{"version":"https://jsonfeed.org/version/1","title":"Ameritree Capital","home_page_url":"https://ameritreecapital.com","description":"Ameritree Capital","author":{"name":"Ameritree Capital"},"items":[{"id":"https://ameritreecapital.com/macro-review/f/live-on-chanel-10-pampa-energia-review","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/live-on-chanel-10-pampa-energia-review","title":"Live on Chanel 10, Pampa Energia review","date_modified":"2026-08-13T10:15:29Z"},{"id":"https://ameritreecapital.com/macro-review/f/review-on-kaspi","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/review-on-kaspi","title":"Review on Kaspi","date_modified":"2026-08-13T10:14:01Z"},{"id":"https://ameritreecapital.com/macro-review/f/energy-sector--petrobras-in-focus","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/energy-sector--petrobras-in-focus","title":"Energy sector- Petrobras in focus","date_modified":"2026-08-09T05:29:57Z"},{"id":"https://ameritreecapital.com/macro-review/f/stock-talk-on-results--rio-vale-coco-dual","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/stock-talk-on-results--rio-vale-coco-dual","title":"Stock Talk on results- Rio, Vale, Coco, DUAL","date_modified":"2026-08-09T05:17:29Z"},{"id":"https://ameritreecapital.com/macro-review/f/bancolombia-review-following-colombians-elections","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/bancolombia-review-following-colombians-elections","title":"Bancolombia review following Colombians elections ","date_modified":"2026-06-26T11:09:12Z"},{"id":"https://ameritreecapital.com/macro-review/f/copper-review-stock-talk-channel-10","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/copper-review-stock-talk-channel-10","title":"Femsa review Stock Talk, Channel 10","date_modified":"2026-06-10T11:14:23Z"},{"id":"https://ameritreecapital.com/macro-review/f/copper-sector-review-stock-talk","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/copper-sector-review-stock-talk","title":"Copper sector Review, Stock Talk ","date_modified":"2026-06-10T11:05:14Z"},{"id":"https://ameritreecapital.com/macro-review/f/agco-corp-analysis-april-2026-channel-10","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/agco-corp-analysis-april-2026-channel-10","title":"AGCO Corp Analysis, April 2026, Channel 10","date_modified":"2026-05-07T10:12:32Z"},{"id":"https://ameritreecapital.com/macro-review/f/d-local-ltd-live-analysis-channel-10","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/d-local-ltd-live-analysis-channel-10","title":"D Local LTD live analysis Channel 10","date_modified":"2026-05-07T09:58:34Z"},{"id":"https://ameritreecapital.com/macro-review/f/banco-macro-analysis-live-on-chanel-10","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/banco-macro-analysis-live-on-chanel-10","title":"Banco Macro analysis live on Chanel 10","date_modified":"2026-04-24T16:28:43Z"},{"id":"https://ameritreecapital.com/macro-review/f/paypal-holdings-review-live-on-chanel-10","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/paypal-holdings-review-live-on-chanel-10","title":"PayPal Holdings review, live on Chanel 10","date_modified":"2026-04-24T16:24:40Z"},{"id":"https://ameritreecapital.com/macro-review/f/laureate-education-review-channel-10-live-panel","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/laureate-education-review-channel-10-live-panel","title":"Laureate Education review Channel 10 Live Panel","date_modified":"2026-04-02T11:55:45Z"},{"id":"https://ameritreecapital.com/macro-review/f/booking-bkng-review-channel-10","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/booking-bkng-review-channel-10","title":"Booking (BKNG) review Channel 10 ","date_modified":"2026-04-02T11:51:50Z"},{"id":"https://ameritreecapital.com/macro-review/f/reddit-review-march-2026-live-panel-at-channel10","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/reddit-review-march-2026-live-panel-at-channel10","title":"Reddit review, March 2026, live panel at Channel10","date_modified":"2026-03-16T17:56:06Z"},{"id":"https://ameritreecapital.com/macro-review/f/credicorp-analysis-live-for-channel-10","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/credicorp-analysis-live-for-channel-10","title":"Credicorp analysis, LIVE for Channel 10 ","date_modified":"2026-03-16T17:39:58Z"},{"id":"https://ameritreecapital.com/macro-review/f/vista-energy-review","html_content":"

On Friday, during the weekly ערוץ 10 - ערוץ הכלכלה panel ((link in the first comment) amid rising tension with Iran, I highlighted the energy sector and a specific pick - Vista Energy. A few hours later, at a Purim part...

