Samhain was the original ancient name for Halloween…and as October 2011 begins, we find ourselves at the very nearest to the World of the Dead that we’ve been since the March 2009 lows.
$EWZ
Brazil's Surprise Rate Cut
What is Brazil seeing that we’re not aware of?
Hot Links: Closed Door Meetings
All the morning links you need to start the day, come and get ’em!
El Cisne Negro
Over the weekend, the government finally succeeded in getting Vale, the world’s largest iron ore miner, to kick CEO Roger Agnelli out of the company…
You Can't Like Brazil If You Don't Like China
The dependent relationship between China and Brazil is as fundamental as that of the shark and the remora fish.
TRB in the Financial Times Talking BRIC
I just got around to reading and digesting Gillian Tett‘s phenomenal recounting of the BRIC saga from the Financial Times this past Friday. Tett does a great job getting to the origins of where the research team got its idea to conceptualize the investment theme and then traces its global spread from finance to consumer…
Afternoon Links: Geithner, Karma & the Standup Economist
Good links for afternoon reading.
