MarcioCT74

🚨QUE GOLAÇO NA FAZENDA O novo ministro da Fazenda de Lula da Silva é um golaço. Fala bem, articula bem e vai expor todos os podres do governo passado.

🇧🇷 BREAKING: Ibovespa bate 17º recorde de 2026 aos 198.000 pontos pela primeira vez na história. Principal índice da bolsa brasileira fechou o pregão desta segunda-feira (13) em alta de 0,34%. Nos últimos 12 meses, Ibov sobe 55,07%.

⛽ PREÇO DA GASOLINA - Petrobrás: R$ 2,50 - Refinarias privatizadas por Bolsonaro: R$ 4,09 (64% mais caro) ⛽ PREÇO DO DIESEL - Petrobrás: R$ 3,60 - Refinarias privatizadas por Bolsonaro: R$ 6,15 (71% mais caro) Flávio Bolsonaro quer privatizar 95% das estatais...

I’ve spent 12 years traveling to every corner of Brazil. Fortaleza. Florianópolis. Manaus. Cuiabá. Foz do Iguaçu. Belo Horizonte. Rio. São Paulo. Recife. João Pessoa. Salvador. Curitiba. Natal. Small mining towns in the interior of Rio Grande do Norte and Paraíba where I was the only foreigner for miles. Small towns throughout Minas Gerais. Every region of this country from the Amazon to the Southern coast. I have never been robbed. Never been the victim of a violent crime. Never had a single serious incident. I move with precaution. I don’t move with fear. There’s a difference. You know what I have encountered in 12 years? Friendly people. In every state. In every city. In every small town. People who invited me into their homes. Shared meals with me. Helped me when I was lost. Taught me their culture. Treated me like family before they knew my name. I feel safer walking through most neighborhoods in Brazil than I do in most American cities. This comment is the real problem. Too many Brazilians get off on instilling fear in outsiders. They perform danger like it’s a personality trait. They gatekeep their own country with horror stories and then wonder why foreign capital, foreign talent, and foreign attention go somewhere else. Every time a Brazilian tells a gringo “don’t come here, it’s too dangerous,” they’re not protecting anyone. They’re devaluing their own country. Argentina didn’t steal Brazil’s investors… Brazil’s own people scared them away. The most undervalued country on earth isn’t undervalued because of crime statistics. It’s undervalued because the people who live there won’t stop telling the world it’s not worth visiting. I’ve been everywhere from the Amazon to the Pampas. I built my life here. I’m raising my business here. I chose this country with my feet, my money, and my future. Brazil is not for amateurs? I agree. It’s for people who actually see what’s here instead of repeating what they heard from someone who’s never left their own neighborhood.

