B @polyticstru

Master of the universe - EM / G10 trading (FX & Rates) Joined August 2019

Tweets

15K
Followers

2K
Following

2K
Likes

26K

B @polyticstru

4 months ago

using claude to track some distressed debt - 2 days insane productivity - buildout an agent that deliver all that i need to know to have a full overview

0 0 0 105 0

B @polyticstru

4 months ago

Vendo corrida manucity 10km - SP 200 brl

0 0 0 113 0

Andre Portilho @APortilho

6 months ago

🔥Radar Crypto: 3 sinais de por que o $BTC pode ganhar ainda mais tração agora 🧵

1 4 31 8K 1

Download Image

B @polyticstru

8 months ago

2m ago, what changed so far?

B @polyticstru

9 months ago

2m ago, what changed so far?

1 0 0 233 0

Download Image

0 0 1 123 0

B @polyticstru

8 months ago

Thinking about EMs dynamics, foreigners are back into BRZ, after an intense end of the year, BRL 5.75 and rates 100 bps tighter, most locals lost this, will they jump in?

0 0 0 89 0

B @polyticstru

8 months ago

Brazil agro is having a terrible moment, guy just hit me up, need a 4y 60mm loan ~50mm guarantees, low LTV. how much I would charge for that? No clue, should be wayyy above what he was thinking…

0 0 0 98 0

B @polyticstru

9 months ago

wild - tariffs priced in - if not coming up time to revert this widening? tx

0 0 1 112 0

Download Image

B @polyticstru

9 months ago

Better explanation that I read in all time about decomposing PnL.

Rohan 🦆 @G3ni3sWish

9 months ago

Better explanation that I read in all time about decomposing PnL.

15 55 395 59K 697

Download Gif

0 0 0 127 0

Brazil Finance Minister will be on vacation from 2nd jan to ->>?? When they will take them down? Local markets are too stressed out and they didn’t moved him yet. Government think that all will fade with time? If they don’t start moving, 7 USDBRL will be bid soon.

The Investor @leiatheinvestor

9 months ago

43 106 2K 34K 19

0 0 2 146 0

B @polyticstru

9 months ago

Debt wall 2024 7tn ust roll 2025 -> where this money Will come from ? EMs? @MacroAlf

0 0 0 67 0

B @polyticstru

9 months ago

Happy hanukkah and Christmas for my friends, blessed year for us all

0 0 0 82 0

B @polyticstru

9 months ago

DIs 40bps wider is basically a flat day in brazil right?

0 1 1 282 0

B @polyticstru

10 months ago

Tough days for BZ, every fx spot intervention got de CDS 10bps wider, we came from 160 to 220 bps today, tomorrow will be 250? Brazilian government clearly doesn’t care about his population.

0 0 0 109 0

B @polyticstru

10 months ago

Bc botar 3bi usd no over, eh quem tem compra dms, 6.50?

0 0 0 110 0

B @polyticstru

10 months ago

Tough week for Brazilian traders, at least the fiscal package was released (after long weeks) in line with expected, but some prints concerns, projections over 2026 looks a bit weird. BRL -3.27% WoW / rates widened 60bps (got as high as 110 bps) - priced in ~15% final rate

0 0 3 125 0

B @polyticstru

11 months ago

XBI coming down after announcement from RFK, research on the field is expanding quickly and will expand more due to AI, and it’s sure legging tech companies… If it come down to 85 I will collect more.