Helio Guimarães

[Helio Guimarães @hpguin]

@pensesejalivre @JHdaFonseca Tem grok gratuito. Se vc gastar 3 min lá vai entender.

[Helio Guimarães @hpguin]

@Economesteter 70% do Brasil não quer que o Flavio saia:

- os 50% que querem eleger o Lula
- os 20% Bolsonaristas

[Helio Guimarães @hpguin]

@fcsc_francisco @crisinveste Liberdade econômica ou anafalbetismo geopolítico seu?

[Helio Guimarães @hpguin]

O gráfico do Poder360 não está com erro de cálculo, mas o título engana. R$8,74 não é “dólar justo” — é R$1 de 1994 corrigido só pela inflação brasileira (IPCA +775%). É a perda de poder de compra interna do real, não câmbio.

Câmbio justo por paridade de poder de compra (PPC) compara as DUAS moedas. E o dólar também encolheu: US$1 de 1994 compra hoje o que ~US$2,25 compram (inflação americana de ~125% no período). A régua americana também diminuiu.

Corrigir só o lado brasileiro e ignorar isso assume, implicitamente, que a inflação dos EUA foi ZERO em 32 anos. Como não foi, o número infla demais. A conta certa divide um fator pelo outro:
8,74 ÷ 2,25 ≈ R$3,90

Ironia: o próprio gráfico diz que a inflação BR foi “6x maior que a dos EUA” — mas não usa isso no cálculo. Se usasse, chegaria em ~R$3,90, não R$8,74. O dólar à vista (~R$5,17) está acima disso, e o excesso é prêmio de risco do real — não inflação.

[Helio Guimarães @hpguin]

@freu_rodrigues Vai de penetra e chega primeiro. Muito bom! Rs

[Helio Guimarães @hpguin]

@claudiopedrosa8 Pq não cuida da sua vida e de como vc gasta o seu dinheiro?

[Helio Guimarães @hpguin]

@thogoCAM Se ninguém conhece os 3 segredos, só ele e você; o que você ainda está fazendo aqui, amigo?

[Helio Guimarães @hpguin]

@brunosouzasc @brunosouzasc Ótima tradução! Vale a pena dar crédito ao original:
https://t.co/NxoF4UPpnk

[Satyamurthy Nageswaran @satya_murthy]

Elon Musk created, in a single day, 4,400 new millionaires.

Nearly 400 of them surpassed $100 million.

They're not bankers or venture capitalists. They're SpaceX employees: welders, technicians, mechanics, and even cafeteria workers. For twenty years, the company paid people at all levels with stock, not just high salaries. Those who produced reaped the rewards.

Juan Hernandez, a Mexican immigrant, took a welder job at $28 an hour in 2015, without even fully knowing what SpaceX was. He received a small stake worth $10,000 and was able to buy more at a discount through payroll. Today, his share is worth $880,000.

Trevor Hise ignored his parents' advice to take a "safe" job at General Electric. He chose SpaceX, stayed for 12 years, and accumulated over 100,000 shares. At the listing price, that's $13.5 million. At 37, he can already retire. His words: "The magnitude of this is ridiculous."

The most eloquent detail came even before the IPO: more than 100 employees quietly banded together to hire a wealth manager capable of handling up to $5 billion. Many had never needed a wealth manager in their lives.

For decades, tech company IPOs have enriched programmers. This time, the money reached the factory floor. This is real capitalism: those who risk, those who work, and those who deliver value reap proportional rewards.

The left hates stories like this. Because it proves that true social mobility doesn't come from dividing others' misery, but from creating wealth that lifts those brave enough to build.

👆 Posted by Bruno Souza via the 𝕏 platform

This is what capitalism can do. I had heard that about 150 people in Austin were to be worth over 100 million at this IPO. Imagine that! Even if it’s 25% of that, it is still monstrous. This is a great day for SpaceX, Elon, and everyone involved. Hats off — well done! 🚀

Cite 10 other similar cases in history for us to follow. You’re selling the exception as the rule. Cite at least five that “enriched” the factory floor. 📚

How many companies have done this? How many became billionaires or trillionaires and didn’t generate any wealth at all for those who helped produce and build? 💰

Uber, for example, does this with a driver who has been working with them for nine years? I don’t know if you’ve already questioned this matter, but will the employees continue at the company? 🤔

[Helio Guimarães @hpguin]

@ewarren https://t.co/LsqZtVutr5

[Shruti @heyshrutimishra]

Elon just created 4,400 millionaires in a single day.

400 of them are now worth over $100 million.

These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.

Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.

Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."

The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.

Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.

[Helio Guimarães @hpguin]

@scottmelker “Coincided” being the key word.

[Helio Guimarães @hpguin]

@nonoinvestidor Se for da JBS, vai sair!

[Helio Guimarães @hpguin]

@Metropoles @MyHoodbr Que tensão?

[Helio Guimarães @hpguin]

@LarkDavis @DivesTech When doesn’t he?

[Helio Guimarães @hpguin]

@KobeissiLetter Hard to argue against buying the index.

[Helio Guimarães @hpguin]

@voxmantis6 @CafeComSardinha 🤣🤣🤣

[Helio Guimarães @hpguin]

@opapoeconomico Tudo verdade, mas a última frase merece reflexão!

[Helio Guimarães @hpguin]

@pfigueiredo08 @RomeuZema Desonesto e/ou burro…

[Helio Guimarães @hpguin]

@o_antagonista Foram falar sobre a convocação de Neymar.

[Helio Guimarães @hpguin]

@erikinhamagic @gilmarmendes 🤣🤣🤣

[Helio Guimarães @hpguin]

@diegolmm2 @lordivan22 Foto?