@marins_andre Esse tá alucinado … não termina o seu mandato…

Most people think Brazilian assets are cheap because something is wrong with Brazil. They're wrong. Brazilian assets are cheap because of a structural wiring problem between where the money is and where the opportunity is. 92% of global institutional capital is allocated to the US, Europe, and developed Asia. Emerging markets get 8%. Brazil gets a fraction of that 8%. The average American pension fund has 0.1-0.3% exposure to Brazil. The average endowment: similar. When you ask why, you get the same five objections every time. "The taxes are too high." Brazil's corporate tax rate is 34%. The US effective corporate rate (federal plus state) averages 25-27%. The gap is real but it's single digits, not the chasm people imagine. And Brazil just passed the largest tax reform in its history (2023), replacing five overlapping consumption taxes with a single dual VAT system. The new system takes full effect by 2033. Every multinational that set up in Brazil before the simplification captured the discount. Every one that waits until after pays full price. "The bureaucracy is impossible." The bureaucracy is complex, slow, and very real. It's also completely navigable. JBS built an $86 billion company inside that bureaucracy. Nubank built an $85 billion company inside it. WEG built a $40 billion company inside it. Embraer, Suzano, Ambev, TOTVS, Localiza, Rede D'Or. Every one of these was built inside the same system that foreigners say is impossible. The bureaucracy filters out everyone who won't do the work. The ones who do the work operate in a market with less competition precisely because everyone else quit at the paperwork. "The currency is volatile." The real has traded between R$4.80 and R$6.30 against the dollar over the past three years. Volatile, yes. But every time the real weakens, Brazilian exporters become more competitive globally and dollar-denominated investors buy assets cheaper. The BCB holds over $330 billion in reserves. It intervenes actively. It raised rates to 13.75% before the Fed started hiking and fought inflation faster and harder than most major central banks in the 2021-2023 cycle. BCB independence was formalized by law in 2021 with fixed four-year terms. This is not the currency regime of the 1990s. "The political environment is unstable." Brazil has held uninterrupted democratic elections since 1989. Power has transferred peacefully between left and right multiple times. The central bank operates independently of the president. The judiciary blocked executive overreach from both Bolsonaro and Lula. The institutions held. Compare that to the US in January 2021 or the current state of French politics. Every country has political risk. The difference is that Brazilian political risk is priced in. American political risk is priced as if it doesn't exist. "Corruption is systemic." Lava Jato (Operation Car Wash) was one of the largest anti-corruption investigations in the history of any democracy. It prosecuted sitting presidents, senators, governors, and the CEOs of the largest companies in the country. Billions were recovered. Executives went to prison. The system exposed its own corruption and punished it publicly. Very few countries have investigated and convicted their own leaders at that scale. Brazil didn't hide from corruption. It prosecuted it on live television. Now look at what that money is missing while it debates these objections... A factory in Joinville, Santa Catarina producing precision components at 25% margins with zero debt trades at 4-8x EBITDA. The identical factory in Wisconsin trades at 10-15x. Same product. Same margins. Same customers. Half the price. The Ibovespa trades at under 11x forward earnings. The S&P 500 trades at 21x. Brazilian farmland costs $5,200/hectare in MATOPIBA. Iowa costs $49,400. Both grow soybeans. Brazil harvests twice per year. Brazilian beef exports generated $18 billion in 2025 (up 40% in a single year). The companies that produced it trade at a fraction of their American and Australian equivalents. Nubank is worth $85 billion and serves 110 million customers. It was founded 13 years ago by three people with no bank. WEG is a $40 billion industrial manufacturer from a town of 180,000 people that exports to 135+ countries. Most global investors cannot name it. Embraer builds half the regional jets flying in America. Its market cap is a rounding error compared to Boeing or Airbus. The discount has nothing to do with risk. The infrastructure connecting global capital to Brazilian opportunity doesn't exist yet. Nobody covers it. Goldman doesn't have an office in Maringá. JP Morgan doesn't have an analyst in Campo Grande. Morgan Stanley doesn't follow mid-market manufacturers in Caxias do Sul. Without coverage there's no capital flow. Without capital flow there's no price discovery. The asset stays cheap regardless of quality. Meanwhile in the last 18 months: Chinese FDI in Brazil grew 113%. The US committed $565 million to critical minerals. The EU signed its largest trade deal ever (720 million consumers, 90%+ tariffs eliminated). The Ibovespa hit 16 all-time records in 2026. Up 22% YTD. Up 30%+ in dollar terms in 2025. BTG Pactual reported "enormous increase in interest from large pension funds and sovereign funds." The objections haven't changed in 20 years. The taxes. The bureaucracy. The currency. The politics. The corruption. The smart money heard all five objections and invested anyway. The discount isn't permanent. It never is. The question is whether you position before the bridge is built or after everyone else has already crossed it. Brazil isn't broken. Most of the world just hasn't figured out what's here yet. They will.

@PCaspary @realgeneroso @antiparalelo @FabioPorao99 Aí sim !!! 👏 👏

@realgeneroso @MARCIOCT74 @antiparalelo @FabioPorao99 eu vou pra Tio Hugo.

Ta feito o convite @antiparalelo @FabioPorao99 @realgeneroso @PCaspary …

@realgeneroso @antiparalelo @FabioPorao99 @PCaspary Hahaha

@MARCIOCT74 @antiparalelo @FabioPorao99 @PCaspary Vai tu e a mana.

