dacap

790 posts

dacap

dacap

@dacap

Katılım Temmuz 2007
424 Takip Edilen49 Takipçiler
dacap
dacap@dacap·
@Ben_Brunier It is going really bad :( Any insight why? Thanks!
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Benjamin Brunier
Benjamin Brunier@Ben_Brunier·
#Worldine $WLN est en train de me titiller. Je regarde même pas le graphique, il y a UNE seule information récente à retenir pour miser sur la recovery. x10 loin d'être impossible.
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dacap
dacap@dacap·
@mrloldev Happy bday! What was this time?
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SP@Posacc·
Lindo dia para mi, no por el monto sino por la tendencia positiva, siempre ha sido mi mayor dificultad y la estoy logrando.
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Benjamin Brunier
Benjamin Brunier@Ben_Brunier·
It's exactly how I blew up my first accounts.
Casper@casper_smc

Most traders think they trade to make money. They don't. They trade because their 9-5 is boring and the chart is the most exciting thing in their life. They trade because being right about a move feels better than almost anything. They trade because risk makes them feel alive in a world that's otherwise completely predictable. None of that is wrong. But if you don't know that about yourself, you're going to keep bleeding money and not understand why. The guy who trades out of boredom takes setups that aren't there. The guy who needs to be right holds losers way too long. The guy chasing a high sizes up and blows his account. Same pattern. Different costume. The fix isn't a new strategy. It's a harder question: why are you actually here? Not the answer you'd give your wife or your friends. The real one. Because once you name it, you can build around it. You want action? Build a strategy with plenty of entries inside a system that won't let you self-destruct. You want to prove you're smart? Stop using your P&L as the scorecard and start using a process you can actually measure. The traders who blow up aren't stupid. They're running a strategy built for someone they're pretending to be. Figure out who you actually are first. The strategy comes after. The real commitment that nobody talks about is designing your life so the bad trade can't happen in the first place. Not being disciplined on the charts. Eliminating the need for discipline on the charts. Here's what I mean. The most dangerous trade you'll ever take isn't a bad setup. It's the one you take because you're sitting at your desk with nothing to do and the market is open. The real pre-commitment isn't a rule about what to do at the screen. It's not being at the screen. The best traders I've seen don't have 8 hour screen days. They have a 1 hour window. Before that, they're doing something else entirely. After it closes, they're gone. Not because they're “disciplined”. Because they built a life that doesn't leave a hole for the market to fill. If your entire day revolves around the chart, the chart becomes your emotional regulator. You're not trading at that point. You're self-medicating. And no rule set survives when the thing you're trying to control is also the thing keeping you sane. There is no “getting better at trading” when you’re getting worse at living. The pre-commitment isn't "I'll only take three trades." It's "I have something at 11am that I care about more than the market." If you don't have that, you'll never stop overtrading. Because overtrading was never the problem. The empty calendar was. Go to the gym, spend time reading, building yourself into a better human being and stop hyper fixating on trading. The second thing, and this is the one that actually separates professionals from everyone else …is that real pre-commitment means accepting dead time as part of the job. Retail traders feel like they're failing when they're not in a position. Professionals know the money is made in the waiting. But you can't white-knuckle your way through waiting. You have to actually be okay with it. And you'll never be okay with it if trading is the only thing giving your life texture. That's the actual edge. Not a “rule” or writing your strategy down on a Notion document for the 10th time. A LIFE that doesn't need the market to mean something.

