Core Viewpoint - The recommendation for the iShares MSCI Brazil ETF (NYSEARCA: EWZ) has been raised from hold to buy, indicating a positive outlook for the investment opportunity in the Brazilian market [1]. Group 1: Investment Thesis - The article serves as a continuation of the initial coverage thesis published on March 27, 2024, reflecting an ongoing analysis of the Brazilian equity market [1]. - The analyst has over 7 years of experience in equity analysis specifically focused on Latin America, which adds credibility to the insights provided [1]. Group 2: Research and Insights - The company aims to provide clients with in-depth research and insights to facilitate informed investment decisions, highlighting the importance of thorough analysis in the investment process [1].

Core Viewpoint - The capture of Venezuelan leader Nicolás Maduro has prompted investors to seek opportunities in alignment with President Trump's goals for influence in the Western Hemisphere [1] Group 1 - Investors are eager to capitalize on the political shift following Maduro's capture [1] - The event is seen as a potential catalyst for increased U.S. involvement in Latin America [1] - There is a growing interest in sectors that may benefit from U.S. policies in the region [1]

Core Insights - PriceSmart, Inc. reported its first-quarter results after a strong finish to its 2025 fiscal year, indicating positive momentum for the company [1] - Over the past year, PriceSmart's shares have increased by 40%, suggesting a significant appreciation in stock value [1] Financial Performance - The company has shown strong performance metrics in its recent fiscal year, contributing to investor interest and stock price growth [1]

Group 1 - Venezuela plans to give up to 50 million barrels of oil to the U.S., with potential redirection of exports to China [3] - Berkshire Hathaway has raised new CEO Greg Abel's salary, surpassing that of Warren Buffett [3] Group 2 - Tensions are rising in the Arctic as the U.S. seeks to increase its influence over Greenland, with President Trump suggesting military involvement [4] - Denmark has signed a statement with European leaders to uphold territorial integrity, indicating that any attack would jeopardize NATO [4] - Historical U.S. interest in Greenland includes offers made in 1867 and 1946, highlighting its strategic importance [5] Group 3 - President Trump emphasized the national security importance of Greenland, citing the presence of Russian and Chinese ships in the region [6] - Greenland's coastline is believed to contain significant untapped mineral resources, which could reduce U.S. dependency on China [6] - New shipping routes are emerging in the Arctic due to melting ice, presenting trading opportunities for those who control these lanes [6]

In his second term, President Trump is seeking to dominate the Americas with a new "Donroe Doctrine" https://t.co/a0LrSeIhvb ...