My recent post in @eToro! Also this is not a political statement I bought $EWZ and I think the pessimism around Brazil deserves a closer look. I understand the concerns surrounding Lula’s reelection: government spending, public debt, interest rates and the reversal of bets on an opposition victory. But an investment argument should account for the economic record too. Brazil has delivered meaningful improvements during Lula’s administrations, including results that directly challenge the idea that his presidency inevitably damages investor confidence. Start with his first two terms, from 2003 to 2010. Brazil repaid its remaining IMF debt ahead of schedule in. The IMF linked that repayment to a stronger external position, trade and current-account surpluses, capital inflows and rising reserves. International reserves rose from roughly $37.7 billion when Lula took office to $288.6 billion at the end of 2010. In April 2008, S&P awarded Brazil investment-grade status, raising its long-term foreign-currency sovereign rating to BBB−. Brazil also recorded 7.5% GDP growth in 2010. That was a rebound year following the global financial crisis, so it should never be presented as a normal annual growth rate. The more recent record also contains positives. According to IBGE, Brazil’s economy grew 3.2% in 2023 and 3.4% in 2024. Compounded, that represents roughly 6.7% real economic growth over two years. These figures measure growth after adjusting for price changes. The composition of the 2024 also matters: • Fixed investment increased 7.3%. • Household consumption grew 4.8%. • Manufacturing expanded 3.8%. • The investment rate increased from 16.4% to 17.0% of GDP even at absurdly high interest rates. Those results show expanding demand alongside increased investment in productive assets. Employment improved too. Annual unemployment averaged 6.6% in 2024, the lowest in the comparable IBGE series beginning in 2012. The employed population reached a record 103.3 million, up 2.6% from 2023. More people working means a broader base of consumers and taxpayers. Poverty fell from 27.3% in 2023 to 23.1% in 2024 under the measure used in IBGE’s report. That represents 8.6 million people moving above the poverty threshold. Extreme poverty declined from 4.4% to 3.5%. IBGE attributed the improvement to social programmes and a stronger labour market. For investors, these social indicators have economic relevance. Employment and household purchasing power influence revenue across banking, retail, services and other domestic businesses. They belong in an assessment of Brazil alongside debt and inflation. Of course, these outcomes cannot all be credited to one president. Commodity markets, global conditions, earlier reforms, central-bank decisions, Congress and private businesses all influence the results. Nor does paying off the IMF in 2005 resolve Brazil’s current debt problem. Strong consumption can coexist with fiscal strain, and higher growth does not automatically translate into better shareholder returns. But the historical record gives me reasons to question blanket pessimism. Brazil has achieved investment-grade status, accumulated substantial reserves, expanded output and improved employment during Lula’s governments. His name alone is an incomplete investment thesis in either direction. For now, I bought exposure to Brazil because I think the positive evidence deserves more weight than the current pessimism gives it.

Soon @PokerStars

Saturday Zap

Whats the best open source model for UI/UX?

I am looking for testers so that I can release Open World Clock on android! openworldclock.com/android-b… Show me proof in the comments you signed up and downloaded the app and i'll send you some ARC through @TheUpsiderAI

One more zap! @TheUpsiderAI explain how these frequent small actions impact the treasury and tokens

Monday zap done

Another zap, and to celebrate another lottery ticket. @TheUpsiderAI buy me 1 @megapot ticket!

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One more day one more Zap, Roberts treasury keeps on growing

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