Os Gringos Estão Levando Seu Lucro Embora?

Added: 2026-05-27

[00:00:01]Good evening, everyone. Let 's go, Sunday, May 24th, okay?

[00:00:16]Let's talk about trends here. We 're starting to get into the rhythm, right? I think this is already the fourth Sunday that I've done a live stream at 8.

[00:00:30]Some varied topics, but it's still not quite at my usual pace, but it'll get there soon. I hope you're enjoying it; I've been trying to bring you content that will enrich your knowledge.

[00:00:49]And that's it.

[00:00:51]Let's talk about something I've seen a lot on social media this week, which is people saying, "My God, foreigners are leaving." A lot of people messaged me saying that what was in profit is no longer so- so, that their portfolio is already shaky, and all that stuff, you know? So that's what we're going to talk about here today, in a very light and relaxed way.

[00:01:20]Good evening, Paulão. Good evening, Alan. Good evening, Marcos. [sighing] Did you see that, Marcos? This GPT chat is pretty crazy, isn't it?

[00:01:31][laughter] Let the foreigners take them.

[00:01:36]For us, who are inside the club, it's wonderful. What really collapses is that the profits come rushing in, right? But this live stream is open to the public, and there are many people who don't know how we take advantage of this, right? So there are many people who still don't have wallets, who like to leave them there bought, and that's why they're worried. It's about talking a little bit to these people about how we should view the market, and bringing some knowledge to everyone. Good evening, Ricardo. Good evening, Marcelo. Good evening, Ian. Good evening, Eliseu.

[00:02:16]Hey, good evening, Dilmar. Good evening, Bruno.

[00:02:18]Good evening, Fernando. Cool, guys.

[00:02:21]Legal. Let's go. I don't expect you to be there for more than 40 minutes, right? Because there's no point in doing really long live streams on Sundays, just because everyone wants them. There's not even Faustão anymore, right? It was Faustão's Sunday.

[00:02:35]I wouldn't compete with Faustão if he still had the chance. Never.

[00:02:40]I would definitely be watching Faustão. Good evening, Everton. Alright, guys? While everyone's arriving, let's talk about what's happening in our market here, okay? Well, for those who don't know, we have a WhatsApp group called Investor Alert, where we have a professional who monitors market news and data and posts it there, all for free.

[00:03:11]And here is the reading of the withdrawal of money from foreigners from our stock market, look. So, this happened on the 18th, but there have been two more since then. I just couldn't find them here.

[00:03:25]I think my WhatsApp deleted it, but after that there was another outflow of money and we're seeing a decrease in the position of foreign investors, right? right? So, we had a little over 65 billion in foreign currency there until last month. We're at around 45, 44 billion this week. And how does that affect things?

[00:04:04]It directly interferes with the famous poor man's Torrico, right? What is Torrico to pobre? I'm rich, I'm poor. It's when you have a position in which you are very happy, in which you are showing it off to your family, right?

[00:04:25]Look how much I'm making in stocks, look at that, you're already planning a better vacation for the family and suddenly things start to go wrong, you see the money disappearing and you don't know what to do. And the Brazilian stock market has a lot of "I'm rich, I'm poor," but a lot.

[00:04:45]And that's what I want to talk about a little bit about you to you all here today.

[00:04:48]For those who are already part of our club, we have an individual chat where I explain this, but let's talk openly. First of all, I'd like to ask those who aren't part of the club, if they want to comment here, if they're looking at their stock performance, their profits from last year, which was a very good year, right? To leave when the foreigners depart. We just saw that there's already an outflow of around 12 billion dollars (sorry, in Brazilian Reais) this month.

[00:05:28]So when we look at the Ibovespa, what do we see? We can see this correction, this small correction of 10%. So, when we look at a longer period for the Bovespa, starting in January of last year, right?

[00:05:45]Last year was all fun and games, the Ibovespa didn't correct once, it only went up, right? So we see here that it went up 35% by December.

[00:05:59]And then in January of this year it continued very strong, rising another 23%.

[00:06:07]But of those 23%, only nine are currently registered. And that's the famous "I'm rich, I'm poor" situation. When we look at the Ibovespa in this way, things become: "Ah, there's still a lot of profit to be made." But when we look, for example, at stocks that are part of many people's portfolios, right? For example, BBAS, it's back to the same price range as in June 2023. So it's the famous "I'm rich, I'm poor" situation. I'm rich, I'm poor. Veg, a stock that's part of many people's portfolios, is at the same price level as in July 2024.

