IKN

a plague o both your houses

Weekend Freestuff

A kind reader has sent along a no-fuss, direct link to that “Sales in Recession” note offered by Oracle that I highlighted yesterday, so you can now get your copy without all that form-filling. Here’s the link.

Here’s a short recent note from Brazilian broker Bradesco that shows some of the underlying reasons why your humble correspondent likes Cosan (CZZ) and the sugar sector in Brazil.

This is fresh off the the presses; the brand new corporate presentation for Fortuna Silver (FVI.v) that gives a nice overview of where the company stands right now.

Finally, here’s the link to the transcript of a UBS conference call that happened early last week. The subject is the state of play in Emerging Markets and there’s plenty to chew on for people interested in Brazilian stocks.

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