I’m in Brazil with 20 of your fellow members. As usual, places on our scouting trip went fast. I’ll send you a full briefing of what we find when I get back to the office. But meantime, there’s a way you can “ride along” with us…

Crisis investing means buying when everyone else wants or needs out. At an aggregate level, markets overreact and overshoot both on the up and downside. Assets become mispriced. Mispriced assets = profit opportunity.