Quem não tem Ações no Brasil é Louco?
Clube dos Dividendos
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Minimum Coupon CLUBEDIVIDENDOS | Link https://bit.ly/CLUBEDIVIDEND0S
Become a Member @clubedosdividendos
Is the Stock Market Cheap? (Part 1) - The Battle of Real Interest Rates A BOLSA ESTÁ BARATA? (Parte 1) - Análise H...
Is the Stock Market Cheap? (Part 2) - The Trajectory of Future Interest Rates A Bolsa está Barata? (Parte 2) - Análise d...
Is the Stock Market Cheap? (Part 3) - The Interest Rate Differential A Bolsa está Barata? (Parte 3) - O Diferen...
In this video, I analyze whether the Stock Market (B3 / Ibovespa) is expensive or cheap, and whether it is still worthwhile to invest in stocks in Brazil, basing the analysis of the attractiveness of the stock market on the cost of money, the interest rates. I share my perspective on macroeconomics, real interest rates, and market projections to guide your investment portfolio and dividend strategy, focusing on passive income and the long term.
00:00 - Introduction and Roadmap
01:03 - Sponsor: Minimal Club
02:40 - Global Overview: Interest Rates Worldwide and Big Tech
07:27 - Global Performance and Highlight of the EWZ (Brazil)
09:22 - Commodities: Oil, Natural Gas, and Agribusiness
11:55 - Exchange Rates: Dollar and DXY Analysis
19:22 - Brazilian Scenario: Real Interest Rates and Unemployment
20:41 - Yield Curve and Market Expectations
23:00 - Historical Analysis of Interest Rate Quadrants (DI 2029)
26:33 - Is the Stock Market Expensive or Cheap?
30:00 - History of Real Interest Rates in Brazil (2000 to 2026)
36:19 - Ibovespa Valuation: P/E and Earning Yield
38:27 - Options Strategies (Call Selling and Dollar-Linked Options)
39:36 - Market Breadth
43:45 - Foreign Investment Flow
44:35 - Technical Analysis and Seasonality of BOVA11
47:54 - Sector Performance and Biggest Drops of the Week
49:19 - Portfolio/Screener: Most Discounted Stocks
50:36 - Dividend Agenda and Economic Calendar
My name is Bruno Mazoni. I am a CNPI Analyst accredited by Apimec.
I want to clarify that all content presented in this video does not represent a recommendation to buy/sell assets. The objective of the video is to share information.
This video tells my story as a CNPI (Brazilian National Investment Trust) holder: CNPI: TUDO SOBRE A CERTIFICAÇÃO DE ANALIST...
#Investments #Stocks #Ibovespa #StockMarket #Dividends
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A Bolsa está Barata? (Parte 1) - A Batalha do Juro Real https://youtu.be/OotnuSbNEsg
A Bolsa está Barata? (Parte 2) - A Trajetória do Juros Futuros https://youtu.be/zy3myjan2-Y
A Bolsa está Barata? (Parte 3) - O Diferencial de Juros https://youtu.be/PtvheD7tfZw
É um dos melhores livros que li. É uma lição de vida que, inevitavelmente, farão vocês refletirem muito sobre como encarar quaisquer dificuldades na vida.
Depois dessa alta não tive como não realizar boa parte da minha carteira e colocar o lucro no bolso
Comprei Vale e se cair mais pretendo ir comprando, de olho em Embraer também
Bom domingo a todos e bom feriado!
Quem não tem Ações no Brasil é Louco?
Clube dos Dividendos
14,779 views
Minimum Coupon CLUBEDIVIDENDOS | Link https://bit.ly/CLUBEDIVIDEND0S
Become a Member @clubedosdividendos
Is the Stock Market Cheap? (Part 1) - The Battle of Real Interest Rates A BOLSA ESTÁ BARATA? (Parte 1) - Análise H...
