Newsletter

Welcome to the twenty-third edition of our newsletter, dear readers! During my travels, the American stock market slipped into a sharp medium-term correction, with sections of the bear market...

Welcome to the tenth edition of our newsletter, dear readers! As usual, we'll dive right into this week's MACRO topics with the... Headline of the week: $500 billion in special assets...

Welcome to the ninth edition of our newsletter, dear readers! Bom Dia, sunny greetings from Rio de Janeiro! ...and that after the rather uneventful NVIDIA earnings, which only came out on...

Welcome back to the eighth edition of the newsletter! This week, Johann is taking over the newsletter for you—and we're jumping right in with the... Headline of the week: Weak consumers and persistent tariffs In the...

Welcome back to the seventh edition of our newsletter! As we wrote last week, dark clouds gathered over the stock market. Although these clouds are clearing, they continue to cover the horizon. Where do they come from...

Welcome back to what is now the sixth edition—it's 10:30 a.m. here in Brasilia, and it's actually a bit rainy and—as is also the case on the stock markets...

Welcome back to the fifth edition—it's only 9 a.m. here in Brazil, and I'm using the time before breakfast to write the newsletter, so you can...

Welcome back to the fourth edition—here in my time zone, it's still Sunday, so you won't be able to read this newsletter until Monday. The US markets have had a positive week...

Welcome back to the third edition—and that after some MACRO events that were quite something! The US markets have had a negative week, and the reason for this is also...