🔴 Pendant que Trump annonce son blocus, la Chine coupe discrètement le robinet de l'acide sulfurique. Personne n'en parle mais c'est pourtant l'une des décisions les plus lourdes de conséquences de cette crise. Commençons par les bases, parce que ce sujet est peu connu mais d'une importance capitale. L'acide sulfurique est l'un des produits chimiques industriels les plus utilisés dans le monde. Sans lui : - Pas d'engrais phosphatés, donc moins de nourriture. - Pas d'extraction de cuivre, donc moins de câbles électriques, d'infrastructures, de transition énergétique. - Pas de batteries, donc moins de véhicules électriques. - Pas de raffinage pétrolier. - Pas de textiles. C'est une molécule invisible qui se trouve au cœur de presque tout ce que la civilisation industrielle produit. Le 10 avril 2026, la Chine a annoncé qu'elle suspendrait ses exportations d'acide sulfurique à partir de mai, frappant les industries des métaux et des engrais déjà éprouvées par les perturbations de la guerre en Iran. Ce timing n'est pas anodin. Il coïncide avec l'annonce du blocus américain d'Ormuz. Pour comprendre l'ampleur du choc, il faut mesurer ce qui se passe simultanément sur trois fronts. - Premier front : la fermeture du Détroit d'Ormuz bloque les exportations de soufre du Moyen-Orient, région qui produit un tiers du soufre mondial, matière première de l'acide sulfurique. - Deuxième front : la Chine ferme ses exportations d'acide sulfurique fini, privant le marché mondial de ses deux principales sources d'approvisionnement en même temps. Résultat : les prix du soufre ont déjà bondi de 70% depuis le début du conflit. Les prix de l'acide sulfurique au Chili ont augmenté de 44% en un seul mois. - Troisième front, les conséquences en cascade : le Chili, premier producteur de cuivre mondial, importe plus d'un million de tonnes d'acide sulfurique chinois par an. Environ 20% de sa production de cuivre dépend de procédés nécessitant cet acide. La République Démocratique du Congo, la Zambie et l'Indonésie pour le nickel sont également directement touchées. Moins de cuivre, c'est moins d'infrastructures électriques mondiales. Moins d'engrais, c'est une pression supplémentaire sur la sécurité alimentaire mondiale dans un contexte où les marchés agricoles sont déjà sous tension. Un analyste de CRU résume : "La perte des volumes chinois sera difficile à compenser, étant donné la pénurie parallèle de matières premières en soufre." Voici finalement ce que cette séquence révèle sur la stratégie chinoise. Pékin n'a pas besoin de déclarer la guerre. Il lui suffit de fermer un robinet. C'est exactement la doctrine de la guerre économique asymétrique que la Chine pratique méthodiquement depuis quinze ans : utiliser sa position dominante dans les chaînes d'approvisionnement mondiales comme levier de pression sans confrontation militaire directe. Chaque fois, la méthode est la même : identifier le point de dépendance invisible, attendre le moment de tension maximale, puis fermer le robinet. Tout simplement. Trump, lui, annonce un blocus maritime spectaculaire en majuscules sur Truth Social. La Chine répond par une décision bureaucratique discrète transmise à ses producteurs par voie interne. L'un joue au théâtre. L'autre joue aux échecs. Dans Le Pantin de la Maison Blanche, j'analyse comment cette administration répond aux crises avec des instruments du XXe siècle face à des adversaires qui ont construit des armes du XXIe. Un blocus naval est une arme de 1962. La maîtrise des chaînes d'approvisionnement mondiales est une arme de 2026. Et pendant que Trump tweete "BLOWN TO HELL" (Explosé en Enfer), Pékin coupe tranquillement la molécule dont dépend la production alimentaire mondiale. La guerre dont personne ne parle est souvent la plus efficace. 📖 Le Pantin de la Maison Blanche → amazon.fr/dp/B0GPCCMS68/

