Analyzing markets, policies and participants.
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Reasonus4 retweeted
Está circulando un video de la llegada de Bolsonaro a Estados Unidos, pero es falso. Este es el real 👇🏽
So, Brasil gets reforms without a criminal who would have sold out #Brazil & permitted the #epstein class to loot Brazil’s resources.
Better outcome for Brazilian markets than the binary options traders envisioned. $EWZ $ILF
Brazil's selloff was investors unwinding a bad election bet, writes @elerianm
But the vote is information about Brazil itself.
Voters rejected Bolsonaro while strengthening conservatives in Congress.
That tells us something about political adaptation that markets may be missing.
Transfer of wealth from US households to Chinese households.
Buy & hold: $GLD $SLV $GDX
Avoid like chlamydia: $TSLA $SPCX $SPY $QQQ $CRWV $PLTR $AAPL $NVDA $SOXX $SOXL $ARM
Everything US investors buy is impoverishing them. $SPX sits at the top of the list.
Chinese households’ appetite for gold has grown over the past two months as prices soften and onshore equities lose their shine, providing support at a time when bullion is testing $4,000 an ounce bloomberg.com/news/articles/…
Even fairly rational commentators falling for #Epstein crew’s narrative spin on Brazil.
👉 It will dawn on traders that the Brazilian real appreciated +15% vs the dollar in 2025 under Lula.
👉 Once the mind virus dissipates, it will occur to traders that $MELI’s massive growth occurred … under Lula’s term.
👉 US has a debt crisis, Brazil does not
This setup exactly like the fake #Iran deals and shorting Brent in March.
Shorting Brazil is another #Epstein class manip attempt. Buy $EWZ $ILF $MELI & Brazilian stocks hand over fist.
We bought $XLE $CRAK when it was cheap.
Roll #OIl profits into another opp provided by Zionist financial gangsters attempting to create chaos in #Brazil in order to carry out a coup.
🫡 Godspeed
#BrazilWatch🇧🇷: After Lula’s re-election in Brazil, the real plunged by 8% against the US dollar. That's the worst single-day drop since 1999.
LEFT-WING LULA WON. THE REAL LOST.
Steve Eisman of the Big Short on $CRWV
“HSBC made an interesting point about Coreweave. The analyst covering the stock has an underperform rating. The analyst points out that Coreweave’s estimated return on capital from 2026 thru 2030 is 9 percent. Its debt costs are now 15%, which means its total cost of capital (debt plus equity) is even higher. This also means that every dollar Coreweave invests is value destructive.”
Never have I seen so many investors buy value destroying businesses. $NBIS $TSLA $SPCX $ORCL, even the Hyperscalers $GOOG $MSFT $AMZN $META
The whole world is infected by a mind virus.
It was all a Zionist coup attempt. Including the EWZ short attack.
🇧🇷BOLSONARO REPORTEDLY FLEEING BRAZIL FOR THE UNITED STATES
Flávio Bolsonaro is reportedly en route to the US, according to allies cited by Brazilian newspaper Folha de S.Paulo, two days after losing the presidential election to Lula.
The reported departure follows a Supreme Court order to surrender his passports amid criminal investigations. Brazilian authorities subsequently cancelled his Brazilian passport.
Allies claim he traveled through Argentina, although his route and whereabouts remain unconfirmed.
The key takeaway: Reports of Bolsonaro's departure raise the prospect of a new diplomatic and legal dispute involving Brazil and the US.
Retail is not buying $AAPL at 12x sales as phone sales crash. It's the Epstein crew someone.
Likewise, the $EWZ post Lula election is manufactured. Lula, Brazil and Mexico are the sole anti-zionists in LatinAm.
Presents opportunities to sell/short $AAPL and buy $EWZ $ILF
iPhone sales plunge 30% in India, the second largest phone marketplace in the world.
Retailers are reporting $AAPL is channel stuffing in the country, with excess inventory piling up distribution channels 👀
Oh Boy.
moneycontrol.com/technology/…
Damn. iPhone sales plunging worldwide.
At 12x sales (2x previous cycle peaks), $AAPL may destroy more retail wealth this cycle than AI.
$SPY $SPX $QQQ
iPhone sales plunge 30% in India, the second largest phone marketplace in the world.
Retailers are reporting $AAPL is channel stuffing in the country, with excess inventory piling up distribution channels 👀
Oh Boy.
moneycontrol.com/technology/…
When Dems gain a congressional majority, the Epstein coalition will do to $SPY $QQQ what they did to $EWZ today.
There is no AI boom. They needed the bubble to last until midterms. They know it will crash. $SPX is not worth more than 6000.
And all they have to do is shut off liquidity, then blame Dems (100 of whom voted to end aid to Israel).
Markets are completely politicized. They are timing the start of the economic depression.
Watch liquidity pattern before and after midterms.
Reasonus4 retweeted
It is worth noting that Brazil, one of the world’s ten largest economies, can see its stock market plunge nearly 17%, its small-cap stocks collapse 30%, and its currency lose 12% before noon on a Monday, with virtually no corresponding reaction across global stock markets, cryptocurrencies, precious metals, or traditional safe havens.
No comparable panic. No meaningful global contagion. No systemic repricing. No impact. No effect.
Remarkable.
Yup. The #epstein crew is behind the $EWZ fake drop. See my previous tweet.
How mad would they be if $EWZ ran to new ATH this week?
These compromised, Israel first, pos pedophile billionaires are connected and they have a plan.
I hope a short squeeze of epic proportions happens.
$ILF $EWZ $TSLA $SPCX
It’s highly likely Epstein / Israel linked Wall St firms shorting $EWZ to scare Brazilians into pro-Zionist political camp.
Indonesia’s stock market attacked. Then EWZ.
Lula is not a dictator. And a runoff election means Brazil’s gov is evenly divided.
So if reforms are bullish, results show reforms are on the way. Mandate.
So, Today’s action seems to be psyop to damage an anti-Zionist politician.
As such, $EWZ $ILF will round trip as #OIL did after the #Epstein crew shorted Brent.
Same exact setup as $XLE $USO $XOP $CRAK in April when we bought the dip.
