JF long term trends

Ex-triatleta, sports, father of 2 daughters, investor, lifelong learner : Investment Analysis / no investment advice

[JF long term trends @Jpamericas]

Posts are personal opinions only, no investment advice;

I try to manage my own investments, usually with a long-term time-frame and i'm not a trader.

[JF long term trends @Jpamericas]

@argon_invest A B3 virou a bolsa da derrubada. Quem não aprendeu a fazer short perdeu a oportunidade. Mas o mercado é imprevisível e pode virar.

[JF long term trends @Jpamericas]

@costa_jansen Sem falar nas debentures participativas da vale distribuidas em 1996.

[JF long term trends @Jpamericas]

@realroseceline There's a lot of foreign investment flowing to Brazil recently - too cheap to ignore, lots of banks, energy, utilities, commodities and mining in the Bovespa, how long will this trend last ?

[JF long term trends @Jpamericas]

@MMMTwealth ITUB4 - Banco Itau - one of the top performing brazilian banks

[JF long term trends @Jpamericas]

@realroseceline I've been following $NDAQ for quite a while, think it's great Co but market reaction doesn't seem so great. Do you think there's somekind overhang due to companies staying private longer or even future tokenization of stocks could lead trading at at other platforms?

[JF long term trends @Jpamericas]

@StockSavvyShay Congrats, all the happiness to you and your family.

[JF long term trends @Jpamericas]

@TheIcahnist Thinking Fast and Slow.
It's psychology and behavioral economics

[JF long term trends @Jpamericas]

@_ffferreira Enquanto isso empresas de difícil disrupção por AI sobem forte.
$WMT

[JF long term trends @Jpamericas]

@_ffferreira Foram vários anos de bear market ou lateralizado- acho q desde 2022 - finalmente reagiu!

[JF long term trends @Jpamericas]

@_ffferreira Grafico do ouro tá atrativo
(grafico do trend spider)

[JF long term trends @Jpamericas]

@isabelunraveled Actually there are thoughts and thinking. Thoughts just happen to us while thinking is more deliberate process (re Peter Attia's podcast # 382)

[JF long term trends @Jpamericas]

@david_perell Hi from Rio, Iguassu falls always a great place to visit.

[JF long term trends @Jpamericas]

@_ffferreira A narrativa da crise fiscal tá muito exagerada e investidor tá cansado de levar tranco no ibov. EM tá fora de moda e quase ninguém fala de Brazil. Tá difícil mas mantenho uma dose de otimismo.

[JF long term trends @Jpamericas]

@PeterDiamandis @saylor Sounds like clear brazilian portuguese (my native language)

[JF long term trends @Jpamericas]

@_robertomotta Por aqui conectando ok

[JF long term trends @Jpamericas]

@TONYMON53103367 E depois vc escuta o Howard Marks na norges bank inv conference 2024 dizer q ñ acredita em macro forecasting e q macro forecasting pode ser prejudicial e cita Mark Twain.

[JF long term trends @Jpamericas]

@chigrl That was at ipanema beach sunset

[JF long term trends @Jpamericas]

@_ffferreira AI mal começou. Winners keep winning.

[JF long term trends @Jpamericas]

@nope_its_lily In my view you should keep on posting about portfolio issues n long/short ideas. Having ideas on paper clarifies the mind. Appreciate your posts.

[JF long term trends @Jpamericas]

@CSLupinacci Ou seja, o ralí de final 2023 foi mera ilusão, ou empolgação de mercado.