Enerji savaşı artık değiştİ !! Çin bambaşka bir şey yaptı… ve çoğu insan bunun farkında bile değil. Gobi Çölü’nün ortasında 263 metre yüksekliğinde dev bir kule var. Etrafında kusursuz bir çember halinde dizilmiş tam 12.000 ayna bulunuyor. Yaklaşık 8 kilometrekarelik çorak bir arazinin üzerine kurulu. Görüntü resmen bilim kurgu filmi gibi. Bu aynalar, güneş ışığını kulenin tepesindeki tek bir noktaya odaklıyor. Sıcaklık 800 Fahrenheit’in üzerine çıkıyor. Ortaya çıkan bu aşırı ısı, özel bir sıvı tuz karışımının olduğu dev tanklara aktarılıyor. Evet, bildiğin tuz. Eskiden yiyecek saklamak için kullanılan şey, şimdi güneş enerjisini depoluyor. 565 santigrat sıcaklıkta tutuluyor. Güneş battığında sistem durmuyor. Bu erimiş tuz saatlerce sıcak kalıyor ve ihtiyaç olduğunda buhar türbinini çalıştırarak elektrik üretmeye devam ediyor. Sonuç: 100 megavat güç Gece gündüz kesintisiz üretim Yılda 390 milyon kilovatsaat elektrik Dünyadaki her kömür santralinin bir zayıflığı var: Yakıt olmadan çalışamaz. Ama bu sistemin ihtiyacı olan tek şey: güneş ve kolay kolay soğumayan bir tuz tankı Asıl mesele şu: Güneş enerjisine karşı en büyük argüman hep aynıydı: “Gece ne olacak?” Çin bu soruya 12.000 ayna ve uzaydan görülebilen dev bir kuleyle cevap verdi.”

Things Americans believe about Brazil that are completely wrong: "Brazil is dangerous." São Paulo's murder rate is approximately 6 per 100,000. St. Louis, Baltimore, New Orleans, and Detroit all exceed 40. Latin America's largest city (the place most Americans picture when they think "dangerous Brazil") is safer per capita than St. Louis, Baltimore, New Orleans, Detroit, Memphis, and Cleveland. "Brazil is poor." 8th largest economy on earth. 7th by purchasing power. GDP larger than Italy's. Unemployment at 5.3% (the lowest since 2012). 108.2 million tonnes of soybeans exported in 2025 ($43.5 billion). $18 billion in beef exports. $86 billion in revenue from a single meat company (JBS). $7.6 billion from a single airplane manufacturer (Embraer). "Brazil only exports raw materials." Embraer is the third-largest aircraft manufacturer on earth. Half the regional jets in America are Brazilian. WEG is a $40 billion industrial manufacturer that exports to 135+ countries. Nubank serves 110 million customers and is worth $85 billion. The Manaus Free Trade Zone assembles Samsung phones, Honda motorcycles, and LG electronics inside the Amazon. "Brazil's financial system is backwards." Pix processes 6-7 billion transactions per month. 170 million users. 93% of the adult population. The Fed launched FedNow nearly three years after Pix. Adoption: minimal. Brazil has Open Finance with 60+ million active consents. The US does not. Brazil has an active CBDC pilot (Drex). The US does not. "The currency is unstable." Brazil's Central Bank raised rates to 13.75% before the Fed started hiking. It fought inflation faster and harder than most major central banks in the 2021-2023 cycle. BCB independence was formalized by law in 2021 with fixed four-year terms. The dollar touched R$5.00 for the first time in two years. The Ibovespa hit 16 all-time records in 2026 and is up 22% YTD. "Nobody invests in Brazil." Chinese FDI grew 113% in 2024. The US committed $565 million to critical minerals. The EU just signed its largest trade deal ever (720 million consumers, 90%+ tariffs eliminated). BTG Pactual reported "enormous increase in interest from large pension funds and sovereign funds." The Ibovespa gained 30%+ in dollar terms in 2025. "The Amazon is being destroyed." Brazil still holds 60% of the Amazon rainforest. It has a higher share of renewable electricity than any major economy on earth (87%). The EU-Mercosul deal requires deforestation-free certification for all agricultural exports starting late 2026. Brazil powers itself with water while exporting oil. Very few countries on earth can say the same. The gap between what Americans think they know about Brazil and what is actually true is wider than any valuation gap in financial markets. That gap is the opportunity. Next time someone tells you Brazil is "risky," ask them what they actually know about it. Most of the time, the answer is nothing.