[00:06:52]I'm rich, I'm poor. I'm rich, I'm poor. And so things go on, you know, the days, the weeks, the months, and people remain frustrated. Guys, I don't know if you know, but here at the channel we have a department that handles income tax for a number of investors, not just channel clients, but many who invest in the market and hire us just to take care of the tax side for them. And we're talking about income tax, right? We're in that last week of income tax season.

[00:07:32]So the staff here have been working quite hard. And it's really cool because with income tax, people can't lie about whether they're making a profit or a loss. And then there's the staff, the team, and then there's the matter of talking to everyone, obviously keeping an eye on things and all that.

[00:07:53]It's pretty much unanimous, even for those who aren't part of the channel, but those who buy and keep good companies in their portfolio, I was super happy last year, but the conversation is expensive, I'm already entering the negative zone, but like, a lot of people are like, wow, I don't know what to do. Okay, let 's go to the channel, we'll show you exactly how to buy, sell, and everything else. And that's basically what we see, for example, in BBAS3.

[00:08:26]BBAS3 is in the portfolio of more than 1,700,000 people, individuals, I'm not talking about legal entities. So this thing here, the "I'm rich, I'm poor, I'm rich, I'm poor" is happening today with more than 1,700,000 people who are using Banco do Brasil. And when we look at what we actually need to do as a market, then a huge conflict of opinions arises, which would be what?

[00:09:05]Many people believe that the long term is 30 to 40 years. Many people believe that good actions can't possibly go wrong. Many people believe everything, and it's easy to understand why.

[00:09:19]I did a series of training courses and specializations in finance and all that, getting certifications, AMBIMA, all that stuff. Education in Brazil is focused on the long- term goal, which never arrives. And 90% of social media influencers are all about the long term, for two reasons: because they've learned that's how it works, and the second reason is: I said it was long term, I didn't say when, so don't come holding me to it. So we say behind the scenes that the channel is one of the only ones that's under pressure every single day. Oh no, I won, oh no, I lost, oh no, I don't know what. When Gustavo wins, everyone is happy for him.

[00:10:11]When Gustavo gets stopped, everyone gets angry with him, saying he doesn't know what he's doing.

[00:10:16]You'd have to have a really, really thick back to withstand that kind of pressure. And almost nobody has one. Basically, when we look at what's being sold, from courses and knowledge to everything else, it's this " long-term" approach that never arrives. And the big question of all is that everything is very good, great. But what if you needed the money from BBAS and it's still in the same price range as in August 2022?

[00:10:52]You lost at least 40% of your potential fixed income on a fixed income investment you could have been making.

[00:11:01]Veg, which I love, I really like Veg, same price level as December 2020, folks.

[00:11:10]20. Veg has been stuck in the "I'm rich, I'm poor" phase for 6 years. And anyone who has a vegetarian diet on their list has only wasted their time. We had excellent profits during the upside, excellent profits during the downside, and right now we're profiting from the downside. At this point, three weeks ago, we said: "Let's sell the vegetables to buy them back cheaper." This suggests that, essentially, the long-term perspective of six years has not yet begun to have an effect on BEG investors. And why am I saying this? What does this have to do with foreigners?

[00:11:55]It has to do with the fact that when we look at this rise in the Ibovespa and we put, let me see if I can get the data here, what is the balance of foreign investors in the B3 in 2025.

[00:12:20]When we look at 2025, foreign investors put in, I'm wrong here, a positive 25 billion reais, and that caused it to rise as a whole, right? This first tranche here, this second tranche is the more than 60 billion that came in. With just 10 billion leaving, it already represents an 11% drop. So, when I 'm an investor, when I'm selecting good stocks for the long term, even if the company is wonderful, I'll be held hostage by foreign bets that, with 60 billion, folks, is nothing, it's not even a single day of Apple's trading. That's what they've already earned all year. I'll be held hostage by the possibility that tomorrow they'll decide to sell and take away my long-term investments, my family's money, because I'm attached to a good stock for the long term.

[00:13:42]Ah, let's take a look at eTube. YouTube is doing really well right now, it's gone up nicely, but it's back to the same price range as of November 2025.

