Stoic_Trader
907 posts
o mundo acabando em guerra
o rio de janeiro:
Português
@ZattarRafael 80% da sociedade americana è pobre premium! A maioria não tem $2000 no banco em caso de uma emergência, já que vive de pay check a pay check! E ainda carregam dívidas altíssimas de carro, casa, e o pior cartão de créditos! Quando a crise bate … phudeu!
Português
Nova classe social do Brasil: pobre premium.
O maluco Ganha bem, consome bem, posta bem… mas continua sem patrimônio, sem liberdade e vivendo pressionado.
Tem carro caro, celular novo, restaurante no fim de semana e ansiedade todo dia.
Não falta renda. Falta direção.
Não falta dinheiro entrando. Falta dinheiro ficando.
Mta gente trocou riqueza de verdade por aparência de sucesso.
Ser rico não é parecer bem na foto.
É ter paz, tempo e patrimônio.
O Brasil normalizou parecer rico e continuar preso.
Português
USA Rare Earth just announced a deal to acquire Brazil's Serra Verde mine for $2.8 billion.
The deal closes in Q3 2026. The consequences started today.
Serra Verde is the only producing rare earth mine in all of Brazil.
Brazil sits on 21 million metric tons of rare earth reserves.
That is the second-largest deposit on earth. Second only to China.
China mines roughly 70% of all rare earths globally.
China refines nearly 90% of all rare earths globally.
Those are two different numbers. Both are weapons.
Before the deal was even announced, the US government's own DFC already put $565 million into Serra Verde.
In exchange, a US government vehicle gets 100% of Phase I production under a 15-year offtake contract.
The acquisition price is $300 million in cash plus stock.
Brazil's former owners got shares in a US company.
The US got the mine, the minerals, and first call on every ton produced.
Serra Verde is also the only operation outside Asia that can produce all four magnetic rare earths at scale.
Those four elements (neodymium, praseodymium, dysprosium, terbium) go into every high-performance magnet on earth.
Every EV motor. Every wind turbine. Every missile guidance system.
China understood this supply chain 30 years ago.
The US is building it one acquisition at a time.
Brazil is sitting on the board. The question is how it moves.
English
@robertlufkinmd @MrZackMorris This one is straight for you in Romania!!!!
English
In Cluj-Napoca, Romania, riders could pay for a bus ticket by doing 20 squats.
A device counted the squats and then issued a ticket valid for one trip on the CTP Cluj-Napoca urban transit network.
Seniors and people with disabilities could still ride free.
What do you think of this idea?
English
Starship Troopers star Patrick Muldoon has sadly died 💔
He was 57 🕊️
English
@WilliansonGuil2 @PillMoment Tu e' feio pra caraio! famoso come ninguem!
Português
@PillMoment Eu macetei uma por um tempo e dps soube q ela e uma outra polícia davam juntas pro comandante do batalhão, casado. Kkkkk
Putaria nua e crua.
Bom q eu aprendi a não colocar o coração onde geral colocou a chibata.
Imagina se é um menino bobo?
Português
@drewcrawford_ Why you keep talking about Brazil if you live in Argentina?
English
Want to understand why Brazil is the way it is?
You have to start at the beginning. And the beginning explains everything.
Portugal didn't colonize Brazil the way Britain colonized America.
There was no Puritan work ethic. No town hall democracy. No independent yeoman farmer building institutions from the ground up.
Portugal sent extractors. They came for sugar, gold, and wood. They built plantations, not communities.
The first economic model was extraction, not creation.
That DNA still runs through parts of the system 500 years later.
The country was named after a tree (pau-brasil), not a person. The land defined the nation before the nation defined itself.
From the beginning, Brazil's identity was shaped by what could be pulled from its soil. Sugar in the Northeast. Gold in Minas Gerais. Coffee in São Paulo. Rubber in the Amazon. Soybeans in the Cerrado.
The resource changed every century. The pattern stayed the same.
And the labor system that powered that extraction shaped everything that followed.
Over 4 million enslaved Africans were brought to Brazil across three and a half centuries. More than to any other country in the Americas.
Brazil was the last country in the Western Hemisphere to abolish slavery. 1888.
The social consequences of that system (inequality, informal labor, racial stratification, distrust of institutions) did not end with abolition.
They were baked into the economic structure and remain visible in every major city today.
That history also explains why Brazil's political transitions have always come from the top, not the bottom.
Brazil has never had a revolution that stuck.
Independence came through negotiation (the Portuguese prince declared independence from his own father).
The Republic came through a military coup that most citizens didn't know about until days later.
Every major political transition was brokered by elites, not won by the people.
Change in Brazil is gradual, negotiated, and incomplete. Institutions bend. They rarely break.