🚨🇦🇷 BREAKING: Argentina's debt to the IMF has jumped 36% in one year. It now stands at roughly $57 billion. That is more than the next five largest debtors combined. The IMF just approved a new $20 billion program. Javier Milei signed it. Austerity. Fiscal tightening. Currency controls. The same recipe that failed before. Argentina is not recovering. Argentina is being restructured. For the IMF. For the banks. For the US Treasury. Not for the people. The poor will pay. The rich will wait. The debt will grow. That is the cycle. That is the trap. Argentina is not free. It is a debtor. And the IMF is the landlord.

🚨 Criança de 4 anos, que vivia com o pai, chorou por não querer ir com a mãe. Mesmo assim, a Justiça determinou que ele fosse entregue para ela. Dias depois, o menino foi assassinado por ela.

ABD'li dünyaca ünlü yazar Stephen King: "Trump, Amerika’nın damarlarına zerk edilmiş bir tümördür. Kendi narsist egosu için koca bir ülkeyi ateşe vermekten çekinmeyen bir tiran bozuntusudur. Yazdığım hiçbir korku hikayesi, bu adam kadar ürkütücü olamaz."

The largest trade deal the EU has ever signed just went into effect and nobody is talking about it. On May 1, tariffs between the EU and Brazil start dropping. 720 million consumers. 25 years of negotiation. Over 90% of tariffs eliminated. The 35% tariff on Brazilian cars exported to Europe? Gone. Brazilian beef used to face tariffs up to 20%. Now there's a 99,000-tonne quota at 7.5%. 180,000 tonnes of chicken. Duty free. 180,000 tonnes of sugar. Duty free. 650,000 tonnes of ethanol. New market access. The EU will save €4 billion per year in tariff costs. Brazil's Ministry of Economy projects $87.5-125 billion in GDP gains over 15 years. Why now? Three things happened at once. Trump hit both the EU and Brazil with tariffs. Both needed to diversify away from American trade policy. Chinese FDI in Brazil grew 113% in a single year. Europe realized every year it waited, China took more market share. Argentina went from blocking the deal under the previous president to demanding it under Milei. Three catalysts. Same six-month window. 25 years of deadlock broke in weeks. Here's what nobody is connecting: this is the third major economic bloc to deepen its relationship with Brazil in 18 months. China ($4.8 billion FDI). The US ($565 million in critical minerals). Now the EU (the largest trade deal it has ever signed). Three superpowers. Three simultaneous moves. One country at the center. I mapped every quota, every tariff change, every sector impact, and where capital should position before the rest of the market figures out what just happened. Full piece: x.com/drewcrawford_/…

@mariormagalhaes @comuninters Criança tem desejos … sonhos… e ao se deparar c seu ídolo de gamer , não vai querer ser notado …muitas vão ao estádio p ver seus ídolos independente de clubes, rivalidade … Não podemos perder a noção de civilidade … Ou vamos afastar famílias de estádio …

@MARCIOCT74 @comuninters Aí tu já está trabalhando com futurologia e hipóteses. Futebol mudou realmente. Na verdade não retrocedeu no tempo, encontra-se estagnado. Claro que seria importante avançar, mas assim como na esfera esportiva, os pais também precisam educar seus filhos.

Explicando bem didaticamente. O que deve ser feito no estádio por um torcedor do Internacional e o que não deve ser feito. Tirar foto com ídolo do clube, correto. Quer tirar uma foto com o jogador adversário, vá ao estádio desse time, no Beira-Rio não é o lugar adequado.

@mariormagalhaes @comuninters

@MARCIOCT74 @comuninters x.com/ultimasinter/s…