6 Comments
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Pedro Saboia's avatar

Shrub, excellent piece, as usual. As a Brazilian, I remain hopefull that we are close to turning a corner here. You and Paulomacro have written extensively about the opportunity, and I want to thank both of you for helping to add "color", and an outsider´s perspective, to my (biased) analysis. Cheers!

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Wurstholger's avatar

I know I keep repeating myself here, but your meme game is so damn strong. The Roadrunner meme to end this note is just chef's kiss.

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Wurstholger's avatar

Like, literally memes that make you money if you think about them.

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Trilander's avatar

Damn strait Shrub! You are on point for 2025 thus far, I am even taking your SPAC bag trades now with your powerful meme based research. I completely dumped ARGT yesterday and pushed into MOAR EWZ, I am going to buy the Brazil small cap ETF and PLEASE check out PAGS bank...

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Clark Square Capital's avatar

Great piece, thanks Shrub!

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Cliff's avatar

Good stuff! Agree Lula tanking is positive, but I'm wondering if that crazy supreme court justice puts an upside cap on things.

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