November 3, 2022 @ 7:23 pm | Breaking News |
Today I posted my two-hundred-and-first YouTube video: Quick Pick Brazil ETF EWZ This week’s Quick Pick is Brazil, iShares MSCI Brazil ETF (NYSEARCA: EWZ). While the election in Brazil isn’t totally over with an actual concession speech, it’s clear...
December 30, 2021 @ 7:52 pm | Breaking News, CX, ITUB, Jubak Top 50 Portfolio |
We’ve got just two more trading sessions left in 2021. And then it’s on to 2022. Which means you should have wrapped up–or making any last minute sells–to harvest tax losses from 2021 in the next day or so. Of course, being the tax-savvy...
April 24, 2020 @ 7:41 pm | Breaking News |
As of the close on April 24, the iShares MSCI Brazil Capped ETF (EWZ) was down 7.71% today to $22.15. Brazil is facing an intertwined crisis as a president who has called the coronavirus pandemic a “fantasy” also struggles with a political crisis that...
April 3, 2020 @ 7:23 pm | Breaking News, ITUB, Jubak Picks Portfolio |
When I sold Commonwealth Bank of Australia (CMWAY) a few moments ago I wrote “I’ve only got a small bit of exposure to the global banking system and, frankly, I think it’s past time to get rid of even that exposure. We’re in one of those...
October 10, 2017 @ 7:29 pm | Breaking News, Buy, Volatility |
You can read this post by taking me up on my offer for a free two-week trial to either of my paid subscription sites, JugglingwithKnives.com or JubakAM.com. You’ll find the Volatility Portfolio–along with all my other portfolios including the recently...
September 20, 2017 @ 6:12 pm | ARCO, Breaking News, Buy, Jubak Picks Portfolio |
Arco Dorados Holdings (ARCO) is a twofer. The New York traded ADRs of the largest operator of McDonald’s (MCD) franchises in the world, is soaring on the recovery in its two biggest markets Brazil and Argentina. The ADRs are up 76.7% in 2017 as of the close on...
June 29, 2017 @ 5:23 pm | Breaking News, Jubak Top 50 Portfolio, VALE, You May Have Missed |
The ultimate goal is to convert Vale (VALE), the global iron ore producer, into a true corporation from its current status as a company controlled by a shareholder group consisting of Brazilian pension funds, Brazilian bank Bradesco, and Japan’s Mitsui. This...
April 11, 2017 @ 7:41 pm | Breaking News, Jubak Top 50 Portfolio, Update, VALE |
Vale (VALE) has a new CEO–that’s an important and immediate change. It will take longer to end the control of Vale by a small group of banks and Brazilian state pension funds–until 2020–but that may actually be more important in the long run....
October 20, 2016 @ 7:53 pm | ITUB, Jubak Picks Portfolio, Update |
Yesterday the Banco Central do Brasil reduced Brazil’s benchmark Selic interest rate for the first time in four years. The cut, 25 basis points to 14%, was less than the 50 basis points the market was hoping for. But the dream is that it will be just the first...
September 26, 2016 @ 7:46 pm | ITUB, Jubak Picks Portfolio, Update, Volatility |
Update September 26, 2016 Could Brazil see the first interest rate cut since 2012 in October? With the Banco Central do Brasil’s benchmark Selic interest rate at 14.25% there’s certainly plenty of room. And even though the country’s politics are a...