Jay Bauman

Hoje estarei pregando na IP Manaus - Pedras Vivas de manhã.

@bowtiedbrazil The post says imagine. We have to keep imagining. This is never going to happen. Never. Just to get the Metro from Barra to Zona Sul in Rio took over a decade!

São Paulo wasn’t able to build a train connection to airport that was to be built 13 years ago until this year and it has already broken

@drewcrawford_ We have to keep imagining. This is never going to happen. Never. Just to get the Metro from Barra to Zona Sul in Rio took like over a decade!

Imagine a Brazil where you board a train in São Paulo and step off in Rio 105 minutes later. Imagine every coastal capital linked, from Porto Alegre to Belém. Imagine Brasília as the hub with 5 bullet train lines reaching across the country. Even Manaus, the biggest city in the Amazon, on the grid. That is the map I see. 16,600 km of track. A real grid for a country of ~213 million people. The São Paulo to Rio train has been on paper since the 1980s. Almost 40 years of plans. Zero track in the ground. The drive between those two cities still takes 5 to 6 hours (depending on traffic). 50 million people live in that corridor. About the size of South Korea. China built 50,000 km of bullet trains in 17 years. Brazil built 0 in 40. At China's pace, the Brazilian network gets built in 20 years. At Brazil's pace, 50. The price tag is about $500 billion in today's dollars. Closer to $1 trillion by the time the last track is laid. Every dollar spent comes back as $2 to $3 in growth. That is $2 to $3 trillion added to Brazil's GDP. Land prices jump the moment the project becomes real. Cities along the route gain value 20 years before the train arrives. The corridor leads. The train follows. The biggest infrastructure project of the 21st century is not in China. It is in Brazil. It just has not been built yet.

Tanto dentro quanto fora da igreja, as pessoas podem ser cruéis. Na vida, sempre haverá grupos de pessoas onde você, seu cônjuge, ou seus filhos não parecem ser bem-vindos e são feitos sentir como estranhos. O seu valor não depende da aceitação dos outros, mas sim do amor do próprio Deus, que o chamou para a Sua família eterna — o lugar ao qual você pertence, para sempre!

God owes you nothing, but He gave you everything.

Autoajuda: Vc ê é suficiente Bíblia: Vc não é suficiente Deus é suficiente Autoajuda: Acredite em si mesmo Bíblia: Negue-se a si mesmo Acredite em Deus Autoajuda: Siga seu coração Bíblia: Você precisa de um novo coração Autoajuda: Viva sua verdade Bíblia: Jesus é a verdade

@drewcrawford_ Now is the moment to “dolarizar”, won’t improve beyond 4.7-4.8, it will worsen, inflation in Brazil is not fully priced in as Trump purposefully devalued the dollar. Coffee sugar and commodities are becoming expensive for countries importing from Brazil.

Brazil's currency just got 13% stronger against the US dollar in twelve months. Brazil sits on the world's second-largest pile of rare earth metals. Only half of Brazil has ever been mapped for what is in the ground. Most American investors have less than one percent of their money in Brazil. Most American investors have no idea any of this is happening. Forty-five days ago I wrote that Brazil was the most underpriced bet on the planet. Forty-five days later every single thing I said would happen has happened. The Brazilian central bank cut interest rates twice without losing its independence. The European Union opened a free trade deal with Brazil covering 700 million people. Brazil's congress passed a critical minerals bill creating a 5 billion reais guarantor fund. Petrobras picked Honeywell to build the first big ethanol-to-jet fuel plant in Latin America. A giant Brazilian ethanol company filed bankruptcy and got rescued by Shell, BTG, and Cosan without the credit market blinking. The Brazilian fiscal framework held through all of it. Every catalyst fired, the mispricing did not close, and the gap actually widened. Here is the part nobody is talking about. When a country gets repriced by global capital, the currency moves first. The Brazilian Real has already started moving. The aggregate reports do not show it yet. The well-known family office surveys still say American capital is staying home. But the smart money has begun positioning in Brazil. The signs are visible in BTG Pactual private equity flows, Vinci Partners commitments, and Patria Investments allocations. The signs are not visible in the headlines yet. That is exactly the moment when allocators capture the alpha. Six weeks ago the case for Brazil required imagination. Today the case for Brazil requires arithmetic. The window between now and consensus is twenty-two months and compressing toward zero. The full breakdown of every catalyst, every counter-argument, and every number is linked below. If your firm has no Brazil exposure, you have ninety percent odds your competitor is currently building theirs. The data showing the rebuild is not in any report yet. That is the entire point. Read the full breakdown on why Brazil's mispricing is the greatest opportunity today... x.com/drewcrawford_/…

Satanás odeia uma mãe temente a Deus. Ela é uma das melhores armas contra o reino das trevas.

