Quipus Capital
Subscribe
Sign in
Home
Index
Archive
Leaderboard
About
Industry report
Latest
Top
Discussions
Brazilian Meatpackers: Cyclical turn?
2Q26 update of Brazilian meatpackers
May 3
5
1
Brazilian Meatpackers: Cyclical turn? Annex
Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or…
May 2
Forest Industries II: North American Wood Products
A leveraged play on the US construction cycle undergoing its worst downcycle since the GFC
Apr 19
12
2
Forest Industries II: North American Wood Products Annex
Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or…
Apr 18
Forest Industries I: Basics
The Forest Industries are a long value chain, extending from natural and planted forests through processed wood materials vital for construction and…
Mar 29
13
2
Suzano + Pulp and Paper Primer
The Brazilian hardwood pulp leader at a cyclical cross roads
Feb 15
15
2
3
Suzano + Pulp and Paper Primer Annex
Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or…
Feb 15
2
US Trucking Primer II : Truckload Carriers Overview
Continuing the analysis of the trucking industry and cycle from two weeks ago, this article provides an overview of the truckload carrier segment.
Feb 1
8
2
US Trucking Primer I: Cycle basics
Death on the Ridge Road - Grant Wood - 1935 (Wikimedia)
Jan 18
16
1
2
Lithium review - 4Q25
Sentiment changes from glut to shortage, does it have any battery left?
Dec 7, 2025
9
3
2
Brazil monetary and credit cycle review
Interest rates, money supply, credit growth, NPLs, and credit exposures by bank
Sep 27, 2025
12
5
3
Olefins Primer Series 1: Intro
15-page dive into the heart of the Chemicals industry
Sep 13, 2025
26
3
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
