Pantheon Insights

25 years of Brazil Bonds Investing. Not investment advice

A wild man who found his was in to macro markets.

Daily brief analysing the five global issues that matter to business leaders, written by former diplomats. Modelled on the US President’s Daily Brief.

I research domestic deep value equities below net tangible asset value, net current asset value or net cash.

What matters—and what’s next in China business.

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Macroeconomics

Your daily newspaper for each continent, written in wire service style and delivered every weekday. Like your very own Presidential Daily Briefing.

Emergers provides Research, Advisory and Agency services aiming to equip Investors and Business Leaders with a competitive edge. We forcus on emerging trends in tech, energy, and life sciences.