Cristãos imaturos projetam constantemente seus problemas pessoais em seus pastores, como se fossem culpa deles.

Jovem: Eu só quero conhecer a vontade de Deus para a minha vida. Bíblia: Esta é a vontade de Deus, que você se abstenda da imoralidade sexual.

Sem discipulado, não há igreja verdadeira. Sem Bíblia, não há igreja verdadeira. Sem falar do inferno (ou do céu), não há igreja verdadeira. Sem confissão de pecados, não há igreja verdadeira. Sem doutrina, não há igreja verdadeira. Sem Evangelho, não há igreja verdadeira.

@theisaacmed I lived in Rio for a decade & was never assaulted. That being said, it is corrupt violent & bureaucratic. It takes a special kind of person that can put up with that given all of the options the world has to offer. But it’s undoubtedly the most beautiful large city in the world.

I don’t usually tell people that I’m Brazilian. I left when I was 9 years old. Grew up in the USA. I feel more American than Brazilian. In fact, I don’t even really remember how living in Brazil is. I’m here visiting family for the first time in a decade. Rio may very well be one of, if not the most beautiful city large city I’ve ever been to. I’ve traveled a lot. Been to Spain. Japan. All over the USA, etc. No city is as intertwined with nature as Rio. Sheer mountains surround the city, with greenery literally everywhere. And I know what some of you will say. ‘But Isaac, it’s so dangerous’ I saw a Korean lady’s purse get stolen in front of my eyes in Rome. My fiancées promise ring got stolen out of our hotel room that same trip. I was almost attacked by some homeless dude in Hollywood Los Angeles. My dog scared him off. What I’m saying is that if you have some street smarts, it’s fine. Worth the visit. Worth checking out. Brazil isn’t as highly touristed as other countries but it’s certainly worth it. Anyway, I’m in Rio, then São Paulo and Joao Pessoa. Looking for local builders to connect with.

Dear @CrunchGym: Not all of us like music with profanity and f-bombs while working out. Sincerely, Regular people

@howertonjosh @ErikReed Manufacturing crises is peak progressivism.

In retrospect, it may be hard to overstate the significance of how this affected evangelicalism. For about 10 years, anyone who warned that progressivism was an symmetrical threat to Christians and society were shouted down or laughed at by people, pointing to Charlottesville or tiki torch marches as evidence that “white supremacy is actually an equal or greater threat to society than progressivism.” Those moments were used to “balance the equation” But, it turns out that not only were they in a meaningful sense manufactured, but progressivism was not only to blame for it’s obvious evils, but for many of the highest profile “examples” of the evil that was alleged to come from “the other side“

So this leftist org was funding racists to stoke racial conflict in the country so the media and Democrats could leverage it to push a narrative of white supremacy against conservatives? And so many, including evangelical leaders, adopted the narrative without question. smh

@DeepValueBagger @DeepValueBagger

@DeepValueBagger Congrats! That’s insane. Please consider a gift to my nonprofit we help the poorest of the poor in Mozambique. youtu.be/ImNLe0pjCik?si… restorebrazil.churchcenter.com/unproxy/giving. Legit ministry 501c3. Then come visit with me in Nov.

Nearly $1m up day thanks to $intc. Have a good weekend guys!

Pastor, nas igrejas, sempre haverá pessoas sedentas por poder. Elas criam pequenas máfias, fazem jogos políticos, tramam e manipulam. Mas nada prevalecerá contra homens e mulheres que se apegam firmemente à verdade e vivem com integridade. Deus faz justiça.

@mattvanswol If you’re interested in blessing kids and ministries in Africa, through a conservative org, high integrity, check out Restore Mozambique our 501c3 focused on church planting and mercy ministry in the second poorest country in the world.

I hate to say it… But I’m struggling to be generous after all the fraud we’ve seen. There’s so few charities I trust now. I do a deep dive on a homeless charity… oh look, my tax dollars are funding that and it’s run by a Trump-hating Leftist. A Christian charity? Oh look, they’re helping illegal aliens. An education nonprofit? Oh look, it’s getting money from Left-wing political groups to send in Democrat activists to give lectures on LGBTQ oppression. Even my TAX DOLLARS I know are being used to fund some BS non-profit that probably has me on a list somewhere as an extremist and is actively trying to cancel me. It’s hard to be generous when I’m already being generously stolen from in taxes and when even the nonprofits aren’t actually solving the problems they reportedly exist to solve.