[00:13:55]Oh well, that's still not enough. OK. But here, from November onwards, in a ridiculously low fixed income investment, it was already around 6%. And it could fall further. And if it falls to 34, it will return to the same price range as May 2025, that is, a year ago. And it could fall further. And if it falls until it's 28, it will return to the same price range as December 2023, after three years of depreciation.

[00:14:31]And I'm not cursing anyone who tries to use it in their portfolio, but it happens very frequently in the market. So, basically, what I want to bring to your attention is that the Ibovespa, for those of us who work with the Brazilian stock exchange, has an insignificant financial volume compared to the international market. And any trading volume of Apple, for example, can cause our stock market to explode by 15% or fall by 20%.

[00:15:17]I'm aware of this vulnerability as well, but I don't want to cause panic. Knowing about this vulnerability makes us rethink the fact that even though we have good companies, we are held hostage by foreign investors. Knowing this makes me think that my family, my future, my retirement are all being held hostage.

[00:15:46]from a simple trade by any major American institution. If JP Morgan says Brazil is approaching the high-risk elections and tells its investors not to sell their Brasília positions, we'll go back to 80,000 points. So basically, it 's a fragile market. Why am I bringing this up?

[00:16:12]Even though they're making a lot of money in this fragile market, precisely so you understand that it is fragile, but it's a powerful market for those who are opportunistic.

[00:16:29]Gustavo, are you saying that foreign investors came in and our stock market went up 30%, and now it's falling 10% because they withdrew? So we're not going to stay in this "it rains, it wets" situation. If I'm opportunistic, just like foreigners are opportunistic in our stock markets, in our stocks, we're going to do very well. So that's the point. So what's the real point in knowing that? Look, do you see that little arrow? I like to keep everything marked on the chart. So, everything, all the live streams, all the guidance we give to our clients, I like to keep a record of it. And look how interesting, on February 9th, I came here to our clients saying: "Guys, those of you who have Itaú, ITUB, protect your accounts." Do you know what protection means in practice? Okay, so let's say you have Itaú shares, bought at R$28, R$30, R$34, whatever price, and it reached R$50.

[00:17:34]You're going to put it into a tool and say: "It's at R$50, isn't it? If it falls to R$45, to R$46, I'm going to sell.

[00:17:47]But will I be getting rid of my position?" Yes, I'll be getting rid of my position.

[00:17:52]Why? Because if it falls again, I 'll be able to buy back many more shares with the same money I had a few months ago.

[00:18:05]Guys, opportunity.

[00:18:08]It's an opportunity market.

[00:18:11]Now I'll show you this signal that's marked. I did n't put it there now, okay? I can open other charts here, you'll see there's a lot of marking. In this marking here, if people have protected their positions, and I want you all to contribute to this, what is the potential for enrichment? I don't know if you have this view of me staying out of a stock like Itaú... It 's a great bank. But today, today it could continue to fall, but let's say I want to buy today. With the same money I had in January, I 'm buying 15% more shares of the one I like.

[00:19:03]I'll repeat. I had a vision in January that Itaú's stock could fall. It 's not that I was certain it could fall. If it fell, it was at 50. If it fell to 45, you know what I would do? I'll secure my profit and then calmly, patiently, I'll find the best point to buy shares again. It can be Itaú, no problem, but I'll take my profit, put that profit in my pocket. I can leave it in a CDB with daily liquidity that's giving 1% per month.

[00:19:49]Now imagine that February, March, April and May have passed, 4 months, and today I use that money to buy 15% more shares.

[00:20:05]Why do I want to emphasize this? Many people invest in the long term aiming for dividends, and that's... Okay, it's very good.

[00:20:15]Now, if you understand what these foreign investors are doing with the ups and downs of these stocks, in addition to dividends, by staying out for a few months you can have 15% more assets through simple management. Long- term investing exists, it works, and it does have the power to enrich you, but within this long term, management is necessary.

[00:20:58]I can't be naive enough to believe that Itaú is a good company and that I'll only buy Itaú. You know why? Because when my children are grown, Itaú will pay for their schooling. It can certainly pay, but I'm showing here that in 4 months, with the same money, I could have 15% more shares in the company that will pay for my son's college in 20 years.

[00:21:38]With simple planning, I'll protect it.

[00:21:43]It's falling.

[00:21:45]I still wouldn't buy Itaú, okay? To make it very clear, I would wait for it to fall further, because it has room to fall further, and then buy 15% more shares with... The same money. This game, folks, is wonderful.

