Valber

Only for notes; NO investment advice.
Equities, FX & Oil.
Global Macro, News Trading, Order Flow & Technicals.

where volatility meets opportunity 🏄‍♂️

[Valber @ValberBastos]

https://t.co/HaFhoewWn2

[Valber @ValberBastos]

Iran strikes ships using 'unauthorized' route through Strait of Hormuz

At least eight vessels have been attacked traveling through the Strait of Hormuz since June 17 – the day Iran and the US agreed Iran would allow commercial ships safe passage through the strait. Five attacks happened before President Donald Trump said the ceasefire was over on July 10.

[Valber @ValberBastos]

@roderix1966 Já tem research de banco lá fora que aponta isso, com ouro, treasuries apanhando e o no landing/run it hot rolando, a melhor defesa contra inflação é... Ações.

[Valber @ValberBastos]

Aparentemente muito é alavancagem, muita gente pegava financiamento pra investir em ETFs alavancados, e nessa volatilidade toda a gente sabe que investidor não fica. O outro lado é depois de uma run gigantesca, os caras botaram no bolso e tão cheio de dúvidas se vai ser ciclo ou n.

[Valber @ValberBastos]

@cckeleti @PedroCerize Extremamente bulish o cenário de uma terceira via, dado o nível do candidato da direita, mas sem congresso todos são capados.

[Valber @ValberBastos]

That's actually cash out from tech to main street btw.

[GURGAVIN @gurgavin]

NEW ALL TIME HIGHS COMING

[Valber @ValberBastos]

E O PAU TAMBÉM ta torando lá no Irã, eles acabaram de avisar que estão atacando bases na região.

[U.S. Central Command @CENTCOM]

At 7:15 p.m. ET today, U.S. Central Command forces began launching the third round of strikes this week against Iran after Islamic Revolutionary Guard Corps forces blatantly attacked M/V GFS Galaxy, a Cyprus-flagged container ship transiting the Strait of Hormuz. A civilian crew member is missing and the vessel is unable to continue the journey due to an onboard fire and significant engineroom damage.

Iran was provided yet another opportunity to demonstrate adherence to the Memorandum of Understanding after being held accountable for earlier attacks on commercial vessels but has again failed.

In response, the United States is imposing a heavy cost by continuing to degrade Iran’s ability to attack civilian mariners and commercial ships freely transiting the strait. The strikes are being carried out at the direction of the Commander in Chief.

[Valber @ValberBastos]

Foi só eu falar veio um milagre o cara vai ser expulso por simulação KKKKKKKKKK

[Valber @ValberBastos]

Acho que acabaram os milagres Argentinos vamo vê, tem muito tempo ainda eles se mataram pra ganhar 2 jogos recentes...

Acabei de ver uma nota é o time com maior idade numa quartas de final com ~30 anos. A maior média de idade desde o Brasil 64? tava certo isso CazéTV?

[Valber @ValberBastos]

Tem que fazer um milagre agora de La Pulga ou é virar porradaria no jogo encher o saco até acabar e ir pros penal.

[Valber @ValberBastos]

@BarakRavid Military branch in Iran for sure will accept it 🤣

[Valber @ValberBastos]

@Tiagogreis Tem alguns gestores do value investing local, traders de juros/cambio, muita news e artigos do sellsids compartilhados/comentados, é muito bom mesmo.

[Valber @ValberBastos]

@PedroCerize NA?

[Valber @ValberBastos]

@DRAFT5gg Pega a do cara com o audio do Ancelotti falando que ele é o Igor Thiago kkkkkkkkkkkkkk os cara alastrou demais

[Valber @ValberBastos]

"will keep growing as long as society steps aside and lets these horrific base human weaknesses run"

gambling is that kinda of thing you can never really price in or measure, there's no data on what someone would do with their money if it doesn't exist, would ppl be fat by eating more? wellness investing in some other activity? investing more, so they could retire in a better way? studying? That's the type of thing you cannot measure but you know their effects goes very beyond.

I'm not even going beyond families/ppl killed because of that. or worse, being dragdown a whole life and that keeps them no different than trash. This should be vanished from history, or at least try to make it so expensive (tax/programs), so hard to get in that it would drop a big majority of users. But those who make the rules anyware are always incompetent these days.

[Cassandra Unchained @michaeljburry]

#kalshi as with all #PredictionMarkets is In a regulatory loophole within an extremely heavily taxed and excessively regulated industry that is gambling no matter what anyone calls it. It is as old as humanity and has driven people to enslave their families and descendents in long ago times. Worse, there is nothing preventing cheating in prediction markets. Cheating, the only activity as old as gambling, with the same power to drive humans to extremes. So Kalshi presents the ability to gamble and cheat, and the loophole allows all of it in every state. So of course it is number 1 by a mile and will keep growing as long as society steps aside and lets these horrific base human weaknesses run roughshod over all and any logical, moral and decent challenge.

[Valber @ValberBastos]

É só reclamar que os cara acorda. Ibovespa fecha +2,93%

Setor financeiro? Liderando 4,12% quem disse que cair juros ta ruim pros caras?

[Valber @ValberBastos]

Porra veio ta proibido a desgraça do Ibovespa subir 2% num dia?

Hoje to de olho nessa janela indo pro fechamento o mercado ta com o pé atrás ainda lá fora nas Techs (apesar do pullback)

Outro fator é a guerra, mediadores estão no Irã, mas só saiu que estão conversando nada de progresso até agora. Ta com cara de que vai rolar algo nesse final de semana, vamos ver.

[Valber @ValberBastos]

13-17/07 WEEK
+ Earnings starts.

[Valber @ValberBastos]

https://t.co/tIU9QimLrr

[Valber @ValberBastos]

The memory-chip shortages that are roiling the computer, car and device markets will probably persist beyond 2030, according to SK Hynix Inc. Chief Executive Officer Kwak Noh-Jung