: 55.11 (+0.16), EWG: 29.19 (-0.01), EMES: 55.25 (+1.80), DBEU: 28.01 (+0.11), EWD: 33.52 (+0.29), EUDG: 23.31 (+0.09), EWQ: 26.18 (+0.03), FEP: 31.22 (+0.12), EWP: 34.41 (+0.42), EWO: 16.04 (+0.08), EWN: 24.91 (+0.08), EWL: 32.82 (+0.02), FEU: 35.83 (+0.27), EWK: 17.15 (unch), DXPS: 26.48 (+0.18), EIRL: 36.76 (+0.06), DAX: 27.55 (+0.02), DBEZ: 27.78 (+0.08), DBUK: 25.22 (+0.01), ASHR: 35.67 (+0.29), ASHS: 37.81 (+0.51), BKF: 36.77 (+0.31), ADRU: 23.27 (+0.13), EZU: 38.29 (+0.09), EWU: 18.91 (+0.09), EWGS: 39.75 (-0.04), EDEN: 47.97 (+0.09), FDD: 13.80 (+0.03), ENOR: 24.49 (+0.44), BZQ: 84.80 (-2.79), DBGR: 26.56 (+0.02), FEUZ: 32.37 (+0.11), EWUS: 38.93 (-0.11), EPV: 56.50 (-0.44), EPS: 72.96 (+0.21), FCG: 11.71 (+0.36), DIA: 180.34 (+0.50), ESTX: 46.67 (+1.43), BP: 41.93 (+0.59), EMB: 111.75 (+0.27), ERUS: 13.75 (+0.28), EUMV: 23.86 (unch), BRZU: 7.37 (+0.36), FEEU: 111.93 (+1.22), EURL: 33.01 (+0.29), DXGE: 29.14 (+0.01), CHIX: 15.66 (+0.09), CHIM: 14.70 (unch), CHIQ: 12.98 (+0.17), CORP: 103.79 (-0.25), CHIE: 13.11 (+0.02), CHII: 13.51 (+0.49), EPOL: 23.61 (-0.07)
Monthly inflation speeds up in Brazil
Seeking Alpha - at Seeking Alpha - Fri Jan 09, 7:18AM CST
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), BRAF: 8.01 (+0.42), BRXX: 9.86 (+0.20), BRAZ: 9.39 (+0.06), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), BRF: 18.11 (+0.17), EWZ: 35.05 (+0.57), BRAQ: 12.43 (+0.14), EWZS: 12.18 (+0.19)
Wall Street Heathens: How Their Greed And Gambling Became The Axe Of Statist Policy
David Stockman - Seeking Alpha - Fri Jan 02, 11:13AM CST
One of the most unfortunate acronyms ever invented was BRIC. It supposedly embodied an epoch-defining ignition of capitalist growth and prosperity in Brazil, Russia, India and China. And these leading paragons were held to be emblematic of a general...
EWH: 21.78 (+0.10), INDY: 32.71 (+0.35), KBA: 45.53 (+0.31), UBR: 25.68 (+0.84), CHXF: 53.10 (+0.30), INDL: 102.83 (+2.07), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), EWHS: 26.51 (-0.27), YAO: 28.18 (+0.30), INDA: 32.95 (+0.32), ASHR: 35.67 (+0.29), FCHI: 52.73 (+0.52), FXI: 42.98 (+0.27), GXC: 81.15 (+0.54), ASHS: 37.81 (+0.51), XPP: 73.36 (+0.86), KWEB: 33.34 (+0.39), TAO: 21.60 (+0.15), ECNS: 44.71 (+0.36), QQQC: 22.20 (+0.17), HAO: 25.39 (+0.17), MCHI: 52.12 (+0.31), YANG: 9.94 (-0.17), INXX: 13.46 (+0.02), RBL: 17.44 (+0.30), EPI: 23.89 (+0.22), RSX: 18.05 (+0.39), FHK: 40.34 (-0.09), EWZ: 35.05 (+0.57), YXI: 27.30 (unch), PEK: 45.04 (+0.17), BZQ: 84.80 (-2.79), CNXT: 33.89 (+0.56), CQQQ: 36.39 (+0.41), RUSS: 11.59 (-0.81), YINN: 38.57 (+0.69), INP: 76.71 (+1.22), FCA: 23.21 (+0.38), PIN: 23.01 (+0.15), ERUS: 13.75 (+0.28), FBZ: 13.92 (unch), BRZU: 7.37 (+0.36), CHNA: 35.95 (+0.47), DBBR: 12.77 (+0.26), CHIX: 15.66 (+0.09), KFYP: 63.62 (-1.18), CHIM: 14.70 (unch), CHIQ: 12.98 (+0.17), RUSL: 27.31 (+1.68), CHIE: 13.11 (+0.02), CHII: 13.51 (+0.49), CN: 34.87 (+0.34)
The Fracturing Bubble Down South: Brazil Is Another Victim Of Global Money Printing
David Stockman - Seeking Alpha - Fri Dec 26, 12:55PM CST
Did Bloomberg recently acquire The Onion and fail to announce it? Well, you have to read its lead paragraph about Brazil’s latest outlook twice to be sure: Analysts reduced to 0.55 percent their GDP estimate for 2015 from 0.69...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
What Went Wrong In Brazil?
Scott Sumner - Seeking Alpha - Thu Dec 25, 6:33AM CST
Back in 2012, Paul Krugman did a post praising the "New Economic Policy" in Latin America, which focused on reducing inequality. A few weeks later, he singled out Argentina and Brazil for special praise : Just to be clear, I think...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Brazilian Real: More Pain Ahead
Rayman Partners - at Seeking Alpha - Tue Dec 16, 3:01AM CST
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), BRAF: 8.01 (+0.42), BZF: 16.16 (-0.05), BRXX: 9.86 (+0.20), BRAZ: 9.39 (+0.06), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), BRF: 18.11 (+0.17), EWZ: 35.05 (+0.57), BRAQ: 12.43 (+0.14), EWZS: 12.18 (+0.19)