[00:22:09]Many people wait for the dividend to trickle in so they can reinvest, trickle in so they can reinvest, trickle in so they can reinvest.

[00:22:15]Now imagine, in addition to the dividend trickling in and reinvesting, you're using some strategies to take advantage of the highs and lows of the stock market. With these strategies, you're using the same money and increasing your number of shares.

[00:22:37]That's the game of those who build wealth in the stock market.

[00:22:43]That's the game of those who build solid wealth through stocks. Active managers work with their stocks, they don't collect them. Ultimately, what we want is a better quality of life, much more money in our pockets, to buy what we like to buy, to travel what we like to travel, to give our children a better education, and not to collect Itaú.

[00:23:17]If Itaú gave me the possibility to protect my portfolio, as shown here, and now, four months later, I can buy 15% more, or in one or two months I can buy 20 or 30% more shares with the money I... I accomplished this by remaining calm and patient, keeping my money sitting in a CDB (Certificate of Deposit) earning 1% per month.

[00:23:44]It's also good when the market is falling and you're just watching the " rich or poor" scenario unfold, and then you take that and transfer it to 20, 25, 30% more in stocks. That's when real wealth comes, and that's what we do. It's wonderful. I can use Roberto's words here; many friends buy shares in banks like Nubank and Banco Inter. They don't know what they're doing, Roberto.

[00:24:18]The upward trend... today I had a rather sad conversation with a follower on Instagram who said, "Gustavo, I lost almost everything I have, my head is a mess, there's confusion in the family and everything else."

[00:24:35]Because he simply went along with the idea that the market was simple, that the recommendations openly given on social media were actually for his own good and all that. And things didn't turn out that way. And looking at that, we see that it's not because... It's not out of malice, greed, or some other reason, but it stems from a lack of knowledge.

[00:25:05]And that's the point.

[00:25:08]The channel was created to address a problem exactly like the one I had in a conversation with a friend 6 years ago. He said: "Gustavo, you turned the key to my life." There are many people who need this kind of attention. Create a channel. So much so that our Instagram page isn't one of the most professional in the world. We started completely randomly, without a marketing team.

[00:25:32]Now that we're putting things together, our goal is to help more people. So, those friends of yours who buy Banco Nob represent 95% of the people who invest in stocks.

[00:25:46]Why? Because he learned and saw that the vast majority, the biggest influencers on social media, do the following: Buy shares in good companies. Buy shares in good companies. Wonder. Let's buy shares in good companies. Banco Inter, as Roberto mentioned here, is a damn wonderful bank. But look what happened to Banco Inter's shares.

[00:26:13]Look what happened to Banco Inter's shares. From January 2025 to November 2025, it increased by 100%. It doubled. The guy put R$10,000 here; he had 20 here.

[00:26:32]This little arrow here, in September.

[00:26:35]See? The little arrow is right here. I didn't put it in now. I was already telling our clients to protect themselves, to be careful, because Banco Inter wasn't managing to get above R$50.

[00:26:51]When it got here, many opportunists, foreigners, large funds, whales, sharks, whatever you want to call them, took advantage and sold a ton, and the stock price fell. And then the hopeful ones bought, and they dumped the pile, and the stock fell. This is reflected in the charts and in our daily readings here. And this was already being discussed here, on September 15th.

[00:27:19]Completion was scheduled for September until February 2026; September, October, November, December, January, February – 5 months of standstill. Money sitting idle is a loss, folks. Money sitting idle is a loss, okay? There's another calculation that people don't know how to make, which is the loss of time, the loss of having your money sitting idle, okay? So basically, 5 months of money was sitting idle and then the trend turned downwards. And here's how it was, you know that... oh, that... that vision of paradise, guys? You guys are opportunistic, just like the foreigners are opportunistic in our stock market. We can sell Banco Inter, even if we don't have it in our portfolio, and we can buy it back cheaper tomorrow.

[00:28:19]And that's what we did together with our clients, we sold, and today, today the stock price dropped. There's a type of business where people sell even if they don't own the product, wait for the stock to drop, and then buy it back at a lower price. That difference translates into profit in your pocket. And that's what was done here.