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dacap
dacap@dacap·
@davey_juice We can agree to disagree then. I follow you for investing curiosity. Nevertheless, I studied History and lived in Spain, again, Spanish people in their majority, don’t hate USA neither America
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dacap
dacap@dacap·
@Posacc Siempre con covered calls? O algo de daytrading?
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SP@Posacc·
Otros pesitos hacia el final del día! Arriba de 100 es una victoria!
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dacap
dacap@dacap·
@ReaderESP @goyix_salduero Es cierto que el coste de vida alli es salvaje (yo mismo rechace una oferta alli hace años). Pero para ser realistas/objetivos hablamos de un sueldo aprox de 5’5k al mes y un piso de 1hab en Sydney sale por 2’5k. La tasa de ahorro pese al coste de vida aun sale positivo
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Reader
Reader@ReaderESP·
@goyix_salduero @Elena742023 Siento joderos el sueño australiano, pero 94.000 esta POR DEBAJO del sueldo promedio en Sydney. El coste de vida alli es SALVAJE. Eso si, pueden hacer el paleto de “ir unos años a aprender ingles” que han hecho taaantos y tantos expats. Animo, dortores, a hacer maletas.
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dacap
dacap@dacap·
@FedexSTi @CapexAndChill Fede, una pregunta. Con la pasión de la que hablas de Meli y NU y tu inspiradora experiencia con ellos, qué te motivó a salir/cambiar? 🙏 (es para un amigo en situación similar 😜)
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Fede Sandler
Fede Sandler@FedexSTi·
@CapexAndChill Yep. Super true. I remember around 2016 dunno if it was Baillie or Trowe on logistics network buildout. “We are going to build nuclear submarines and we are gonna operate them” 🍿 One day in the life of an IRO🤣
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CapexAndChill
CapexAndChill@CapexAndChill·
$MELI's Galperin said himself back when $AMZN entered Mexico over a decade ago they considered whether they should just invest more in Brazil and admit defeat in Mexico. Obviously, that was not the case. They have already been the "disrupted incumbent" many times and it always leads to them adapting and becoming stronger than before. This is a culture that thrives on competition. Asian ecom competition has unlocked $MELI's next offensive and expansion in growth. Although the China-Latam corridor is more of a defensive strategy in Brazil, it is an offensive strategy throughout most of LatAm. They already built out a superior logistics network and blended it with its competitors distributed style networks to inject high volume inventory. I'm pretty convinced that if $MELI's culture and management was any different they would be irrelevant today. This is was critics do not understand. The innovator's dilemma is only an issue when the incumbent is not focused on long-term strategy and innovating. Also for anybody who has not, you should definitely listen to Climbers and Scalers (but it will probably just make you more bullish). This is the gold standard for management and culture though.
CapexAndChill@CapexAndChill

Another gem from the interview with $MELI's Galperin. Galperin is heavily focused on existential threats. He is already mapping out scenarios where the current App Store/Smartphone paradigm dies. He explicitly worries about a future where an AI/hardware partnership creates agentic AI devices where users just speak to an agent, rendering the MercadoLibre app entirely irrelevant. They are actively building strategies to survive this exact disruption. This is the type of leadership you need for long-term sustainable growth. 👏

