(Close) Macro Theme Brazil: Trade Idea 2 November 8, 2016, Buy Puts on Bovespa
I recommend buying a 5% OTM 6-month put (61000 strike) on Bovespa at 64,000, and the BRL at 3.22. The cost was 3%. I recommend take this...
Fade Political Change: Buy Mexican Peso, Sell Brazilian Real
Ok, I get it. Potentially plenty of bad things could be coming for Mexico from policy changes by the new US president: a wall, tariff on...
Brazil is Not Argentina: Its a Matter of Stock Vs Flows
Remember a few years when investors looked at the upside of Argentina because of their untapped commodity resources and said if only...
