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Non-Tech : The Brazil Board -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Petersen who wrote (1982)	9/24/2019 10:27:46 AM
From: elmatador	Respond to of 2508

Brazilian private-equity firms invested $3.11 billion this year through June, surpassing the total for all of last year By Luis Garcia Sept. 24, 2019 7:00 am ET Robust deal making in Brazil provided a bright spot amid a global slowdown in emerging-market private-equity activity during the first half of 2019, new industry data show. Private-capital firms invested a total of $3.11 billion across 65 transactions in Brazil this year through June, more than doubling the amount invested in the same period last year and surpassing the $3.01 billion invested through 180 deals during all of 2018, according to data released Tuesday by the Emerging Markets Private Equity Association. 2019 Dow Jones & Company, Inc.All Rights Reserved

To: Glenn Petersen who wrote (1982)	10/23/2019 11:39:45 AM
From: elmatador	Respond to of 2508

From Bloomberg: "Brazil’s annual inflation fell below the floor of the central bank’s target range ... giving policy makers more leeway to press ahead with borrowing cost cuts." Think of this also as part of a rethink of some EM conventional wisdom re the behavior of inflation and interest rates. linkedin.com

To: Glenn Petersen who wrote (1982)	10/27/2019 1:33:01 PM
From: elmatador	Respond to of 2508

THE ANT take on Brazil Yes Brazilian politicians have to become like US politicians and make money off their contacts and business deals and not directly robbing the public. This is a semi win win if it encourages business to flourish. I was fishing on the Araguai river in Matto Grosso Brazil and my 90 year old partner at the hospital retired so have been either very busy or out of internet range much of last month. The fed still doesn't understand how great the world dollar shortage is but their indicators are forcing them into QE. The US market has been very resilient but is not very reactive to QE so far. I suspect all the money will flow to the developing world and the US market may go no where or fall because of this. That of course would result in more QE and reflation of the world. If correct EDC and BRZU may go to the moon. US debt is a non issue as it is just money that was created out of necessity to buy the countless goods available. If the US would just print without debt issuance until we saw the whites of inflation's eyes the world would be a better place. Deflation is not only not to be feared but is Nirvana (If responded to by money printing) Any QE now will never be undone and that may be the next best things. Fed is not trying to inflate assets it just comes with the game when rates drop to zero. If they want to help income inequality they should inflate the US to 3-4% a year with printed non debt money until all production is consumed and interest rates rise, then we would be back into an era they can understand and the little guy will do better than the asset owner. By the way Brazilian real estate about to boom.

To: Glenn Petersen who wrote (1982)	6/3/2020 7:28:43 AM
From: elmatador	Respond to of 2508

Brazil to Resume Reforms After Virus, Economy Minister Paulo Guedes will resume his push for economic reforms, including an overhaul of Brazil’s complex tax system, as part of a strategy to create jobs in the aftermath of the coronavirus crisis, according to his deputy. Even though the outbreak has wreaked havoc on Brazil’s economy, Guedes’ reform agenda is still in place, he added. “The diagnosis of what needs to be done has not changed. It involves tax, administrative and fiscal reforms, trade opening and regulatory improvement.” Read more at: bloombergquint.com Copyright © BloombergQuint