And I believe the reason I'm in this café is the same as the reason for Rousseff being impeached: a totally backwards, bureaucratic, inefficient government and financial sector.

Let me elaborate.

This is my first time to Brazil; Simon Black sent me here earlier this week to conduct deeper due diligence on a private company that we are considering investing in.

The business is EXTREMEY promising and growing rapidly, which is really a tremendous accomplishment in this country.

Right now, Brazil is in its worst recession in 80 years. That means a lot in a country that has had horrific hyperinflation and burned through at least half a dozen currencies.

There's a lot of noise right now about corruption and nepotism (hence the impeachment of Dilma Rousseff).

But the real problem here is the bureaucracy. Brazil is legendary for it.