Banks

Argentine Bulls May Return, So Choose Your Weapon – equity, bonds, or options

September LatAm Report: The Argentinean Edition

Sep 12, 2025 • Mihail Stoyanov

Bottom Fishing in LatAm

June LatAm Report: The Colombian Edition

Jun 20, 2025 • Mihail Stoyanov

Fixed income ideas for mariachi and luchadores

Another Mexican report: HY opportunities

Apr 30, 2025 • Mihail Stoyanov

Fixed income idea with a HY-bond yield and savings deposit risk

How to Lend Money to Swiss Bankers?

Mar 31, 2025 • Mihail Stoyanov

Brazil as yield seekers paradise

Brazilian bonds for real yields

Mar 5, 2025 • Mihail Stoyanov

The most leveraged bet on Brazil

Finally, it is not a shipping or energy stock pick

Feb 12, 2025 • Mihail Stoyanov

Investing in the Far Far West

Dr. Copper and Political Shift

Dec 1, 2024 • Mihail Stoyanov

The second largest continent as an investment opportunity

Banking in (South) Africa

Jul 6, 2024 • Mihail Stoyanov

Why invest in Brazilian banks in 728 words?

Brazilian Banks as asymmetric bet

Jun 19, 2024 • Mihail Stoyanov

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