Onda Suave

04/14/2026

Otavio (Tavi) Costa

·
4m
Brazilian equities near record inflows.
The real at its strongest level in two years.

First I was told this wasn’t possible.
Now I’ll hear it’s not sustainable.

Nothing moves in a straight line, but don’t confuse a bear market rally with the start of a secular cycle.

This is undeniably the latter, in my view.

https://open.substack.com/pub/tavicosta/p/latam-breakout-plays?r=2m39jp&utm_medium=ios

H/t to

for the chart.

The Early Innings

04/01/2026

03/11/2026

The Northern Miner

·
24m
Chile mining faces policy test under Kast government

Chile’s mining sector faces a policy reset as President José Antonio Kast took office on Wednesday, raising expectations of regulatory reform and stronger security in the world’s largest copper-producing nation.

03/08/2026

Financial Times

·
1h
Latin America’s lithium triangle is now in the hands of the right https://ft.trib.al/GeAtpQB | opinion

A reversal of political fortune in the region has major implications for critical minerals

02/13/2026

Prayers

On today’s episode, Katarina breaks down the killing of several kidnapped workers connected to Canadian mining company Vizsla Silver Corp. in Sinaloa.Borderl...

02/10/2026

Via .

Non-US equities having one of their best starts of the year over the last four decades.

02/10/2026

https://www.youtube.com/watch?v=j1-MS1RHwlQ

Venezuela has been dragged through the mud thanks to Chávez and Maduro, but it might be seeing its first genuinely positive development in decades. Join the ...

02/02/2026

BREAKING: Costa Rica right-winger Laura Fernandez just CRUSHED the socialist party in the presidential election after campaigning on cracking down on criminality Bukele-style.

Fernandez is yet another Trump ally in the Western Hemisphere. She met with Marco Rubio last year.

02/01/2026

“I am an individualist. I do not believe in collectives.”

~ Jorge Luis Borges, Argentine’s greatest writer (1899-1986)

01/16/2026

https://www.youtube.com/watch?v=bzZk8HAfSKY

Colombia looked like it was in the hot seat following Maduro's capture, but tensions seemed to have eased following a call between Trump and President Gustav...

01/04/2026

https://x.com/chigrl/status/2007884510051143849?s=20

12/12/2025

https://br.cointelegraph.com/news/itau-recommends-bitcoin-allocation-in-2026

Análise do Itaú recomenda alocação de 1% a 3% em Bitcoin, destacando que o criptoativo atua como diversificador, proteção cambial e aposta de longo prazo.