From the monthly archives: June 2011

BBC: Is Brazil’s economic boom a bubble ready to burst?

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Brazilian Rent Prices Booming, Analysts Fear Bust

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China: “This time it’s different”

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Richard Bernstein alerts: “yield curves in the BRIC countries might soon invert”

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Brazil equities in 2011 down more than … Greece’s?

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Chinese banks on a highway to hell… watch out Brazil!

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Brazil credit bubble fear as defaults rise

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Chinese Officials stole $120 Billion

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Private Equity Looks to Brazil

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What a China Slowdown Means for Brazil

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China 2011 x Japan 1990

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Spying trouble with Brazilian Bonds

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Current (Bubble) State of Consumer Credit in Brazil

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Yes, Brazil is Overleveraged

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Unsustainable Growth

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Time To Short VALE?

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