Gustavo Ballvé on September 29th, 2010
Food for thought, Home, Investment Themes, Portfolio Management, Signal or Noise

Quick post: The proximity to the Elections these Sunday may be the factor behind the Financial Times publishing stories about Brazil almost every day. This one is a bit more “meaty” compared to the previous ones, but we’re starting to think that there’s some internal competition between the FT columnists… This one doesn’t stray very far from the norm: some recent history of accomplishments, a list of pros and cons going forward and (wise) words of warning regarding “complacency and hubris”. If you haven’t read the others, this isn’t a bad place to start. Search for the “Brazil” tag right here and you’ll get to our other posts.

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