The same pattern played out with BCB independence, the tax reform, and the EU-Mercosul deal. The pace frustrates outsiders. But the direction holds.
Even the geography reflects this pattern of reinvention from the top.
The capital moved twice, and each move followed the money.
Salvador was built on sugar. Rio rose with gold and coffee. Brasília was constructed from nothing in 41 months in the middle of the Cerrado to force development inland.
The country keeps reinventing its own geography. MATOPIBA is the latest chapter in that same 500-year story of pushing economic frontiers deeper into the interior.
So where does corruption fit? It didn't arrive with modern politicians. It was the operating system from the beginning.
The Portuguese crown distributed land, titles, and trade monopolies based on loyalty, not merit.
The informal system (the "jeitinho") exists because the formal systems were built to serve elites, not citizens. When the law doesn't work for you, you find a way around it.
That impulse is Brazil's greatest friction for outsiders trying to navigate the system. It's also the greatest source of resilience for the people who live inside it.
Lava Jato didn't invent the corruption problem. It exposed a system that had been running for 500 years.
The fact that Brazil prosecuted sitting presidents, senators, and CEOs on live television (something most democracies have never attempted at that scale) was the break from history, not the continuation of it.
Which brings us to the skepticism.
The "country of the future" joke lands because Brazilians have heard promises from their own leaders for centuries.
Every new president, every new capital, every new economic plan came with the same speech about transformation.
The skepticism is earned. Brazilians are not pessimistic by nature. They are experienced. They've watched cycles of boom and bust repeat for generations.
The optimism of outsiders and the skepticism of insiders are both rational responses to the same history viewed from different distances.
So what does 500 years of history teach you about investing in this country?
Brazil's problems are institutional. Built by humans over centuries. Changeable (slowly) through reform, technology, and generational turnover.
Brazil's advantages are physical. Soil, water, sunlight, minerals, geography, biodiversity. Unchanged by elections, currencies, or corruption scandals.
Institutions improve over time. The physics of the endowment does not change.
The country with the most arable land on earth, 12% of the world's freshwater, 94% of global niobium reserves, 87% renewable electricity, and export routes through uncontested Atlantic waters will be worth more in 2075 than it is today regardless of who sits in the Planalto.
The history explains why Brazil is hard. The endowment explains why it's worth it.
Realism is the only edge that survives contact with the ground. And realism requires understanding where the country came from before you bet on where it's going.
For further reading, I recommend the book: "Brazil: A Biography" by Lilia M. Schwarcz and Heloisa M. Starling.
English
@burrytracker He is definitely a Nordic Alien! They are here among us!
English
OpenAI fired Leopold Aschenbrenner at 22. Three years later, he manages $5.5B
Today alone, he just made $315M on Bloom Energy $BE
Timeline:
• Age 19: Graduates Columbia as valedictorian
• Age 22: Joins OpenAI's Superalignment team
• Age 22: Fired for raising AI safety concerns
• Age 23: Publishes viral manifesto on AGI
• Age 23: Launches hedge fund with $225M
• Age 24: Returns 47% in six months
• Age 25: $5.5B in equity exposure
And for those unaware, his tracker has been live on Autopilot since 3/6/26.
It's up 29.9%, even with the delay.
English
@BigTexBobo @planethunter56 Have faith Bob! Have faith…we can’t be fixated with dates, remember the phenomenon does not follow time and space
English
@planethunter56 Ahahaha. Poor Chris. This is not going to go well for him. He seems like a nice guy.
English
Welp…it’s out there now.
Let’s see what the normies do with this info…
English
@digijordan Dude, I thought you were pro Trump! The ring wing evangelicals (Sean Ryan, Tucker Carlson, and Luis Elizando) are the ones pushing the demons narrative for years! You know that
English
Randomly, Trump orders the release of all UFO Files…
The phrase ‘Aliens are Demons’ starts trending especially by right-wing influencers…
Immediately after, Trump and Israel start WW3…
Then it takes a very ‘Holy War’ vibe out of nowhere…
This is headed a weird direction.
English
@bennyjohnson After all that…Khamenei is still in charge 🫠
English
🚨BREAKING: Son of Ayatollah Ali Khamenei, Mojtaba Khamenei, has been selected to replace him as Supreme Leader of Iran.
English
Iran was in the middle of negotiations with the US when we bombed them.
This shows the world two things…
1. You can’t trust negotiating with the US.
2. You MUST have nuclear weapons
Of course the US military might is impressive.
But the world is definitely less safe today than it was yesterday.
I don’t see any path where war leads to peace…
Except in the instance that Ai is further integrated and with agency, starts making logical, peaceful decisions.
English