","url":"https://ameritreecapital.com/macro-review/f/vista-energy-review","title":"Vista Energy Review","summary":"On Friday, during the weekly ערוץ 10 - ערוץ הכלכלה panel ((link in the first comment) amid rising tension with Iran, I highlighted the energy sector and a specific pick - Vista Energy. A few hours later, at a Purim part...","date_modified":"2026-03-16T17:28:23Z"},{"id":"https://ameritreecapital.com/macro-review/f/femsa-and-lululemon-channel-10","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/femsa-and-lululemon-channel-10","title":"Femsa and Lululemon: Channel 10 ","date_modified":"2026-01-26T11:06:20Z"},{"id":"https://ameritreecapital.com/macro-review/f/santander-mexico-conference-jan-2026","html_content":"

Thank you Santander for a productive Mexico focused conference in Cancun. Developed in the 1960s–70s as a purpose-built resort for international visitors, the city’s large resorts, malls, and restaurants reflect Mexico...

","url":"https://ameritreecapital.com/macro-review/f/santander-mexico-conference-jan-2026","title":" Mexico report- Santander conference, January 2026","summary":"Thank you Santander for a productive Mexico focused conference in Cancun. Developed in the 1960s–70s as a purpose-built resort for international visitors, the city’s large resorts, malls, and restaurants reflect Mexico...","date_modified":"2026-01-25T11:45:57Z"},{"id":"https://ameritreecapital.com/macro-review/f/sidebuyside-partners-podcast-ameritreecapital-philosophy","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/sidebuyside-partners-podcast-ameritreecapital-philosophy","title":"SideBuySide Partners podcast-AmeritreeCapital philosophy","date_modified":"2026-01-07T07:56:18Z"},{"id":"https://ameritreecapital.com/macro-review/f/nubank-and-interactive-brokers-fintech-leaders-in-2026","html_content":"

Last night on Channel 10 (link in the fist comment), we discussed stocks ahead of 2026. It seems that after 3 years of market rally, in 2026 selection will be important. Furthermore, AI will remain a key theme — not ...

","url":"https://ameritreecapital.com/macro-review/f/nubank-and-interactive-brokers-fintech-leaders-in-2026","title":" Nubank and Interactive Brokers: Fintech Leaders in 2026","summary":"Last night on Channel 10 (link in the fist comment), we discussed stocks ahead of 2026. It seems that after 3 years of market rally, in 2026 selection will be important. Furthermore, AI will remain a key theme — not ...","date_modified":"2026-01-06T11:46:34Z"},{"id":"https://ameritreecapital.com/macro-review/f/argentina--country-visit-and-post-mid-term-elections-review","html_content":"

It was good to spend time in Argentina last month, meeting a wide range of professionals across industries. To every question, the answer was the same: “we need to wait for the mid-term election result”.\n \nLast week, the...

","url":"https://ameritreecapital.com/macro-review/f/argentina--country-visit-and-post-mid-term-elections-review","title":"Argentina- country visit and post mid term elections review","summary":"It was good to spend time in Argentina last month, meeting a wide range of professionals across industries. To every question, the answer was the same: “we need to wait for the mid-term election result”.\n \nLast week, the...","date_modified":"2025-11-09T10:46:27Z"},{"id":"https://ameritreecapital.com/macro-review/f/proteins-and-pulp-insights-from-a-farm-visit","html_content":"

A few days ago I visited a farm in Argentina (Entre Ríos), dedicated to cattle and eucalyptus. It was a good opportunity to see firsthand two major industries with clear competitive advantage in Latin America: beef and p...

","url":"https://ameritreecapital.com/macro-review/f/proteins-and-pulp-insights-from-a-farm-visit","title":"Proteins and pulp-insights from a farm visit","summary":"A few days ago I visited a farm in Argentina (Entre Ríos), dedicated to cattle and eucalyptus. It was a good opportunity to see firsthand two major industries with clear competitive advantage in Latin America: beef and p...","date_modified":"2025-10-19T16:48:17Z"},{"id":"https://ameritreecapital.com/macro-review/f/combining-ai-with-traditional-fundamental-analysis","html_content":"

Thank you BuySide Partners – it was great to give the lecture with a very “catchy” title - Combining AI with Traditional Securities Analysis & Portfolio Construction.\n \nGiven the pace of innovation in this field, the hig...

","url":"https://ameritreecapital.com/macro-review/f/combining-ai-with-traditional-fundamental-analysis","title":"Combining AI with traditional fundamental analysis","summary":"Thank you BuySide Partners – it was great to give the lecture with a very “catchy” title - Combining AI with Traditional Securities Analysis & Portfolio Construction.\n \nGiven the pace of innovation in this field, the hig...","date_modified":"2025-10-19T16:46:56Z"},{"id":"https://ameritreecapital.com/macro-review/f/28th-annual-morgan-stanley-latam-conference","html_content":"

It was great to be at the Morgan Stanley LATAM conference last week, meeting companies and industry colleagues.\n\nTop-down themes dominated discussions, given Buenos Aires’ election result received a day before the confer...

