Gustavo Ballvé on October 5th, 2010
Food for thought, Home, Investment Themes, Portfolio Management, Risk management, Signal or Noise

That’s the title of the post in the The Huffington Post – the most recent candidate (and probable winner) of the “most clueless article about Brazil award” of 2010. The author is a correspondent for the Asia Times, but the “distance” isn’t an acceptable excuse for the story… As investors, we can at least hope that so much cluelessness regarding Brazil will eventually create more severe mispricing.

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