Feb

11

 Greece has been discussed, but Brazil also seems particularly beaten down at the moment. There is a brutal drought and many things are going on with the government. I enjoyed this blog post on the subject:

A few months ago, I suggested that investors venture where it is darkest, the nether regions of the corporate world where country risk, commodity risk and company risk all collide to create investing quicksand. I still own the two companies that I highlighted in that post, Vale and Lukoil, and have no regrets, even though I have lost money on both.


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