Rehoboam

@EraldoPaola >See USD weak and Petrobras is up 65% YTD

>Be EM fund manager >pretend you like value investing >see Brazil trading cheap >dont give a phuck about local politics and economics, country is going through huge problems and massive massive massive tax rate increase on everyone >even with historical tax rate, socialists are able to marginally increase gvt spending further, destroying all the fiscal discipline former gvt fought for >watch a judiciary dictatorship being implanted, innocent people arrested, journalists being chased >opposition congressmen and people that worked for former gvt escaping to save themselves (exile) >former president arrested for nothing, slowly tortured on daily basis in prision >one of the biggest companies in stock exchange is petrobras, unfortunately belongs to the gvt >socialist gvt say phuck the price of oil, cut the price of diesel its election year (forces a loss for investors) >you still dont care “long Brazil, it has fundamentals” >things are cheap for a reason >mid and small banks go bankrupt, big historical fraud >owner phone’s convos leaked >politicians and supreme court judges envolved in the scheme >no one to judge it accordingly, only God >central bank personnel who oversaw the risk for local FDIC being personally chased by supreme court >no one cares. Suspicion of narcotraffic and organized crime behind bank fraud >no one cares >high interest rates push for highest bankruptcy among small companies in decades >have a bad public system for everything (african level) except for collecting taxes (charge taxes like scandinavia) >see downtrend in consumption, recent increase in inflation and a full blown local credit crisis brewing >still dont give a phuck and long brazil

Nassim Nicholas Taleb: "you should study risk taking, not risk management"

Lembre-se dessa foto dos petistas comemorando o FIM da CPMI do roubo dos aposentados. Só isso aqui basta pra nunca mais confiar nesses vagabundos.

@JHdaFonseca Você fez esse post com o celular perto da sua cara?

Sou um cara sensato. Meu problema com carro elétrico não é sobre se ele é melhor ou pior de performance que a combustão, pode até ser melhor. Minha questão é passional de saúde. Não me desce a ideia de ficar sentado em uma bateria gigante. Nem celular no bolso fico!

@PedroCerize @henrique_aiex Ai eu começo a comprar mais.

As vezes eu penso se é hora de vender bolsa. Ai eu lembro que: - a guerra vai acabar - Lula vai perder - Juros vão baixar Ai eu vou treinar e deixo pra outro dia

@KIMPAIFFER @feliperabeloep AuM ou AuC?

@feliperabeloep Fiz isso com 25 anos em 2010 :)

R$ 1 bi de AuM antes dos 30 anos

O mesmo juiz que prorroga um inquérito há 7 anos, que já investigou a Receita Federal, Elon Musk e a revista Crusoé, agora diz que a CPMI do INSS é longa e abrangente demais. “Perigo para o Estado de Direito”. É a cara de pau dos intocáveis.

“Então, se criam obstáculos de impedimentos, de leituras de requerimentos, de aprovação de requerimentos, até que se esgote o prazo e depois não se prorrogue. É o que vai acontecer se não prorrogarmos essa CPMI do INSS. Um caso que envolve roubo de bilhões de reais dos mais vulneráveis da nossa sociedade, órfãos com suas mães, avós que cuidam dos seus filhos e seus netos não vão ter a resposta – ao menos do Congresso Nacional – no âmbito da responsabilidade política que as minorias pleiteiam o direito de ver reconhecido. Se criam os obstáculos, até que se escoe o caso”, afirmou o ministro André Mendonça. Leia mais: oantagonista.com.br/brasil/envolve….

Agora com a LEI da MISOGINIA nem o UBER se salva, parabéns aos envolvidos! Mulher vai ter que andar a pé!

@igual89329436 @Curiousstalkerr @DalsonFigueired @gbguandalini 🥱🫩 e era um pouco mais de QI pra saber interpretar texto e entender que eu quero saber a opinião do autor do post sobre a dissertação. Tanto mongol que fica dificil…

@DoctorOfBeasts @Curiousstalkerr @DalsonFigueired @gbguandalini Era só um poquitinho de brio e familiaridade mínima pra saber que 200 páginas de uma dissertação não são 200 páginas de leitura...

