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Vale (RIO) pushes China for higher prices

"When yearly contracts were made in February at an 86% increase on last year’s prices, China’s steel producers gulped so hard they nearly swallowed their own teeth. But that wasn’t the end of it. Both Rio Tinto and BHP renegotiated their contracts for even higher prices this summer. And now its big brother’s turn." — [...]

Five real estate deals for the Brazil World Cup

"The buildup to 2014 will see dramatic infrastructure upgrades, media attention, and marketing of the destination cities…and that’s before you even think about the feel-good factor that will be generated by the buzz leading up to 2014." — Ronan McMahon by Ronan McMahon Baltimore — (TFN):  Following fast on the footsteps [...]

Why Now is the Time to Invest in Fortaleza, Brazil

By Ronan McMahon, International Living Brazil’s state of Ceara—especially its capital, Fortaleza—is booming. But there was an obstacle preventing U.S. visitors from taking part in this action: a lack of direct flights from the U.S. to Fortaleza. Fortunately, that’s all in the process of changing… Since Bismarck Maia became Ceara’s secretary of tourism [...]

Profit from oil, without buying oil companies

"You’ve probably heard about Brazil’s Tupi and Carioca, which may be the two biggest oil fields discovered in the last 30 years." — Chris Mayer Blogger’s note: Want to profit from oil not just now, but for years into the future? Don’t look to the oil producers. Look to the manufacturers and maintenance companies that support [...]

Brazilian Property Set to Boom 20% in the Next Year

"Opening up of new air routes is one of the strongest drivers of real estate prices in emerging markets. In Europe this trend is dubbed ‘The Ryanair effect.’" — Ronan McMahon Blogger’s note: Why would you buy real estate somewhere difficult to reach? Ronan McMahon of International Living knows that no one, except [...]

What to Buy in the BRICs

"China and India are two of the fastest-growing investable economies on the planet, and have been transformed into global leaders in both the manufacturing and service sectors. At the same time, Brazil and Russia each has become a cornucopia of commodities, and are emerging as global leaders in the white-hot global energy sector." — Martin [...]

Grab a Piece of Brazil Before the Real Estate Boom

"Norwegians are the only foreigners buying around here right now, but once North Americans discover this town, I think it’s going to boom, big-time." — Ronan McMahon Blogger’s note: We all know the real estate market in the U.S. is dead, and it won’t be coming back to life anytime in the near future. So where [...]

Brazil’s Best ETF

“Brazil has the tenth-largest economy in the world and the third-largest economy in the Americas. The GDP of Brazil grew at a rate of 5.4 percent in 2007, and is predicted to grow at a rate of 5 percent in 2008.” — Rick Pendergraft by Rick Pendergraft Baltimore – (TFN): [...]

Inflation Attacks the BRIC

“Inflation is accelerating in the BRIC economies and central banks are responding with tighter monetary policy. While higher interest rates may be the standard remedy to combat inflation, tight money policies usually wind up dealing a death-blow to stock market investors.” — Mike Burnick by Mike Burnick Baltimore – (TFN): Don’t look [...]

Copper Prices Boom Despite U.S. Recession

“It doesn’t matter if the U.S. is in a recession or not because copper demand will continue to grow thanks to emerging economies like China, India and Brazil. Mix this in with sporadic strikes that cut back copper production and you have a clear cut case for higher copper prices in [...]

Don’t Buy Telmex (TMX)! Buy Telmex Internacional!

“Unless Telmex gets the triple-play permission, it could see little to no, or even negative (with more and more customers trading in their landlines for cell phones), growth in coming years.” — Stephanie Grimmett by Stephanie Grimmett Baltimore – (TFN): Shares of Telefonos de Mexico (Telmex) (TMX: NYSE) crashed today after it spun off its subsidiary [...]

Brazillian Sugar Cane: The Answer to the Energy Crisis

“There is an ‘emerging’ alternative energy source that is a lot more efficient than corn-based ethanol and doesn’t require the same food vs. fuel trade-off.” — Mike Burnick by Mike Burnick Baltimore – (TFN): A month ago, I wrote an article here in the (Sovereign Society) A-Letter detailing the global food [...]

Is Brazil “Investment Grade” for Individual Investors?

“Standard & Poor’s just boosted the country’s credit rating to ‘investment grade’ in recent weeks, moving its rating from BB+ to BBB-. Why should we care? After all, isn’t Brazilian debt bought mostly by institutional investors? That’s true. But with the increased debt rating, Brazilian shares also should benefit.”– Martin Hutchinson by Martin Hutchinson, Money Morning Baltimore [...]

Recession-Proof Stocks: Buy Brasil Telecom SA (BTM:NYSE) below $35

by J. Christoph Ambergere Baltimore — (TFN): This company has one of the best P/E ratios of any North American-traded stock. It has one of the top PEG rates. It pays a dividend of over 4%. And analysts give it a one-year target of $61.50 — an upside of over 80% over its current stock price. I’d [...]

Market Buzz: This stock is recession proof!

Baltimore — (TFN): This company has it all: The best P/E ratio, incredible PEG rate, a 4% dividend… and an 80% upside. Plus, it is virtually reception proof! Click here for the stock name! ****Make sure you sign up for our FREE TFN News Feed for breaking news, special reports and new financial videos. Sign up through [...]

Steel Prices: The ETF doesn’t lie

“In the past, you might have expected steel stocks to get hit hard by a U.S. slowdown and open talk of recession. But now there is so much construction taking place, America has become a much smaller piece of the puzzle.” — Justice Litle Blogger’s note: With a U.S. recession on [...]

Foreign Investment: It’s always sunny in Brazil

"Brazil was once the poster-boy for financial mismanagement. Spiraling inflation, massive debts and a chronic history of currency devaluation is Brazil’s legacy from the 1970s and 1980s. But not anymore." — Mike Burnick by Mike Burnick, The Sovereign Society Baltimore – (TFN):  The U.S. credit crunch is far from over [...]

Oil and Energy Investing: Who has the oil?

  "You wonder why the U.S. puts so much time and energy into the Middle East? This is why." — Christian DeHaemer, Crisis Trader Blogger's note: We found an interesting map and a few good comments from our friend Christian DeHaemer in a recent Taipan Publishing Group Chart of the Day. And I thought you would find [...]