Brazil Bonds
Subscribe
Sign in
Home
Archive
Leaderboard
About
The Advisor Brief: 12 Questions to Ask Before Buying a Brazilian USD Bond
A practical checklist for advisors evaluating sovereign, quasi-sovereign, and corporate paper from Brazil
Feb 17
•
Brazil Investor
Latest
Top
Discussions
Position Sizing and Concentration Limits: A Risk Framework for HNW Portfolios
Balancing conviction with resilience when wealth, taxes, and liquidity constraints raise the stakes
Feb 10
•
Brazil Investor
2
After You Buy: A Monitoring Checklist Using 6-Ks, Covenants, and KPIs
How to turn “deal done” into disciplined, repeatable portfolio oversight
Feb 3
•
Brazil Investor
7
Offshore vs. Onshore Structures (and “Keepwell” Agreements): Why Legal Plumbing Matters
How the route your money takes can decide the outcome—long before a default ever happens
Jan 27
•
Brazil Investor
6
Getting a Fair Print: RFQ Best Practices and Broker Selection for OTC Bonds
How to run tighter auctions, curb information leakage, and choose the right counterparties in opaque markets.
Jan 20
•
Brazil Investor
2
Liquidity in a Panic: How Brazilian USD Bonds Trade When Markets Gap
Why price discovery, depth, and dealer behavior change the moment the tape jumps—and what EM investors can do about it.
Jan 13
•
Brazil Investor
3
1
Yield-to-Worst, Z-Spread, and OAS: Picking the Right Metric for Real-World Decisions
How to choose the right lens for bonds that don’t behave like plain vanilla bonds
Jan 6
•
Brazil Investor
3
Hedging Credit Risk with CDS and ETFs: What’s Actually Practical for Individuals
How to protect a portfolio from widening credit spreads—without needing a Wall Street trading desk.
Dec 30, 2025
•
Brazil Investor
5
See all
Brazil Bonds
25 years of Brazil Bonds Investing. Not investment advice
Subscribe
Recommendations
View all 84
Future Funds
Future Funds
Pauline’s Substack
Pauline MaxDividends Team
DTI
Mirko Milito
Navigating The Market
Michael J. Kramer
SmartReversals’ Trading Compass
SmartReversals
Brazil Bonds
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