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dacap
dacap@dacap·
@joancapdevila Bones Joan, mira Turkish airlines que crec que tenen una ruta que evita la zona de conflicte. Si no, Finnair. Quan he anat a Japó amb Finnair tenien vol directe fins a Helsinki (o Moscu fa anys) i no pases per zona de conflicte. Espero ajudi! Sort!
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Joan Capdevila
Joan Capdevila@joancapdevila·
stuck in Japan, flight through middle east back to europe cancelled, flights through china getting cancelled last minute.. suggestions (avoiding circling the americas)?
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Leonardo
Leonardo@mrloldev·
Just finished my 1st race of the year something these races teach me is that you don't always need to be the best and being better than yesterday is already a big win You don't need to compare yourself with others to feel good
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dacap
dacap@dacap·
@Posacc @CathieDWood Unfortunately I can’t send you a DM if you don’t follow back 🫣. Anyway, to give you an idea, it was around 41k mid January… For the “noise” and impact he has generated I think this position is peanuts (and horrendous with a 296$ average by then)
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dacap
dacap@dacap·
@tibjazz @vivir_en_chipre Solo un apunte Pablo por si acaso. Si la familia se queda en España (mujer y/o hijos dependientes) o pasan más de 183 días ellos allí, Hacienda te sigue considerando residente fiscal
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pablo szefner
pablo szefner@tibjazz·
@vivir_en_chipre Estoy contigo. Y ademas no soy cuenta anonima, asi que si, me interesa pero quiero hacerlo bien
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Expatriado fiscal
Expatriado fiscal@vivir_en_chipre·
Retuiteo este post para hacer una comparativa real👇 España 🇪🇸 vs Chipre 🇨🇾 Mismo profesional. Misma actividad. Resultados completamente distintos. 🇪🇸 ESPAÑA — Trabajador / autónomo ❌ ~30% Seguridad Social (empresa) ❌ 19–47% IRPF ❌ 6,35% Seguridad Social trabajador ❌ 21% IVA al consumir 👉 Resultado real: De cada 100€ que generas, el Estado termina quedándose cerca de 55-60€. Y después vuelves a tributar cuando inviertes, ahorras o heredas. 🇨🇾 CHIPRE — Empresa unipersonal (Non-Dom) ✅ Seguridad Social total ≈ 16,6% (8,8% empresa + 8,8% empleado) Pero aquí está la diferencia que casi nadie entiende: 👉 Tú decides tu salario. Puedes asignarte un sueldo bajo (solo para cotización) y repartir el resto como dividendos. ✅ IRPF efectivo: 0% Porque los beneficios se distribuyen vía dividendos. En régimen Non-Dom: ✔ 0% impuesto sobre dividendos ✔ 0% impuesto sobre intereses ✔ Solo 2,65% GESY (sanidad) ✔ Sin cuota de autónomo obligatoria estilo España ✅ IVA: 19% Pero funcionando como debe funcionar un IVA empresarial: ✔ Ordenadores ✔ Teléfono / iPhone ✔ Viajes profesionales ✔ Hoteles ✔ Restaurantes de trabajo ✔ Vehículo ✔ Software ✔ Equipamiento ✔ Hasta ≈30% de vivienda si trabajas desde casa 👉 Gran parte del IVA se compensa o recupera. Algo completamente normal en entornos empresariales… y prácticamente imposible para un trabajador autónomo en España. ## 📊 RESULTADO FINAL TOTAL ESTIMADO: 🇪🇸 España → el Estado se lleva ~60€ de cada 100€ que generas 🇨🇾 Chipre (non-dom) → dependiendo de cómo lo estructures, puedes quedarte entre el 85-92% de lo que produces No es evasión fiscal. Es elegir dónde operar dentro de la legalidad. La diferencia no es pequeña… Da igual qué partido esté en el poder. Todos necesitan saquear al ciudadano para seguir comprando votos. No hay solución dentro del sistema, quedarse a “luchar” desde dentro es simplemente absurdo. El único voto que entienden de verdad es el que se hace con los pies. Ese es el que les duele. El único que les obliga a replantearse el despropósito. La mejor forma de luchar — y la ÚNICA que funciona — es dejar de subvencionar con tu trabajo un Estado que te expolia de forma sistemática para mantenerse en el poder a base de comprar votos con favores y subvenciones. Conmigo desde luego que hace años que no cuentan y orgullo infinito de no subvencionar a un estado expoliador y a políticos muchos de ellos presuntamente corruptos según lo que se va viendo día a día.
Ingeniero Rata 🐁@IngenieroRata

Recibes tu SALARIO: ❌ - 30% de Seguridad Social (empresa) ❌ - 19-47% de IRPF ❌ - 6,35% de Seguridad Social (trabajador) COMPRAS: ❌ - 21% de IVA TOTAL: 😢 De cada 100€ que ganas, el Estado se lleva unos 60€ entre TODOS los impuestos. ¿Tiene sentido? 🤯

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dacap
dacap@dacap·
@FedexSTi Estoy de acuerdo… pero 🤔 Usando modelos gratis o como usuario anónimo (ChatGPT o Gemini) la experiencia es mucho peor que hace unos meses. Otros modelos y pagando, 100% contigo. Me recuerda al efecto red y como los móviles eran gratis a finales de los 90…
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Fede Sandler
Fede Sandler@FedexSTi·
El peor modelo de IA que vas a usar en tu vida es el de hoy. Deja que eso marine en tu cabeza un par de segundos. Cada día que pasa mejora. Pero vos también mejorás; aprendés a preguntarle mejor, a darle más contexto, a sacarle más jugo. El hábito diario se compone rápido. Lo que hoy te cuesta 10 minutos pensar, en unos meses lo resolvés en 30 segundos. Empezá hoy. No hay mejor momento.
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dacap
dacap@dacap·
Again and again: best X accounts to follow in many topics have less than 25k followers, provide a lot of quality, no hidden agendas or trying to sell you something. Specially when talking about investing
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