Is the Stock Market Cheap? (Part 2) - The Trajectory of Future Interest Rates A Bolsa está Barata? (Parte 2) - Análise d...
Is the Stock Market Cheap? (Part 3) - The Interest Rate Differential A Bolsa está Barata? (Parte 3) - O Diferen...
In this video, I analyze whether the Stock Market (B3 / Ibovespa) is expensive or cheap, and whether it is still worthwhile to invest in stocks in Brazil, basing the analysis of the attractiveness of the stock market on the cost of money, the interest rates. I share my perspective on macroeconomics, real interest rates, and market projections to guide your investment portfolio and dividend strategy, focusing on passive income and the long term.
00:00 - Introduction and Roadmap
01:03 - Sponsor: Minimal Club
02:40 - Global Overview: Interest Rates Worldwide and Big Tech
07:27 - Global Performance and Highlight of the EWZ (Brazil)
09:22 - Commodities: Oil, Natural Gas, and Agribusiness
11:55 - Exchange Rates: Dollar and DXY Analysis
19:22 - Brazilian Scenario: Real Interest Rates and Unemployment
20:41 - Yield Curve and Market Expectations
23:00 - Historical Analysis of Interest Rate Quadrants (DI 2029)
26:33 - Is the Stock Market Expensive or Cheap?
30:00 - History of Real Interest Rates in Brazil (2000 to 2026)
36:19 - Ibovespa Valuation: P/E and Earning Yield
38:27 - Options Strategies (Call Selling and Dollar-Linked Options)
39:36 - Market Breadth
43:45 - Foreign Investment Flow
44:35 - Technical Analysis and Seasonality of BOVA11
47:54 - Sector Performance and Biggest Drops of the Week
49:19 - Portfolio/Screener: Most Discounted Stocks
50:36 - Dividend Agenda and Economic Calendar
My name is Bruno Mazoni. I am a CNPI Analyst accredited by Apimec.
I want to clarify that all content presented in this video does not represent a recommendation to buy/sell assets. The objective of the video is to share information.
This video tells my story as a CNPI (Brazilian National Investment Trust) holder: CNPI: TUDO SOBRE A CERTIFICAÇÃO DE ANALIST...
#Investments #Stocks #Ibovespa #StockMarket #Dividends
00:00 - Introdução e Roteiro
01:03 - Patrocinador: Minimal Club
02:40 - Panorama Global: Juros no Mundo e Big Techs
07:27 - Desempenho Global e Destaque do EWZ (Brasil)
09:22 - Commodities: Petróleo, Gás Natural e Agronegócio
11:55 - Câmbio: Análise do Dólar e DXY
19:22 - Cenário Brasil: Juro Real e Desemprego
20:41 - Curva de Juros e Expectativas de Mercado
23:00 - Análise Histórica dos Quadrantes de Juros (DI 2029)
26:33 - A Bolsa está Cara ou Barata?
30:00 - Histórico do Juro Real no Brasil (2000 a 2026)
36:19 - Valuation do Ibovespa: P/L e Earning Yield
38:27 - Estratégias com Opções (Venda de Call e Dolarizadas)
39:36 - Market Breadth (Amplitude de Mercado)
43:45 - Fluxo de Investimento Estrangeiro (Gringo)
44:35 - Análise Técnica e Sazonalidade do BOVA11
47:54 - Desempenho Setorial e Maiores Quedas da Semana
49:19 - Carteira/Screener: Ações Mais Descontadas
50:36 - Agenda de Dividendos e Calendário Econômico
Meu Nome é Bruno Mazoni. Sou Analista CNPI Credenciado pela Apimec.
Compartilho que todo conteúdo apresentado neste vídeo não representa recomendação de compra/venda de ativos. O objetivo do vídeo é compartilhar informações.
Vídeo conta minha história como CNPI https://youtu.be/BL3I9RIK32E
#Investimentos #Acoes #Ibovespa #BolsaDeValores #Dividendos