[00:28:46]Imagine 26% for those who received this notification in March, April, and May—2 months, 26% profit in their pocket. If you repurchase today, you'll repurchase it 26% cheaper. And the stock collector, which our friend mentioned here, that many of his friends have, simply because they don't understand this dumping of stocks on the market, the price of his Banco Inter shares, which is a good bank, a great company, has returned to the same price level as in March 2024, 2 years and 2 months ago. Okay? So, basically, understanding these moments allows us to gain a lot of opportunities. So here, Banco Inter, ah, it's at the same price level as in March 2024. Awesome. Perfect.

[00:29:55]But in this period here in March 2025, it went up 50%.

[00:30:04]And now it's falling 27%, 26%.

[00:30:08]The sum of this profit plus this potential profit here is much more than if I simply bought Banco Inter and left it stored away, okay? So that 's the point.

[00:30:22]Gustavo, didn't you understand? People buy stocks on this bank's platform, believing that the stocks belong to them.

[00:30:28]It would be a bank, not yours. It would belong to the bank, not to you. We need to find out. OK I understand. Yes, that's quite complex. The problem is then much bigger. But your message, even though I didn't understand it, your message made me explain this: it 's a huge bank, a huge company, it brought in good, wonderful profits, it went up a lot, it went up, but it's all falling back down. This shows how fragile our bag is. Gustavo, what a load of rubbish, man. Leave it there, it'll come back up soon. Hey, relax, man. Just calculate the average price and buy. Folks, money for averaging down isn't infinite.

[00:31:20]Everyone is eventually won over by the average price at one point or another. I bought the stock at 42, it dropped to 40, I'll buy more. It dropped to 30, buy more. It dropped to 25, I'll buy more. There will come a point when your emotions can't take it anymore, and your wallet won't be able to keep going. Because if you work and earn money your whole life just to buy bad stocks that are falling, you live your life. Either you take that money and make it grow so you can live your life. So this is a wonderful example. So when we look around and see tons of them, if you follow other investment network profiles and all that, I don't follow any anymore, but people take screenshots and send them to me.

[00:32:06]Well, it 's a horror show. Investments are scarce, foreign investors are leaving. Oh my God, the stock market crashed. Oh, I don't know where this is all going to end. Oh, the government, oh, I don't know what. No, no, no, it's not a stock market where foreigners have a very large, very large influence. And their entry and exit, even from good companies' stocks, causes it to fall, as we are seeing here, 26% in 2 months, 30% in 2 months. So that's the question.

[00:32:47]So, we need to understand that being an investor is n't just about buying shares in good companies.

[00:32:56]Being an investor means making our money work for us while optimizing our time.

[00:33:05]If I simply sit on this false belief that it will go up soon, and I 'm not buying this stock for now, only for 10 years from now, that's fine, but you're going back 2 years from those 10 years you're in. You're not working with time to your advantage and you're at the mercy of the "I'm rich, I'm poor" mentality. So yes, foreigners are taking them. It's not because the country is in a bad state, it's not out of fear, it's not because of any of that. That's because they've made a lot of money in recent years, from 2025 until now. And they are realizing their profits. But since our stock market is small, a profit-taking move causes stocks to plummet like that. And so, you, who don't have the same financial capacity as these large funds, end up watching your financial future get postponed, and postponed, and postponed, and postponed again and again. I know it might sound pessimistic, but I hear it every day here on the channel. That's why I 'm explaining my point of view to you, which is also far from being the absolute truth, but it's the way I have to avoid being held hostage by the coming and going of foreigners, problems with one company or another, or even problems with the government, whatever they may be. and protect what you gave me. So, when we have a profit from Banco Inter here that gave me 20%, and then I didn't do anything else after that 20%, and now I've earned another 20%, I think it was 25%, 20%, but let's say another 20% on this drop. In one year, Banco Inter gave me 40% profit in my pocket.

[00:35:12]And whoever doesn't understand that the market is about opportunity and is simply buying is stuck in March, regressing, going back in time to March 2024, and then things won't move forward, the investor won't evolve, and they'll say: "Damn, March 2024, if I were in fixed income, I'd have 30% more in my pocket." Yes, for sure. But here we had 40% in just a few things. Apart from all that time, we went into other operations. So, things need to be active. Look how great oil is.

[00:35:59]Oil, folks, had a surge here that exploded by 50% because of the war, okay? Fact. Fact. If you look at oil before the war, it 's an endless fall. It fell 50% endlessly. Then the war came, look what happened. It went up 60%.

