NEWSLETTER: JULY PART III 3 JULY 2020 Here are a few updates with a new Chinese bank in Brazil, BRL and soybean prices comments, and much talk about Rumo and Brazil logistics.
More 2nd crop corn reports out of Mato Grosso.
NEWSLETTER: JULY PART II 26 JUNE 2020 This is heavy on infrastructure. You will see a theme. Bi-polar articles- one will talk about all the progress and the next will talk about nothing will be happening.
NEWSLETTER: JULY PART I 16 JUNE 2020 Mato Grosso soy movement by port, FX comments and also technical update on SX 20 soybeans.
Kory, I just wanted to thank you for all newsletters and information that you send! I especially enjoyed reading the newsletters every month and learned so much about agricultural and Brazil from those newsletters.
In reading the newsletters, I learned about what happened with your son and the program at Harvard… unfortunately (or fortunately) for me, I was the net beneficiary of situation like that with MBA admissions. Due to the restrictions with VISAs, internationals cannot attend this fall (at least in person) and programs were thus desperate for people who had international experience but can still enter the United States, so expats. I’m still negotiating, but will be either attending University of Virginia or Carnegie Mellon this fall.
Anyway if there is anything I can do for you, let me know! My contact information is below… I’m flying back to Minneapolis tonight.
Brazilian Management Consultant
Thank you so much for these newsletters! They are very insightful.
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