In my last analysis of September , I had mentioned that Petrobras ( PBR ) was going through a particular moment, since its fundamentals were moving forward more clearly than the market’s reading. Today, two monthsI’m an economist and independent investor from Argentina. I focus on connecting macroeconomic dynamics with company-level valuation to identify long-term opportunities. Living in Argentina gives me a firsthand view of one of the most complex and dynamic markets, which allows me to cover local asset ...