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- Staying Away from iShares MSCI Brazil ETF
- Max Zeledon submits: I wrote a piece here last May about why I disliked the iShares MSCI Brazil ETF EWZ. Much of what I said was predictable given the nature of how Latin American economies are structured. Fundamentally speaking, EWZ is a commodities play rather than a true economy-wide index...
- External links 2008-10-23
- Caterpillar: Revving Up Growth
- Max Zeledon submits: I have always been a big fan of Caterpillar CAT. It’s one of the best managed global brands in the world. And if you’re looking for value, it doesn’t really get any better than this. The company has plenty of cash ($3.7 billion of free cash flow...
- External links 2008-10-30
- Petrobras: Opportunity or Trap?
- Max Zeledon submits: I never owned shares of Petrobras PBR—it was never in my radar and I missed out on the explosive upward trend of 2007-2008 see chart. It was nothing less than spectacular and an obviously mistake on my part because I failed to exploit the price momentum...
- External links 2009-02-06
- Thomas P.M. Barnett: Expect Improved Sino-American Relations in Years to Come
- Max Zeledon submits: In a Fondo Libre interview, Thomas P.M. Barnett, a foreign policy consultant to U.S. leaders on national security issues discusses China, globalization, and why we shouldn’t fear a rising Chinese middle class. Barnett taught at the Naval War College, worked at the Department of...
- External links 2009-07-28
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