Segue a dissertação de mestrado do nosso atual ministro da fazenda. Boa leitura! repositorio.unb.br/bitstream/1048…

@dampedspring @Ksidiii Priced in doesnt mean correct and doesnt mean it won’t change. The market is an aggregation of players, they are changing the whole time.

I think there is a big misconception about what it means to be "priced in" as shown by your tweet wall I have a bet for you Flip a unbiased coin Payoff is zero or $1 Market price is roughly $0.50 That is correctly priced in. Despite after the outcome the market price of the payoff is 0 or $1.00 Saying market should be one or the other before the event plays out to be "priced in" makes absolutely no sense at all.

I think there’s a big misconception when it comes to large market moves. Many people take a theoretical view that “the market prices everything in.” But if you look at history, you’ll see that some of the largest market declines have come well after the catalyst was already widely known. 1.COVID-19: It’s called COVID-19 because it was identified in 2019. Yet markets didn’t fully digest the ramifications until mid-March, when economies were already shutting down. 2.GFC: Before the major collapse in Q3 and Q4 of 2008, it was already known in 2007 that cracks were forming. There were multiple warnings pointing to a potential mortgage crisis. Credit began to slowly reprice, and then it all unraveled at once. 3.Volmageddon: Prior to the February 2018 blowout, it was widely known among derivatives traders that these ETPs could fail. Portfolio managers were openly arguing with issuers at major derivatives conferences. 4.“Liberation Day”: Weeks before Trump announced tariffs, the market was aware he had a plan in place. In fact, markets initially rallied a few percent within seconds of the announcement, then went on to decline 20%. My point is that there’s a cognitive bias that leads people to believe the market is all-knowing, smarter than everyone, and always prices everything in. But during major volatility events, it’s often only at the very end that the market fully accepts the fear. This is likely because humans naturally are optimistic creatures. It’s embedded into our DNA.

@Croche1986 @Lewis_Ranieri Bom economista <> Bom ministro

@DoctorOfBeasts @Lewis_Ranieri Pouco demais pro tanto que falava

O deslumbre inicial do Paulo Roberto é fascinante. Ele nunca engoliu a turma de 1994 e finalmente teve a sua chance. Entregou nada com porra nenhuma.

@NickSzabo4 @acteduweininger So that Trump can later say that “XYZ countries helped Iran in the war, I am taxing 74828829% more every product from country XYZ?”

@acteduweininger New Zealand needs to do what a bunch of other countries have already done and sign a passage deal with Iran.

New Zealand is on track to run out of fuel in about three weeks. First world country btw. No fuel reserves. Refineries closed down under Jacinda Ardern. Deep sea oil exploration banned under Jacinda Ardern. Jacinda Ardern and covid lockdowns. Jacinda and covid.

Concordo plenamente. Quando nós lemos muito, por exemplo, 100 páginas por dia, além de um trabalho absurdamente dinamico (mercado financeiro), ler 200 páginas adicionais requer tempo (precioso) e esforço. Claramente, por não ter a capacidade de entender isso, você se enquadra exatamente na situação descrita por você. Dito isso, você leu o paper?

@DoctorOfBeasts @DalsonFigueired @gbguandalini x.com/assimfalouluca…

Malu Gaspar [@malugaspar]: Vorcaro salvou em celular minuta de documento do TCU x.gd/H7RT3

@RicardoBerezin @amigadanathalia Não é impressão.

Folha: Membros da AGU ganharam R$ 6,1 bi em honorários em 2025 Sob o governo Lula, repasses explodiram. São apenas 13 mil privilegiados. Jorge Messias, mesmo afastado, recebeu R$ 713 mil A impressão que dá é que estamos sendo roubados por todos os lados

@Lewis_Ranieri América ta virando Brasil… jaja o Dólar vira Peso Americano kkkkkk

@DoctorOfBeasts Margaret Ryan

SEC will have a lot of work to do in the next couple of years