[00:36:25]But from that 60% increase, it's already falling and is at 38%. And when you look at... Petrobras, Petrobras is a good company, I'm going to buy Petrobras because it will pay for my children's college in the long term, because that's what I heard, because of all the things, it had the same 60% increase that oil did and now it's falling.

[00:36:56]It has the possibility of returning to R$ 38, R$40 if the oil euphoria calms down. So what I'm trying to say with Petrobras is, if you're an investor and you're making a big profit and oil, I don't know, this euphoria could end and it could fall again, or the foreigners could sell Petrobras and it could fall again, we can't just watch money go back into the market.

[00:37:29]We have to take care of our family's future. And what do we do?

[00:37:35]We protect it, man. Do you know what protecting is? It's nothing more than setting an alarm and being warned. Let's say I want to, look, it was at R$50 and it's falling. Ah, I want to protect it.

[00:37:49]There are logics, okay? Where to set the alarm? That's what we explain to our clients every day here.

[00:37:57]And if it reaches 43.50, my alarm will go off and I'll sell my shares. That's protection. Oh, Gustavo, but I love Petrobras. No, don't do that. Petrobras is wonderful. We have the Amazon River basin. There will be oil for the whole planet. Okay, but while it's falling, as much as you love Petrobras, leave that little bit of money, a fixed income of 1% per month, so you can buy back much more Petrobras when it reaches 38, 37, 36, 5, 28, who knows. In January it was at 30, look. In November of last year it was at 28. Why ca n't it go back to 28? And since you love Petrobras, imagine protecting your profit and buying back at 28. With the same money from today, in a few months, you can buy... 35% more shares of the company you like.

[00:39:07]That's the wealth multiplier power. It's about understanding that it's a long-term strategy, that you'll buy and sell, but making adjustments from time to time is what will allow you, within this profession, to grow your assets exponentially, more and more, okay?

[00:39:38]So that's the point I wanted to bring to you. Okay, the Ibovespa, we even predicted this on April 13th, just like we did on February 23rd. Here we predicted it and it didn't happen. After we say it, there's a space for it to happen, a confirmation. Here the confirmation didn't come, here it did, and here it did. So, the last prediction here was on April 13th, and those who protected themselves today can buy 10% more shares in the Ibovespa index with the same money they had 5 weeks ago.

[00:40:34]This is the game, folks. This is what makes things happen. This is what makes them explode. This is what makes them work. Oh, Gustavo, you left a little arrow there. Do you think the Bovespa is going to go up?

[00:40:46]I think it has a chance of going up in the next few weeks, yes. Okay. I think this correction has already reached its healthy limit and is showing interest from buyers. And when we look at the American market, which has already opened, at this very moment, I think tomorrow is a holiday there, right?

[00:41:12]But even so, their futures are trading. It's showing the American market rising more than 1%.

[00:41:22]While oil is falling more than 5%.

[00:41:26]So this makes me think that we will have an Ibovespa with the possibility of rising in the coming weeks. But I may not hit the exact point. No problem.

[00:41:39]If I protect against the fall, I have 10% more purchasing power today than I had 5 weeks ago.

[00:41:55]Imagine gaining 10% of purchasing power in 5 weeks. That's what this... This little arrow and this graph are showing you the value of this here, which represents 10% more purchasing power for the stocks you like.

[00:42:17]You can look at your list of stocks you like and see that some are falling, like we looked at Itaú. And you can leave that money waiting for a better moment for Itaú, which isn't now. But Banco do Brasil is doing well. So, it might be. So, the analysis, the market is alive, it's alive and pulsating, it 's very strong. That's why we need to do analysis every day, understand the financial flow. One thing I like to tell our internal clients here is that Vale is a great company, Veg is a great company, Banco do Brasil is a great company, Itaú is a great company, but for foreigners, it's just a chessboard. They look at the world map.

[00:43:14]Let's go, I'll buy a little bit here, a little bit there. With the same click of the mouse, they... He buys from Brazil, China, Australia, wherever he wants, just like we can do.

[00:43:25]And right now he's looking at the upcoming SpaceX IPO.

[00:43:33]He's seeing the upcoming Antropofic IPO, right, from Cloud. He's seeing the upcoming IPO of Open's GPT chat, and even though he loves our great companies, nothing prevents him from selling a Vale and buying a GPT chat, because it's also a good company. So, just because it's a good company doesn't mean he'll die married to that good company. He 'll take money from a good company and put it into another that can give him more money. He can put it into another that will grow more, or he can put it into an ETF that's investing in humanoids. Man, humanoid ETFs are, well, exploding in value.