","url":"https://ameritreecapital.com/macro-review/f/28th-annual-morgan-stanley-latam-conference","title":"28th annual Morgan Stanley Latam conference ","summary":"It was great to be at the Morgan Stanley LATAM conference last week, meeting companies and industry colleagues.\n\nTop-down themes dominated discussions, given Buenos Aires’ election result received a day before the confer...","date_modified":"2025-09-17T12:32:43Z"},{"id":"https://ameritreecapital.com/macro-review/f/digital-finance-trends-in-latin-america","html_content":"

Q2 numbers of Mercado Libre, Nubank and XP Inc. provide a good insight on digital finance trends in Latin America. These companies cover a wide spectrum of digital finance - payments, credit, and investments. The numbers...

","url":"https://ameritreecapital.com/macro-review/f/digital-finance-trends-in-latin-america","title":"Digital Finance trends in Latin America","summary":"Q2 numbers of Mercado Libre, Nubank and XP Inc. provide a good insight on digital finance trends in Latin America. These companies cover a wide spectrum of digital finance - payments, credit, and investments. The numbers...","date_modified":"2025-08-25T06:13:42Z"},{"id":"https://ameritreecapital.com/macro-review/f/us-and-brazil-new-tariff","html_content":"

On July 10, the U.S. announced a 50% tariff on all goods imported from Brazil, effective August 1.

","url":"https://ameritreecapital.com/macro-review/f/us-and-brazil-new-tariff","title":"US and Brazil new tariff","summary":"On July 10, the U.S. announced a 50% tariff on all goods imported from Brazil, effective August 1.","date_modified":"2025-08-24T10:29:56Z"},{"id":"https://ameritreecapital.com/macro-review/f/president-milei-at-hebrew-university-of-jerusalem","html_content":"

Things change quickly in the Middle East – it’s hard to believe that only on Thursday, a week ago, President Javier Milei was hosted at the The Hebrew University of Jerusalem. Since then, we’ve found ourselves running to...

","url":"https://ameritreecapital.com/macro-review/f/president-milei-at-hebrew-university-of-jerusalem","title":"President Milei at Hebrew University of Jerusalem","summary":"Things change quickly in the Middle East – it’s hard to believe that only on Thursday, a week ago, President Javier Milei was hosted at the The Hebrew University of Jerusalem. Since then, we’ve found ourselves running to...","date_modified":"2025-08-24T10:29:18Z"},{"id":"https://ameritreecapital.com/macro-review/f/santander-latam-conference-london-may-2025--chile-focus","html_content":"

It was very good to be at the Santander LATAM conference in London last week. The conference combined top-down macro perspectives in day one, followed with company meetings in day two.

","url":"https://ameritreecapital.com/macro-review/f/santander-latam-conference-london-may-2025--chile-focus","title":"Santander Latam conference London May 2025- Chile focus","summary":"It was very good to be at the Santander LATAM conference in London last week. The conference combined top-down macro perspectives in day one, followed with company meetings in day two.","date_modified":"2025-08-24T10:28:30Z"},{"id":"https://ameritreecapital.com/macro-review/f/region-and-equities-more-resilient-to-trade-war-speculations","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/region-and-equities-more-resilient-to-trade-war-speculations","title":"region and equities more resilient to trade war speculations","date_modified":"2025-08-24T10:27:43Z"},{"id":"https://ameritreecapital.com/macro-review/f/2025--equities-performance-divergence-in-the-americas","html_content":"

In 2025, equities performance across the Americas is diverging sharply. Latin America’s two largest markets, Brazil and Mexico, have posted strong USD returns, while major U.S. indices have lagged.\nYTD Performance (USD t...

","url":"https://ameritreecapital.com/macro-review/f/2025--equities-performance-divergence-in-the-americas","title":"2025- equities performance divergence in the Americas","summary":"In 2025, equities performance across the Americas is diverging sharply. Latin America’s two largest markets, Brazil and Mexico, have posted strong USD returns, while major U.S. indices have lagged.\nYTD Performance (USD t...","date_modified":"2025-08-24T10:12:07Z"},{"id":"https://ameritreecapital.com/macro-review/f/argentina-%E2%80%93-imf-deal-review-%E2%80%93-pre-country-visit-note-%E2%80%93","html_content":"

Next week, I’ll be in Argentina, a country in the midst of a radical economic transition. \n \nAfter 70 years of Peronism, President Javier Milei’s administration is implementing  a radically different economic policies fo...

