Archive for May, 2009

May 2009 Issue

A Journey to the Sunny Side of the Leverage Cycle: Opportunity in Brazil By James Dale Davidson “If you look at all the facts, I don’t think there is a better environment in all the world than Brazil.” – Sam Zell, property guru and billionaire Rio de Janeiro – I recently conducted a personal survey [...]

May 1, 2009 Update

Leverage Cycle Tourism: My Trip to the Other Side The IMF is famous for holding back emerging economies by enforcing anti-growth policies. But not everything the IMF does or says is wrong.