Brazilian elites got rid of Lula because he spent vast sums of public money on the public, reducing what they could purloin to maintain their systems of patronage.  
Bolsonaro’s failed management of the public health crisis could be so bad that they bring Lula back.
@macroesg #macroesg www.macroesg.com @gregbeier

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Send in a voice message: https://anchor.fm/macro-esg/message

Brazilian elites got rid of Lula because he spent vast sums of public money on the public, reducing what they could purloin to maintain their systems of patronage. Bolsonaro’s failed management of the public health crisis could be so bad that they bring Lula back. @macroesg #macroesg www.macroesg.com @gregbeier --- Send in a voice message: https://anchor.fm/macro-esg/message

Brazilian elites got rid of Lula because he spent vast sums of public money on the public, reducing what they could purloin to maintain their systems of patronage.&nbsp;&nbsp;
Bolsonaro’s failed management of the public health crisis could be so bad that they bring Lula back.
@macroesg #macroesg www.macroesg.com @gregbeier

--- 

Send in a voice message: https://anchor.fm/macro-esg/message

As Brazil Burns… Will Lula Come Back?

We analyze the risks of markets, politics, and technology for a sustainable future. 

We generate actionable ideas with clear risk reward and position size.

We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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We analyze the risks of markets, politics, and technology for a sustainable future. We generate actionable ideas with clear risk reward and position size. We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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As Brazil Burns… Will Lula Come Back?

As Brazil Burns… Will Lula Come Back?