Corsair das Caraíbas
4.9K posts

Corsair das Caraíbas
@CCaraibas
“We don’t see things as they are, we see them as we are”



Yesterday I made the case on my Substack that an opportunistic long on the $SPY and the $JPY could make sense You can read it here 👇👇 open.substack.com/pub/financasco…

one lesson i learned a few years ago is that the animal spirits essentially believe everything is bullish all the doomers who spent the last month calling for limit downs every weekend have now watched the fastest rally in HISTORY off a low unemployment goes up, bullish bc the fed has to cut and inject money unemployment goes down, bullish bc the economy is strong! war starts, bullish bc it means more printing, inflationary war ends, bullish bc of peace and less uncertainty the US markets have a 100% recovery rate. 100%. so it's just about finding opportunity within that










Vou adicionar mais um indicador. Taxa de habitação própria em função da população total. Se analisarem Portugal tem das maiores taxas mundiais (76% da população) , a par de Italia e Espanha ( factor cultural) . A China não publica dados desde 2018 . No segundo gráfico tem os paises para ser mais fácil a análise.
















