Investa Asset Management LLC
Call 512-800-8300 for more info

Archive for the Brazil Economy Category

Fareed Zakaria GPS – CNN 10-25-15

Salient to Investors: Fareed Zakaria said: When politicians have been in power for a decade, voters usually want a change no matter how popular the leader is. The hallmark of populism is anger. Left-wing populism is mostly about economics. Right-wing populism is mostly about culture. Both hate the big city elites who

READ MORE...

Wall Street’s Latest Bounce – Ostrich Economics At Work – David Stockman’s Contra Corner 10-20-15

Salient to Investors: David Stockman writes: The price of financial assets is now artificial and wildly inaccurate. $300 trillion of global finance cannot remain stable much longer. Bulls believe the Fed is on hold until at least next March, while Wall Street is projecting S&P 500 earnings of $130 per share on an ex-items basis for

READ MORE...

Macquarie: Emerging Markets Are Not Facing a 1997-Style Crisis—They’re Facing Something Worse – Bloomberg Business 09-16-15

Salient to Investors: Viktor Shvets and Chetan Seth at Macquarie said: Emerging markets and economies are in a worse situation than in the 1997 Asian financial crisis because they now face far longer, more painful and insidious disease with limited or no cures or exits, punctuated by occasional significant flare-ups. The effect

READ MORE...

This Is Not A Retest – Its A Live Bear! – David Stockman’s Contra Corner 09-03-15

Salient to Investors: David Stockman writes: US stocks are in a bear market. Honest financial markets would have sold off long ago, but for central bank falsification of asset prices. The S&P 500 is at 20 times trailing earnings as of June 2015: $97.32 per share versus $103.12 at the end of

READ MORE...

Forget The Dips, Sell The Rips – David Stockman’s Contra Corner 08-24-15

Salient to Investors: David Stockman writes: The S&P 500 has sliced through both the 50-day and 200-day moving averages. 2130 on the S&P 500 will prove to be a generational high.  CAT, China, European luxury brands, the NASDAQ Biotech Index are shorts. Expect the Fed to announce they are well short of

READ MORE...

Back to Fundamentals in Emerging Markets – Project-Syndicate 08-13-15

Salient to Investors: Dani Rodrik at Harvard said: Emerging markets may be seen to be in deep trouble but do not deserve the doom-and-gloom treatment they are getting. Stronger economic headwinds ahead will make it easier to distinguish countries that have strengthened economic and political fundamentals from those that have relied

READ MORE...

Fareed Zakaria GPS – CNN 02-22-15

Salient to Investors: Fareed Zakaria said: There are 1.6 billion Muslims in the world of which perhaps 30,000 are members of ISIS. Sheri Berman at Barnard College says ideologies succeed when they replace failed ideas. ISIS has benefited from the failure of Pan Arab-ism, Republicanism, nascent efforts at democracy, economic liberalism and

READ MORE...

Zanny Minton Beddoes – Charlie Rose 02-10-15

Salient to Investors: Zanny Minton Beddoes at The Economist said: The economy’s fundamental drivers, particularly rapid technological change, means that the rewards disproportionately go to the top. The latest IMF research suggests that you get stronger and more lasting economic growth in societies that are more equal. The last time

READ MORE...

Where have all the Spaniards gone? – BBC News 10-03-14

Salient to Investors: Fundacion Alternativas said 700,000 Spaniards left Spain between 2008 and 2012. The National Statistics Institute reports 547,890 left in 2013, 79,306 of them Spanish nationals born in Spain. Spaniards are fleeing 25% unemployment and flocking to Latin America, including Brazil, where language barriers are few, the cost of

READ MORE...

Bad Becomes Good for Brazilian Stock Investors: Chart of the Day – Bloomberg 09-04-14

Salient to Investors: The Ibovespa stock benchmark has risen 35% from its March 14 bottom – the best performance of global major equity indexes – despite economists cutting 2015 growth forecasts month after month to a record low. Bullish investors are betting on a new government in October that will lure investment.

READ MORE...