Current Issues
ETFs for profits now

Top Exchange-traded funds to own
Trading Alert | June 16, 2009
As summer officially approaches next week, I thought this would be a good time to talk about a more relaxed way of investing. Here are some Exchange-traded funds that can benefit from rising commodity prices, stronger asset values and higher investment flows into Latin America.
This alert consolidates previous fund recommendations into one set of ideas.
A shrinking US dollar creates opportunities
Issue #7
Latin Stock Investing | June 10, 2009Dear Subscriber,
Will new global currency reserve measuring schemes kill the US dollar? The discussion about new special drawing rights at the IMF reminds me of the time I brought my new borne twins home. My older son celebrated his new sisters but within a week he was asking me when they were going away. Eventually a new order was established but not without intermittent squabbles along the way over the next two decades.
Read the recommended strategy in the attached newsletter issue.
Companhia Vale Do Rio Doce (nyse: VALE)

Supplying China's Materials Need
Hot Stock of the Week | June 1, 2009
What's helping to drive emerging markets is the rise in the price of raw materials, owing both to the steep drop in the value of the U.S. dollar since March and the rekindled demand for economic inputs like oil and steel.
That brings us to a China-related stock idea.
Is the Oil Rally Over?

IEA forecasts huge drop in energy demand
Trading Alert | May 14, 2009
Like everyone else, I have been watching the rise in oil prices, enjoying the higher Brazilian stock values and wondering when these energy and commodity-based gains would slow down. Be careful what you ask for.
The International Energy Agency is now forecasting that world crude demand this year is expected to contract by 2.6 million barrels a day, or 3%, to 83.2 million barrels a day. This represents the biggest contraction in almost 30 years.
Here are some ideas to position your portfolio for the next market move.
First Oil Flows from Brazil's Giant New Field

Issue #6
Latin Stock Investing | May 12, 2009
Watch out! Don't dive into oil stocks today based on headlines about deep-water oil drilling. I would like to say that investing in PetroBras (NYSE:PBR) has been a winner for investors with a long term investing approach, but the at Friday's close, the stock is trading at the same point that it was before PetroBras announced the massive oil field discovery in November of 2007.
What gives?
Top 5 Stocks to Own Now - The Focus List

Updated Focus List
Trading Alert | April 15, 2009
With the recent surge in stock prices, the single question I hear most often is, "What should I own now?"
Over the last two years, I have been signing the praises of investing in Latin America. So, it should come as no surprise to you that I'm still playing this one note samba – Brazil is the one place in the Western Hemisphere I would invest in. I know; I will never go on the road with my guitar, but this Latin investment theme is a hit. Brazil's got it all – market, materials, momentum and now money.


