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Foreign Capital Returns To Brazil As Goldman Clients See 20% Stock Rally If Bolsonaro Defeats Socialist
Foreign Capital Returns To Brazil As Goldman Clients See 20% Stock Rally If Bolsonaro Defeats Socialist
Brazil's tightening presidential race could drive a sharp repricing of local equities.
A new Goldman Sachs survey of 70 global investors found that half see at least 20% upside in EWZ, the US-listed Brazil equity ETF, by year-end if right-wing challenger Flávio Bolsonaro defeats socialist President Luiz Inácio Lula da Silva. The first round is scheduled for Oct. 4, with a potential runoff on Oct. 25.
Lula (Left); Bolsonaro (Right)
Goldman Sachs Managing Director Nelson Armbrust provided clients color...
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Mar 24, 2026 / Dave DeCamp
US Airstrikes in Iraq Kill 15 PMF Fighters, Including Senior Commander
Iraq’s Popular Mobilization Forces (PMF) said on Tuesday that US airstrikes in Anbar, western Iraq, killed 15 of its fighters, including a senior commander. Iraqi media reported that Iraqi Prime Minister “In a blatant and cowardly attack, the commander of the Anbar Operations in the Popular Mobilization Forces, Saad Dua al-Bayji, was martyred along with a group […]
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Aug 4, 2026 / Tyler Durden
Bitdeer Lands $4.7B Norway Lease With a16z-, Nvidia- And Dell-Backed Volta
Bitdeer Lands $4.7B Norway Lease With a16z-, Nvidia- And Dell-Backed Volta
Bitdeer Technologies Group (NASDAQ: BTDR) announced Aug. 4 that it has executed a 16-year colocation lease and services agreement for 121 IT megawatts at its Tydal, Norway campus, representing roughly $4.7 billion in contracted payments, with a renewal option that takes the potential total to $8.0 billion over 24 years. The announcement sent shares about 14% higher premarket.
The tenant is Volta Tydal AS, a subsidiary of Volta Infra Holdings, an AI infrastructure platform that emerged the same morning with...
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May 11, 2026 / Murray N. Rothbard
Nations by Consent
Every nation-state boundary was drawn by force. Should we treat them as sacred the same way we treat a house or factory? Rothbard says no, and proposes something more radical.
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