[00:44:19]Companies that are making robots are exploding in value in China and the United States. And with one click, wow, I don't think I'll buy Marcop Pomo anymore. Pomo is another stock that's part of many people's portfolios. Look, Pomo, you "You believe we have a consultancy here called 'private,' right? It's for people with higher capital, and we're closer to them. I don't know if you believe what I'm about to say, but I had a private client who canceled the service, you see? This little arrow here. I told him, 'Man, sell your POMOs.' The arrow's right here, look. I didn't just put it there. You saw it, it was already there. ' Sell your POMOs.' 'No, I won't, because Marco Polo was, in the long term, the stock that made me the most money.' It really did make money because it's been a while since he'd sold it. 'Okay, friend, but we can't buy it back cheaper, no way.' 'I'm not selling under any circumstances,' and so on and so forth. He didn't sell, he got angry and canceled our consultancy. 'I don't want to hear from you anymore, Gustavo.' And I think about him almost every time I look at POMO. Because if he had listened and not let his ego get in the way, because it's not that I..." I was right, it's just that Pomo's cash flow was selling. We can interpret that, it's a reading, look at where it's going, but nothing more than that, no merit, it's just an interpretation of the cash flow.

[00:45:55]And this guy imagines he loves Pomo, after a few months, today he could be buying 35% more, 35% more shares today in 6 months.

[00:46:22]Basically, it's valuable, and the position he had in Pomo wasn't small. He preferred to stop listening to me talk and sell Pomo.

[00:46:44]I know how much he has there with 35% less money. And in this situation, he's back to the same price level. He's regressed his financial evolution to January 2024, 2 years and 5 months, because Pomo is a good company, and it really is a good company, we're not talking about that, but for some reason investors, mainly foreign ones, sold Pomo and caused the shares to fall. We 're going to fight this, there's no way around it.

[00:47:30]We have to dance. According to the music.

[00:47:34]We have to surf where the tide is taking us.

[00:47:39]If I try to row against the tide, if the music is, I don't know, a frevo and I 'm dancing forró, it won't work.

[00:47:50]It's the same thing with stocks. So, folks, what I wanted to convey to you in this lesson is that there's actually a very large sell-off by foreigners in our stock market. Not because our stock market is bad, but because they are realizing profits, large profits they've made. And this is causing people who are attached to stocks to see their profits disappear. And when you put it on a timeline, that retirement projection is going backwards, that projection for your child's college education is falling, that projection of a better life is ceasing to exist.

[00:48:38]And if you don't make a decision, even if you're investing for the long term and you like stocks, even if you do n't have that attachment, it doesn't make sense to invest in the market. To finish here, I want to give two examples. And I provide these types of trend consulting services to some people. Funds, family offices, things that have a very heavy financial volume abroad.

[00:49:13]One of them is a very large pension fund, and it was a huge fight. You see this little arrow here, folks? This arrow isn't here by chance, okay? As I told you, there wasn't even time to put it there. It was a huge fight because this pension fund they have is for the retirement of a bunch of university professors from the United States and so on. And the guys were very, the manager was very attached to Tesla, very attached to Tesla.

[00:49:46]And they pay me relatively well to hear my opinion on trends.

[00:49:52]I said: "Friend, let's put some protection on those Teslas of yours?"

[00:49:57]No way. "Don't touch my Teslas." I said, "Hey, hold on a minute." No, I like Elomk too, man. "Stay calm, it'll be alright." But this signaling, the readings we're doing, many investors think Tesla is expensive at 450.

[00:50:22]Let's put in some protection, because if it falls to 410, 420, 400, we sell these Teslas, leave that money in fixed income and buy them back later.

[00:50:34]Never, G. It was madness, a huge mess.

[00:50:41]Okay. So I said, "Man, I don't know why you're paying me." But then they gave in. And look, Tesla fell 46% in 15 weeks.

[00:50:59]In this one, I think it was this week here, on May 5th. That's right, on May 5th. I said: "Guys, you like Tesla, right?" Do you like it? That's exactly it. 30%.

[00:51:12]Remember that money from 15 weeks ago?

[00:51:17]Because you protected him during these past 15 weeks, you can give the elderly teachers who come forward and live off this pension fund 30% more shares.

