EUARTE

What Brazil's New Tax Could Mean for Its ETFs

What effect has this on the Real? I think it should make the dollar buy more R$. Sim?

The Future of Brazilian Markets: A Private Equity Perspective

Another factor in Brasil is inflation. The government has lowered interest rates saying that inflation is low. Visit any supermarket and view the weekly rise in prices. There is higher inflation that the government is not catching or is ignoring.

The continued depression in the US and EU will effect Brasil over the long run. Brasil is counting on exports. China is decreasing it's pruchases and obviously so has US and EU.

The strength of the R$ against the U$ hurts the exporters. Brasil will have to weaken it's currency. This can be accomplished by lower the official interest rates even more. They have to do something about the carry trade. A tax on flows of carry trade money in and out would help.

Brasil always has to be watched carefully. It has made enormous positve moves over the last 15 years. However, there is still a 3rd world mentality there. Corruption at all levels is a way of life. You can not do business with the government or even the private sector without bribes. I do not mean small bribes.

After Lula what will happen. With all is left wing talk he allowed the capitalist system to work it's way to prosperity. Lula will soon leave office. There is no one out there with his vision and common sense. If one of the old type hacks gets in the game is over.

Why We're Not Buying This Market

I should be on the Fed board. I have not a clue!

Factors That May Impede the Real's Continuing Rise

I live in Brasil. Coming from USA I do not like pointing out bad things in Brasil. However, I must agree with the lending portion of the article. I have long wondered how these good people will ever be able to pay back their loans. The interest rates are criminal. These folks do not make a livable salary. They are marginal. Once they can not get more credit it is over. They will just walk away from their debt. Remember the old company store. This is worse.

Stick with Brazil, China, Gold, and Metal Miners

Brasil has survived the worst of the world financial crisis. However, everyday that it goes on Brasil's economy gets closer to the edge. Brasil depends, like Germany, on exports. If China and USA, not to mention depression EU reduce spending on imports for much longer then the R$ starts to look like a weak sister. Brasil's use of the racial card about white blue eyes does not help. Brasil boasts about it's currency reserves. They are in dollars and euros. If they are declining in value so are Brasils reserves. It's oil is overpriced.

Spain Begs to Be at Upcoming G-20; Brazil Refuses

Wait till it is Brasil's turn to have a recession. It is coming. It is the most unreported financial reality.

Spain should be solving it's economic problems and not throwing up smoke about US war crimes. In a moral sense it is getting what it deserves.

Emerging Markets: Is the Party Over?

Brasil continues to activly support the Real. They seem to go back and forth between active support and an orderly decline. Orderly decline is more in order. The Real has never been worth the amounts the carry trade forced on it. It may be worth 3R$ to the US$ at best.

Brazil: One of the Best Opportunities in Emerging Markets

What!

I live here in Rio. People are losing their jobs. The currency is losing value fast. Stock market in tank. Credit crunch is about to hit big. Long long term investment is a maybe. Remember, the present admin of Lula is almost over. There is no successor worth mentioning. Be careful. Be scared.

G-20 Summit: A New World Order?

The sorry truth is not one member of the G-20 is going to agree to anything of substance. Countries like Brasil want hand outs even though they have large dollar and € reserves.

In truth all the currencies are heading to zero value. None of us will like it and many will suffer but depression is the answer.

The G-20 Sings a Song of Sixpence

The IMF lost any meaning for decades and is still around. Useless and best know for pasture and reward for political hacks and people needing a line on their resume.

If every country is near broke where will this IMF get the money to shore up Iceland, Russia, etc.?

This crisis lacks anyone who really understands what is going on and who has the following to push a solution through.

Friday Outlook: Commodities, Emerging Markets

Yes, Soviets. Putin is a Soviet thug.