Quipus Capital @QuipusCapital
A global search for value investment opportunities. https://t.co/j1UIABgRE1 quipuscapital.com Joined August 2010-
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Glad you liked it @jeremie0117
Who manages to sell this garbage as 'strategy' to multi-billion dollar companies?
@QuipusCapital had a good post on monetary and financial policy in Brazil. Some additional context inspired from that post about a few financial lenders that provide some of the "riskiest" unsecured loans. Provisioning has already started to ratchet up significantly since the end…
Brazil monetary and credit cycle review is out! 20 pages on interest rates, money supply, credit growth, NPLs, and credit exposures by bank Free to read!
Brazil monetary and credit cycle review is out! 20 pages on interest rates, money supply, credit growth, NPLs, and credit exposures by bank Free to read!
Brazil monetary and credit cycle review Interest rates, money supply, credit growth, NPLs, and credit exposures by bank Out tomorrow morning EST. Fri tu rid
Brazilian monetary and credit cycle analysis. Out this weekend!
Finishing work on the financial cycle in Brazil. Includes monetary factors, growth in money supply, balance of payments, carry trade unwind risk, and global sentiment factors. Also credit cycle, with NPLs, credit growth, and exposures bank by bank. Out this weekend, fre3 to rid
Heat map update: As correctly predicted, Argentina was at the top. USA was falling but surprised me and recovered back to the top. China moved up but valuation wise it is still not very substantial, it stays in the middle, joined by Japan. France, UK, Colombia, I should add Ex…
Heat map update: As correctly predicted, Argentina was at the top. USA was falling but surprised me and recovered back to the top. China moved up but valuation wise it is still not very substantial, it stays in the middle, joined by Japan. France, UK, Colombia, I should add Ex… https://t.co/VW8WoLQ1N6
And how catastrophic it is for libertarians and Austrians that the Milei con artist pretending to represent our ideas is celebrating a bail-out from the US government as vindication of his carry trade ponzi scheme, and calling it economic freedom?
The IMF, World Bank and IDB announced $42 billion in funding, and Milei's ponzi still came very close to imploding in under 6 months. How long can Bessent, the Bagholder-of-Last-Resort, keep the ponzi going with swap lines & junk bond purchases?
The IMF, World Bank and IDB announced $42 billion in funding, and Milei's ponzi still came very close to imploding in under 6 months. How long can Bessent, the Bagholder-of-Last-Resort, keep the ponzi going with swap lines & junk bond purchases?
This is much more substantive. This could definitely buy Argentina time to get through the October elections. But unless they fix the exchange rate regime, it’s not a sustainable solution; it will only ATEOTD subsidize capital flight.
This is much more substantive. This could definitely buy Argentina time to get through the October elections. But unless they fix the exchange rate regime, it’s not a sustainable solution; it will only ATEOTD subsidize capital flight.
The Brazilian central bank gave itself a pat on the shoulder (in minutes) saying that there is “some reduction” in expectations, CPI, and activity. A “new stage for policy” might have dovish “hues”, but the board does not seem to be in a hurry with the first cut priced for Q1-26
Argentina is a country with massive, unrealized potential. It needs foreign capital inflows to realize that potential, but it's been shut out from global capital markets ever since 2018. The way to fix that is to float the currency, not prop it up at artificially strong levels...
Vinci Compass Partners. Brookfield corp in Latin America or not? Brookfield Corp is one great compounders in the past decades, at 19% annual return over 30 years. It is an asset manager.Asset management is a high quality business, because you collect fees on the assets (1/20)
And whosoever diggeth a pit, Lord Shall fall in it, shall fall in it Whosoever diggeth a pit Shall bury in it, shall bury in it If you are the big tree We are the small axe
And whosoever diggeth a pit, Lord Shall fall in it, shall fall in it Whosoever diggeth a pit Shall bury in it, shall bury in it If you are the big tree We are the small axe
And whosoever diggeth a pit, Lord Shall fall in it, shall fall in it Whosoever diggeth a pit Shall bury in it, shall bury in it If you are the big tree We are the small axe
And whosoever diggeth a pit, Lord Shall fall in it, shall fall in it Whosoever diggeth a pit Shall bury in it, shall bury in it If you are the big tree We are the small axe
In 2023, Lula made a DEI hire for the CEO of Banco do Brasil $BDORY. Brazil's largest bank would be run by someone who had no qualifications for the role, except for DEI: being black, a woman, and a lesbian. The bank has now presented its largest credit losses in history. I'm…
Cogna $CGNY will take Vasta $VSTA private. In my Brazilian Education Primer from July 2024, I had said that the company was in the best segment of the education market, and was the one with the best prospects in the public markets.
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