Aline Cardoso @alisc
As opiniões aqui sao pessoais e nao recomendacoes de investimento. https://t.co/wjVkKLSmzP São Paulo, Brasil Joined March 2009-
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@carolaf810 Uma das minhas idolas. Badass!
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Gráfico do dia: correlação entre o MSCI Brazil e a US TSY no all time high dos últimos 20 anos!
Nosso indicador proprietário de sentimento indica que a indústria de MM local aumentou um pouco exposição a bolsa em Janeiro. No entanto, ainda estão com o posicionamento super leve.
Essa semana estrarei em NDR nos Estados Unidos. Abs e boa semana!
Estrangeiros estão ficando menos macro e mais micro, o que pode ser um sinal que entramos na próxima fase do ciclo, na visão deles. Notei que eles estavam OW em nomes de qualidade, como MELI, CCR, Localiza e Weg. Como está sua visão pra esses nomes?
Semana passada estive na Europa em NDR e conversei com 25 clientes em Londres, Milão e Paris. Fiquei positivamente surpresa ao ver que eles ainda tinham espaço pra aumentar a alocação em Brasil.
3- Preview 4Q23 earnings season US: neste tri Receitas devem subir 3%, earnings 1.3% e deve marcar o bottom de crescimento de EPS do ano. *E voce ja comecou a fazer a rotação para ciclicos domésticos ou ainda acha cedo?* Boa semana!
2- Em conversas com investidores percebemos uma propensao para rotacionar o portfolio de utilities e bancos para consumo/varejo/ciclicos domésticos
Na edição desta semana do Equity Strategy Insights: 1- Nosso proprietary Santander Sentiment Index indica que a industria local de MM reduziu risco em bolsa ao longo de dezembro + Word count das cartas das gestoras
@ClaudioDeLucca @InvestSmartXP @xpinvestimentos @uorrembife @navarro @chrinvestor @crisinveste @Vivian_Amorim7 @luizfalvesjr @mab_sp125 @topBovespa @Pernelle3 @aguiar_didi @fernandoulrich @alexcabral71 @DuquesaDetax @AlfredoMenezes6 @flavmachado @Economesteter @pralex10 @andremassaro Feliz Natal, pessoal!
Nossa visao para a bolsa e top picks para 2024. Nossa principal tese são as compounders. Essas empresas surfam teses seculares mas tem valuations cíclicos e achamos q vamos entrar num ciclo de expansão destes múltiplos. braziljournal.com/play/top-picks…
Aline Cardoso retweeted
Per Bloomberg: “Wall Street’s “fear gauge” — the VIX — dropped to 12.46, the lowest since January 2020.” #economy #econtwitter @economics @markets #markets
Muito honrada com o convite do @THIAGOSALOMAO e @renatosantiago e por dividir a bancada com uma fera como o André Lion! Espero que curtam o episódio 😊 youtu.be/YkyWh_5Ocvs?si…
Pessoal, criaram uma conta falsa com meu nome. Se puderem denunciar, agradeço muito! @alisc_
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