Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Contact: @invoyager

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πŸ‡§πŸ‡·#stocks #brazil #macro
Brazilian stocks look attractive for buy
πŸ‡§πŸ‡·#monetarypolicy #brazil #rates
WSJ: Brazil’s economy and continuing concern about inflation next year are likely to push the country’s central bank to continue raising interest rates after Wednesday’s policy meeting
πŸ‡§πŸ‡·#lithium #Brazil
Brazil to double production of lithium by April 2023 - Globo
πŸ‡§πŸ‡·#brazil #inflation #rates
Brazil seems ready to start cutting rates amid falling inflation

#monetarypolicy
βœ΄οΈπŸ‡§πŸ‡·#brazil #crypto #regulation
Brazil approves cryptocurrency law, after 7 years of debate
β—οΈπŸ‡¨πŸ‡³πŸ‡§πŸ‡·#china #brazil #dedollarization
Brazil and China have reportedly struck a deal to ditch the US dollar in favor of their own currencies in trade transactions

#USD #fx
β—οΈπŸ‡§πŸ‡·#banks #brazil #markets #stocks
Crescat: Brazilian banks are currently trading at one of the lowest price-to-book levels in history

Crescat: now, Brazil has arguably the cheapest commodity-led market/economy in the world #brazil
πŸ‡§πŸ‡·#stocks #brazil #macro
Crescat: Bovespa/SP500 ratio

earlier early: Crescat: Brazil arguably has the world's cheapest commodity-led market/economy
πŸ‡§πŸ‡·#stocks #brazil
Crescat: Brazilian stocks are on the brink of a historical breakout
πŸ‡§πŸ‡·#stocks #brazil
Crescat: Brazilian stocks are cheaper (based on Free-Cash-Flow yield) then the bottom of the GFC (2008)

*Free Cash Flow Yield = Free Cash Flow / Market Capitalization