Brazil

Over a year ago the Williams Inference service had a file about food. In that file China's shortage of food was mentioned and one of the inferences was Brazil. Brazil came to China's aid and sent food.

This quarter, the news on Brazil kept coming in a positive fashion and I made a new file aptly called "Brazil".

Yesterday, I received "The Economist" in the mail. This week's issue features Brazil which means we are probably late. Buying into Brazil a year ago made sense. Usually we are early but not in this case.

-Jim