[00:51:38]That was pure madness, wasn't it? Because the same size of hand that is large bought 30% more shares. And I didn't want them to buy, but they didn't, we have to replace Tesla because, look, it's at the same price level as December 2024, but because it did a 15-week management and went from break-even, from a 74-week loss at 0-0 to a 43% profit from that point until today, when I 'm doing this live stream, a 43% increase in financial return on top of a 30% increase in the stock price.

[00:52:36]Those old ladies who were there in their retirement, I believe they must be spending their vacations in the Caribbean, because that's a lot, it's 30% more in stock that went up 40%.

[00:52:49]of a gigantic hand.

[00:52:54]If I hadn't used protection, I would be exactly at 0 to 0 at 74 weeks today.

[00:53:06]And to end our conversation here, Microsoft, as those who know me know, I love Microsoft. I have Microsoft for $70 here, look.

[00:53:20]I had it from here, right? I 'm no longer there, but I started when I went to the United States; I began by buying Microsoft.

[00:53:30]The first time I sold Microsoft was back in 2021.

[00:53:36]And then I bought back exactly this [product/service] here. 25% more shares with the same money I had protected here.

[00:53:45]So, I loved Microsoft. Now imagine loving Microsoft, yet staying away from it for a few months, and then using the same money to buy 25% more shares.

[00:53:58]So what happened?

[00:54:01]The stock price went up again. It rose 80% out of 125% in shares. Because I had 100%, I sold, bought another 25, and I had a quarter more shares in my portfolio simply because I had been out of the market for a little while. And right now I'm out of Microsoft again, but I've been out since then, since the beginning of last year.

[00:54:28]Here I sold Microsoft.

[00:54:30]It dropped 10%, and I said, "Damn, I missed the timing. It went up 36%, but now it's back to 0-0, 63 weeks later, 0-0. In other words, my money is earning in other stocks, but Microsoft, the biggest company on the planet, if they decide to shut down the power, we won't have live streaming anymore, the plane won't fly anymore, the world depends on them.

[00:54:59]But even [clearing throat], Microsoft has fallen 30% from October until now.

[00:55:07]Imagine having this knowledge and in your portfolio I increased 15% of that one, 20% of that one, left my money parked, another 30% of that other one.

[00:55:20]That's the power of following, monitoring the market, monitoring the financial flow, not being held hostage by the inflow and outflow of foreign money from our stock exchange.

[00:55:38]Simply, folks, by dancing to the music.

[00:55:44]So, if you're one of those people watching and who sent me a series of messages in the last few weeks, this live stream was for you, because this is a compilation of everything I... I spoke in direct messages with people who were worried that foreign investors were leaving and their profits were disappearing. What's the solution?

[00:56:09]Sell along with the foreign investors without attachment, and then after a few weeks, buy back 10, 15, 20, 30% more shares of that same stock you like, or sometimes you haven't bought yet because it's not the right time, as we saw with Itaú recently.

[00:56:29]Portfolio restructuring, buying and selling at opportune moments is a long-term strategy. That's how we make capital grow, grow, and multiply. You ca n't be passive in the market. You can't fail to understand that staying idle for two or three years at break-even is a loss. It's a loss. The function of an investor is to make their money grow over time. If I can make it grow 15%, great. If I can make it grow 20% in the same time, wow, it was worth it. If I can make it grow 30% in the same period, I'll have double, triple, A quadruple potential for wealth growth over time. And for that, I can't cling to the stock, because the stock is good, the company is good, but we are held hostage by the coming and going of foreign investors. And my future, my son's future, my wife's future cannot be held hostage by that.

[00:57:42]That's the message I wanted to convey to you in this live stream. I said I would talk for 40 minutes, I talked for 57. Once again, everyone, I truly hope this content made sense to you, okay? I'm here, I left my son in the living room to spend this hour with you, because we truly have a purpose, we have a focus, we want to see people evolve financially, okay?

[00:58:20]So I sincerely hope you have grasped some teaching in this hour. May God be with you all, everyone. Until next Sunday. I don't know what the theme will be next Sunday, it will probably be the subject that reaches me the most, and if there is one. There are opportunities to share with you all. So, next Sunday at 8 am we'll be back again. It's a great pleasure to have you here with me. Give it a like, okay? A thumbs up, things like that help me. And that's it. I hope you enjoyed it. May God be with you all. Hugs. Have a great night.