Calls
3
Niall Ferguson
Historian, Author
Win Rate
33.3%
return
-2.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Aug 05
$36.09
-3.9%
Brazil's public debt has risen rapidly under President Lula, and with real interest rates well above economic growth, a classic Latin American debt crisis can arrive quickly unless urgent fiscal reform is enacted. Political barriers, including Lula's electoral skill and division of the right, further darken the fiscal outlook.
Equity Indexes
Long
Aug 02
$28.17
+0.6%
The US dollar remains the dominant reserve currency with no clear successor. Europe is a museum, Japan an elderly care home, China a jail, and Bitcoin an experiment. The dollar's role hasn't shifted since the 1990s, and US economic outperformance supports it. Only a US military defeat, such as losing a war with China over Taiwan, could threaten that dominance.
FX & Currencies
Short
Aug 02
$175.25
-4.1%
Brazil's public debt has risen rapidly, and with real interest rates above the growth rate, a traditional Latin American debt crisis can arrive quickly unless there is urgent fiscal reform. Political obstacles—lack of a radical reform figure like Milei and a divided right—make such reform unlikely, implying more pain and worsening fiscal dynamics.
Thematic ETFs
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Niall Ferguson has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: BOVA11.SA, DXY, EWZ.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
