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Read more about the article Brazil just had its worst day in six years. It has seen this kind of panic before – in 2002

Brazil just had its worst day in six years. It has seen this kind of panic before – in 2002

  • Post author:Martin Filkuka
  • Post published: October 27, 2026
  • Post category:World & Markets

Brazil's stock market fell 13.9% on Monday. In 2002 the Lula panic came months before the vote. What is different now, and what I take from it as a NU and MELI shareholder.

Continue ReadingBrazil just had its worst day in six years. It has seen this kind of panic before – in 2002
Read more about the article Gold has overtaken US Treasuries. Central banks actually bought less of it last year

Gold has overtaken US Treasuries. Central banks actually bought less of it last year

  • Post author:Martin Filkuka
  • Post published: October 2, 2026
  • Post category:World & Markets

In June the European Central Bank published a number that went around the financial news. At the end of 2025, gold made up 27% of official reserves held by central…

Continue ReadingGold has overtaken US Treasuries. Central banks actually bought less of it last year
Read more about the article The worst case has lasted six months. Oil is at $89

The worst case has lasted six months. Oil is at $89

  • Post author:Martin Filkuka
  • Post published: August 27, 2026
  • Post category:World & Markets

In mid-March 2026, the Strait of Hormuz had been shut for two weeks and Brent traded above $106. FGE was talking about a $150–200 range. Macquarie put the odds of…

Continue ReadingThe worst case has lasted six months. Oil is at $89

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  • Gold has overtaken US Treasuries. Central banks actually bought less of it last year
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© 2026 The Venerables · Martin Filkuka

The views expressed here are my own personal opinions and reflect my own portfolio decisions. This content is for informational and educational purposes only – it is not investment advice, a recommendation, or a solicitation to buy or sell any security. Always do your own research or consult a licensed financial advisor before making investment decisions.