Entry41.84→Now42.94
Brazil: market-friendly regime, rate cuts, cheap. Open original source
EWZ iShares MSCI Brazil ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry42.05→Now42.94
Brazil offers resource-adjacent equity opportunity. Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
18:36
Oct 20
Oct 20
Fernando Ulrich
Brazil risks Argentina-style decay without austerity
Ulrich warns that Brazil's fiscal-populist trajectory under Lula and the lack of a sufficiently austere alternative could push Brazil toward Argentina-style economic decadence, with fiscal imbalances becoming harder to correct the longer they persist. The view is conditional on policy continuity and is a macro warning rather than a disclosed short.
EWZ
iShares MSCI Brazil ETF
Avoid
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19:23
Oct 19
Oct 19
Wealthion
Brazil offers resource-adjacent equity opportunity.
She invests in Brazil as an adjacent way to benefit from the resource and commodity shift. She notes that even a non-commodity exposure there, owning the country's biggest bank, has outperformed the index.
EWZ
iShares MSCI Brazil ETF
Long
1ST
Position: Holding
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15:45
Oct 16
Oct 16
Meb Faber Show
Brazil: market-friendly regime, rate cuts, cheap.
Brazil is one of Dirk's favorite markets because it is idiosyncratic. The new government is market-friendly and may restore fiscal order; high real rates can fall aggressively; the market is a commodity play that benefits from lower rates and a business-friendly government; valuations are cheaper than the 15-year average. Sentiment is grim after 18 years of no returns, which creates potential for local money repatriation and real appreciation as an extra kicker to equities.
EWZ
iShares MSCI Brazil ETF
Long
1ST
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About EWZ Investor Commentary
Across the available history and selected sources, Buzzberg tracks EWZ (iShares MSCI Brazil ETF) across 47 sources: 167 bullish vs 5 bearish calls from 169 authors. Historical directional balance: 55% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 292 total trade ideas tracked. Past 7 days, before deduplication: 2 bullish, 4 other directions. Latest voices: Fernando Ulrich, Lyn Alden, Dirk Willer.