EWZiShares MSCI Brazil ETFNeutraliShares MSCI Brazil ETF

2w ago on

Headlines in leading financial newspapers @FT @WSJ front pages detailing the 4th term win for Brazilian President Luiz Inácio Lula da Silva and he hit the Bolsa do Brasil or B3 took on the shock news The Brazilian stock market (Ibovespa) closed at 176,608 points on October 26th, 2026, marking a drop of 13.88% (down 17,908 points) from the previous session, but a recovery from the initial savage sell-off

SAPNeutral

2w ago on

eek 😥 do these tariff boets not realise raising input costs in a dying industry to protect a local newsprint producer $JSESAP Sappi just further pressures the declining newspaper & 📰 related publication / advertorial inserts printing sector !!! They will need to pass on these increased production costs to a constrained consumer in a slowly dying sector & marketing spend budgets may be re-allocated or trimmed = lower printed volumes & eventually even more closing titles & less printed material = job losses blah blah Digital is out there & old fashioned newspapers & print publishing should be helped not knifed 🔪 in the back to aid #SAP As inserts & newspaper costs rise, surely more advertisers will just move more marketing to on-line digital = further cuts to traditional printed inky companies ?

SPCXSpaceXNeutralSpaceX

3w ago on

Elon Musk Says He’ll Give Every Child In America One SpaceX Share Next Year There are approximately 72 million children (under the age of 18) in the United States, according to recent U.S. Census Bureau population data With Space X trading at US$146.03 a share that's a distribution worth US$10.5 billion via @forbes https://t.co/7o1ZQPI25q

RCLRoyal Caribbean GroupBullishRoyal Caribbean Group

3w ago on

Another push higher for global sugar A company I have have changed to a speculative buy in the past fortnight is $JSERCL @RCLFOODS as the global sugar price continues to push higher El Nina and tightening global supply issues Sugar now at US$0.2113 a pound a rise of +43% since early June In FY2026 results, it was the Selati Sugar unit within #RCL that slammed results on surging imports and weak prices The investment case rests on a simple proposition: RCL does not need everything to go right for the shares to recover. Sugar was a major earnings problem in FY2026. What's changed 1. Local importer tariffs were raised +15.4% effective August 26th 2. Sugar price since #RCL year end has surged 3. Rand is modestly weaker aiding export pricing 4. #RCL sugar assets having good yield and dams are full with water to counter and El Nino issues Taken together, these factors create the potential for a material recovery in Selati's profitability during FY2027, particularly if global sugar prices remain elevated As I wrote on October 6th (670 cents) RCL Foods is therefore my dark-horse recovery play in the J357 food sector: a Speculative Buy at 670 cents with an initial target of 850 cents

In an oil report now on 🇺🇸 CNBC they state that shipping costs for trans-global oil is soaring & the main impediment to fuel pricing A 2 million barrel very large super oil tanker is now running at US$38 a barrel from U.S. gulf coast to either China 🇨🇳 or South Korea 🇰🇷 that’s US$76 million for a one way voyage Thus REAL oil is not US$93.61 WTI a barrel but US$132 a barrel as the WTI oil price is nothing more than a physical paper price for oil not the actual “get it from point A to point B price” Then -separately - you need to add in the crack & refining margin on top of that oil & logistics price It’s the logistics cost that is killing the physical fuel market as much as the squeeze in oil availability from the Middle East Oil tanker owners currently making obscene profits due to the risk profile or not just moving oil but the disruption in supply chain logistics