Trading In Emerging/Exotic Currencies Increases
The long wait is over! The Bank of International Settlements (BIS) has just released the results from its Triennial Central Bank Survey of Foreign Exchange and Derivatives Market Activity, conducted in April 2010. The report contains a veritable treasure trove of data, perhaps enough to keep analysts busy until the next report is released in 2013. [Chart below courtesy of WSJ].
“Eet Eez Ze Costom of Ze Contry, Signore”
One advantage older investors have is that we have been there, done that, and seen about everything — usually several times. It came as no surprise to me whatever — other than the timing — to hear that Brazil has decided to forbid foreign ownership of land and may confiscate all property purchased back as far as 1988.
2010 Fund Performance Period 8
If, after reading the

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Why You Should Buy What Brazil Needs
Stefan Zweig pegged it right after all. In the late 1930s, the Austrian playwright and writer sought relief from war-torn Europe and settled in Brazil. He loved it. In 1941, he moved there and wrote his book Brazil: Land of the Future. Brazil, he thought, “was destined to become one of the most important factors in the development of our world.”
This Unknown Brazilian Stock Could Unseat Two Global Powerhouses
It's like the senior prom for the aviation business: The Farnborough Air Show in the United Kingdom is a chance for companies to showcase their wares and tout their latest sales. It's one way for industry players and investors to gauge who's up, who's down — and who's out.
I attended the biannual Farnborough this year, held July 19-25th, which was host to 120,461 attendees and 1,450 exhibiting companies.

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CNNMoney: Is the Party About to End in Brazil?
I always want to see the other side of the trade, even if I disagree so today I will post a story via CNNMoney that paints the potential downside in Brazil. I think I read a similar story in Barron's about 2 years ago - obviously that one was off the mark but again, there is always someone on the other side of every trade so it pays to understand why and stress test your own thesis.

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BRAF: An ETF Targeting Brazil’s Financial Sector
The Global X Brazil Financials ETF (BRAF) began trading yesterday (July 29, 2010). This is first ETF to target Brazil’s financial sector and the third of six planned Brazil ETFs from Global X Funds.
According to the press release, the financial sector in Brazil is large and benefits from a decade of restructuring.

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Bloomberg: New "Silk Road" Built by China Connects Asia to Latin America
Quite a comprehensive piece on Bloomberg, tying together some themes we've touched on in various stories over the years. We tend to get caught on in the day to day micro, but it truly is amazing when you step back and think about how so much has changed in the macro in under 2 decades.

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Bookkeeping: Weekly Changes to Fund Positions Year 3, Week 51

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Build your own macro hedge fund with Single Country ETF’s
One of the more popular forms of active investing is macro economy based on the different economic news around the world. The three major investment arenas are commodities, currencies and international stock/bonds. I personally have always been interested in the third one through my traveling.

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