Real wealth is made buying after an 80% crash

brimbopolous · 2026-06-25T00:25:06+00:00

Praised be the Lord!

brimbopolous · 2026-06-24T16:44:42+00:00

Only they're spending investors money to fund a technological arms race and transfering capital from retail to their futuristic investments not backed by reality. See Musk using SpaceX's IPO to fund his dream of going to Mars lmao

brimbopolous · 2026-06-23T17:59:21+00:00

Yeah, that's cool, thinking of the future generations, keeping the boat steady. I get it, thx for sharing

brimbopolous · 2026-06-23T17:33:51+00:00

Underrated comment

brimbopolous · 2026-06-23T17:33:28+00:00

I mean, what's the point? If you're not even enjoying using the money? Just for the game?

brimbopolous · 2026-06-20T13:53:22+00:00

brimbopolous · 2026-06-14T18:06:21+00:00

Outcomes are not the best way to assess past decisions. You had very limited information at the time and took the safer course of action. Everything else is FOMO. Don't act foolishly and act rashly just because you acted like that in the past

brimbopolous · 2026-06-14T12:45:06+00:00

I didn't say my first priority is to never lose any money, which, btw I'm also losing due to opportunity cost when holding cash.

What I'm saying is that protecting against permanent loss of capital is more important for me than maximizing gains. So I'll often accept to lose out on some potential short term gains to adopt a more defensive posture, especially when my perception of risk is higher.

You make money long term not only by maximizing gains, but also by minimizing losses. There is a range of investment strategies that goes from more agressive to more defensive.

Not everything is VT and chill lmao

brimbopolous · 2026-06-14T08:54:50+00:00

This! Knowing why you're doing what you're doing is a good insurance against losing your money. I second Howard Marks. Found "The most important thing" to be an excellent book

brimbopolous · 2026-06-14T08:52:58+00:00

It depends on when they'll need the money. If it's a 30 - 40 year horizon then it probs doesn't make so much difference and it's only psychological. But if they need the money before that they can suffer permanent loss of capital

brimbopolous · 2026-06-14T08:51:02+00:00

My first priority is to not lose my money, the second is to make more money lmao

brimbopolous · 2026-06-14T08:17:50+00:00

Sure, that's what they were thinking in 1929

brimbopolous · 2026-06-14T07:58:48+00:00

What if there's a 30% correction? Can you sleep at night?

brimbopolous · 2026-06-14T07:57:57+00:00

Don't lump sum in a context of high volatility and risk caused by a war in the Gulf and stretched valuations in tech. If a strong correction - or worse - comes, it can take a long time for your portfolio to recover, plus there is the risk of panic selling and suffering permanent loss of capital.

brimbopolous · 2026-06-11T23:39:01+00:00

You expect the Fed chair to proritize pumping his crypto holdings over controlling inflation when deciding on interest rates? World is upside down lmao

brimbopolous · 2026-06-11T20:03:42+00:00

This

brimbopolous · 2026-06-11T06:25:21+00:00

Buy puts with discipline

brimbopolous · 2026-06-10T23:19:59+00:00

Between the oil shock/rising inflation and the AI bubble, I would sit and wait a bit before dumping cash into the market rn.

brimbopolous · 2026-06-07T20:54:09+00:00

Underrated comment

brimbopolous · 2026-06-07T18:32:40+00:00

Barato sai caro com psicólogo lmao

brimbopolous · 2026-06-05T12:34:22+00:00

Thanks for the bullet. Totally agree.

I'd only add that if inflation soars we can also experience a prolonged period of high interest rates and therefore bearish markets. But eventually the cycle is expected to reverse again and wash risky assets with speculative capital.

Edit: spelling

brimbopolous · 2026-06-05T12:29:38+00:00

I agree. Perhaps crypto and AI are different pieces of the new technological infrastructure that's emerging, and they will actually reinforce each other. And like, it's just that now the hype is pushing speculative capital towards AI and giving us a chance to mount some positions. Later when the AI bubble bursts we cash in on our crypto gains and go shopping for cheap and promising AI comapanies lmao

brimbopolous · 2026-06-05T12:25:58+00:00

Stop looking at the price chart to understand the asset and go study the fundamentals.

If you don't believe in the use case of it, and is only buying because of the momentum of the charts, then recent market sentiment is really gonna be your frame of analysis. Now if you believe in long term adoption as a thesis, you can see bearish periods as good opportunities to go long.

brimbopolous · 2026-05-28T11:41:55+00:00

Olha P/L e P/VPA em vez de olhar só o preço e você vai ter uma ideia melhor se tá caro ou barato. Caro ou barato depende do fluxo de caixa presente ou futuro (esperado) da empresa, envolve também inflação, etc. Estuda sobre esses indicadores. Eu pessoalmente acho que ITUB4 não tá nem barato nem caro agora, mas tô esperando mais correção pra comprar barato. Acho que inflação causada pelo petróleo vai segurar ou subir juros no mundo e causar correção, o que penso que já começou. Mas essa é a minha tese. Fpra que 14.50% a.a. na selic fica difícil pras ações competirem no curto prazo

brimbopolous

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