Augustus Fernando @VonsRaizer

🇧🇷 Бандитизм возникает тогда когда государство не может дать народу достойного заработка קהלת ג' י"א-י"ד Brasil Joined November 2022

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zerohedge @zerohedge

6 days ago

Silver > $46, highest since 2011

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Selector Company @SelectorCo2025

a week ago

NOTE: pro DX ficar mais fraco basta não ocorrer entradas adicionais nos EUA ''déficit C/C'' por insegurança política/geopolítica. Não há necessidade de ter saídas dos EUA de US$.

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Selector Company @SelectorCo2025

a week ago

NOTE: déficit C/C: imprevisibilidade política/geopolítica = DX week.

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Selector Company @SelectorCo2025

a week ago

the experience of the 1970s when authorities relaxed policy into stubbour inflation offters a clear cautionary tale.

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Selector Company @SelectorCo2025

3 weeks ago

On policy & profits: on policy... coming Fed rate cuts leading to lower credit spreads, higher bank stocks, higher rate sensitive stocks (e.g. small cap, homebuilders...) shows investors believe Fed ''ahead of the curve''; levels to signal this is wrong...

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Selector Company @SelectorCo2025

3 weeks ago

Zeitgeist I: Fed cutting at highs... I'm staying long stocks until we start worrying about the midterms next spring. (Source: BofA, M. Hartnett 11-09-2025)

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zerohedge @zerohedge

3 weeks ago

2 million jobs from the last 3 years of the Biden admin have now been revised away. This despite the biggest debt issuance spree on record.

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Selector Company @SelectorCo2025

4 weeks ago

🎯🎯🎯

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Selector Company @SelectorCo2025

4 weeks ago

NOTE: In 2026, US stocks are bullish. In 2027 Q3, there is a crash or hard landing. Do not hesitate!

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Selector Company @SelectorCo2025

2 months ago

NOTE: US administration need for 25/26 boom & bubble as easiest path to reverse path of US debt & deficit trends, why US$ ecular bear is clean investment theme into 2026...

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Selector Company @SelectorCo2025

2 months ago

Zeitgeist: i'm just hoping the market goes up more than the currency goes down.

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Selector Company @SelectorCo2025

2 months ago

NOTE: POLÍTICA DO FED: na minha opinião 1 corte do Fed em Sept está selado ''vejo pouca probabilidade que seja de 50bps''; as taxas dos fundos do Fed estão mais próximas da visão do Fed de neutras e tarifas + medidas baseadas em pesquisas de expectativas de inflação...

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Selector Company @SelectorCo2025

2 months ago

Figure 1: Shifts in global treaty alignment: UK vs US pre-WWI Figure 2: US vs China today Countries are coloured in red if they signed more treaties with China and blue if they signed more with the US. “NA” in case no treaties were signed in that decade

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Selector Company @SelectorCo2025

2 months ago

NOTE: greed always much harder to reverse than fear.

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Selector Company @SelectorCo2025

2 months ago

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Secretary Marco Rubio @SecRubio

3 months ago

.@POTUS made clear that his administration will hold accountable foreign nationals who are responsible for censorship of protected expression in the United States. Brazilian Supreme Federal Court Justice Alexandre de Moraes's political witch hunt against Jair Bolsonaro created a…

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Augustus Fernando @VonsRaizer

2 years ago

[...] if CW correct "Fed cuts, yields 4%, soft landing"... leverage the winner; but treasuries the winner if "Fed cuts, hard landing, yields 3%", and commodities winner if "Fed cuts, no landing yields 5%". - M. Hartnett

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Augustus Fernando @VonsRaizer

4 months ago

Redline desde 2023:

Augustus Fernando @VonsRaizer

7 months ago

Redline desde 2023:

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The Long View @HayekAndKeynes

5 months ago

I think most people are totally missing what's going on. This is my attempt to explain it.

The Long View @HayekAndKeynes

5 months ago

I think most people are totally missing what's going on. This is my attempt to explain it.

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Natalia Gurushina @NGurushina

5 months ago

EM local bonds are outperforming EM sovereign debt, capitalizing on (a) the U.S. policy uncertainty/doubts about the U.S. exceptionalism; and (b) the realization that the inflationary impact from tariffs can be lower in EM (which opens room for rate cuts)