","url":"https://ameritreecapital.com/macro-review/f/argentina-%E2%80%93-imf-deal-review-%E2%80%93-pre-country-visit-note-%E2%80%93","title":"Argentina – IMF deal review – pre country visit note –","summary":"Next week, I’ll be in Argentina, a country in the midst of a radical economic transition. \n \nAfter 70 years of Peronism, President Javier Milei’s administration is implementing  a radically different economic policies fo...","date_modified":"2025-08-24T10:07:25Z"},{"id":"https://ameritreecapital.com/macro-review/f/argentina-%E2%80%93-this-time-it%E2%80%99s-different","html_content":"

In finance, the phrase “this time it’s different” is seen as a red flag. But after spending two weeks in Argentina, visiting different areas, it feels like this time, it might actually be different.\n

","url":"https://ameritreecapital.com/macro-review/f/argentina-%E2%80%93-this-time-it%E2%80%99s-different","title":"Argentina – this time it’s different?","summary":"In finance, the phrase “this time it’s different” is seen as a red flag. But after spending two weeks in Argentina, visiting different areas, it feels like this time, it might actually be different.\n","date_modified":"2025-08-24T10:05:41Z"},{"id":"https://ameritreecapital.com/macro-review/f/oscars-and-the-potential-impact-on-equities-in-the-sector","html_content":"

","url":"https://ameritreecapital.com/macro-review/f/oscars-and-the-potential-impact-on-equities-in-the-sector","title":"OSCARS and the potential impact on equities in the sector","date_modified":"2025-08-24T10:03:30Z"},{"id":"https://ameritreecapital.com/macro-review/f/empowering-a-bottom-up-global-strategy-with-ai","html_content":"

https://www.youtube.com/watch?app=desktop&v=ZYs38GixzdE

","url":"https://ameritreecapital.com/macro-review/f/empowering-a-bottom-up-global-strategy-with-ai","title":"Empowering a bottom-up global strategy with AI","summary":"https://www.youtube.com/watch?app=desktop&v=ZYs38GixzdE","date_modified":"2025-08-24T10:00:42Z"},{"id":"https://ameritreecapital.com/macro-review/f/what-to-know-about-the-copper-industry","html_content":"

By Ilan Furman, CFA

","url":"https://ameritreecapital.com/macro-review/f/what-to-know-about-the-copper-industry","title":"What to Know About the Copper Industry","summary":"By Ilan Furman, CFA","date_modified":"2025-08-24T09:59:42Z"},{"id":"https://ameritreecapital.com/macro-review/f/why-mexico-has-the-potential-to-improve-growth-and-trade-position","html_content":"

By Ilan Furman, CFA

","url":"https://ameritreecapital.com/macro-review/f/why-mexico-has-the-potential-to-improve-growth-and-trade-position","title":"Why Mexico Has the Potential to Improve Growth and Trade Position","summary":"By Ilan Furman, CFA","date_modified":"2025-08-24T09:58:49Z"},{"id":"https://ameritreecapital.com/macro-review/f/brazil-country-visit","html_content":"

30/02/2025

","url":"https://ameritreecapital.com/macro-review/f/brazil-country-visit","title":"Brazil Country Visit","summary":"30/02/2025","date_modified":"2025-08-24T09:58:00Z"},{"id":"https://ameritreecapital.com/macro-review/f/the-amazon-of-latin-america-posting-another-strong-quarter","html_content":"

By Ilan Furman, CFA

","url":"https://ameritreecapital.com/macro-review/f/the-amazon-of-latin-america-posting-another-strong-quarter","title":"The Amazon\" of Latin America posting another strong quarter","summary":"By Ilan Furman, CFA","date_modified":"2025-08-24T09:56:13Z"},{"id":"https://ameritreecapital.com/macro-review/f/income-generation-and-inflation-hedging","html_content":"

By Ilan Furman, CFA

","url":"https://ameritreecapital.com/macro-review/f/income-generation-and-inflation-hedging","title":"Income Generation and Inflation Hedging:","summary":"By Ilan Furman, CFA","date_modified":"2025-08-24T09:53:57Z"},{"id":"https://ameritreecapital.com/macro-review/f/argentinas-new-economic-path-the-first-100-days-of-mileis-pres","html_content":"

By Ilan Furman, CFA

","url":"https://ameritreecapital.com/macro-review/f/argentinas-new-economic-path-the-first-100-days-of-mileis-pres","title":"Argentina's New Economic Path: The First 100 Days of Milei's Pres","summary":"By Ilan Furman, CFA","date_modified":"2025-08-24T09:52:14Z"},{"id":"https://ameritreecapital.com/macro-review/f/high-end-global-fashion-brands-review","html_content":"

October 2023

","url":"https://ameritreecapital.com/macro-review/f/high-end-global-fashion-brands-review","title":"High End Global Fashion Brands Review","summary":"October 2023","date_modified":"2025-08-24T09:50:01Z"}]}