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Valuentum Commentary
May 3, 2019
Energy Earnings Roundup
Image Source: Exxon Mobil Corporation -- First quarter 2019 earnings presentation. May 18, 2017
Brazil: Sorry For Your Losses
The Brazilian equity markets are in free fall. Jan 26, 2016
Not Doom and Gloom – But Just Cautious…
Let’s go around the world in this note… Sep 24, 2015
China, Petrobras and the Circling Sharks
A key gauge of manufacturing activity in China plummets to Financial Crisis lows, Brazil’s Petrobras may be the first major casualty of the country’s deepening recession, and lenders are beginning to tighten the noose on overleveraged commodity producers in America. Sep 7, 2015
La Decada Perdida Revisitado? Brazil’s Economy Is Teetering on Disaster
Brazil may look to throw its international reserve buffers to stem any sovereign crisis, but even if the country doesn’t experience financial catastrophe, the coming decade may not be much better than “La Decada Perdida” (“The Lost Decade”) that plagued Latin America during the 1980s. The largest economy in Latin America is on the brink of disaster. Sep 30, 2014
This Just Feels Different…Mr. Brown
We think the correction is coming. Here are 7 reasons why we plan to reduce exposure to cyclicals and add some protection to the portfolios. Sep 29, 2014
Yikes! Brazil’s Real Plunges; Protests in Hong Kong
The markets were in selling mode Monday. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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