Eu ADORO o ótimimo desse cara.
A lot of people are quitting on Brazil this week, and I am not one of them.
On Monday, October 26th, the day after the election, Brazil's stock market fell 13.88% in a single day.
It was the market's worst day in more than six years, and trading had to stop for 30 minutes.
That same day, Brazil was still the biggest soybean seller on Earth, after shipping a record 108 million tonnes in 2025.
Brazil grows and sells more coffee than any country on Earth.
No country makes or sells more sugar than Brazil.
Brazil grows the most sugarcane on Earth and makes the world's second-largest supply of ethanol fuel.
Brazil makes about three of every four glasses of orange juice traded around the world.
In 2025, Brazil became the world's biggest beef producer and seller, passing the United States in production for the first time on record.
Brazil also ships more chicken than any other country.
Brazil is the world's top cotton seller, with a record 3.4 million tonnes shipped in the 2025/26 season.
Brazil has been the world's top tobacco leaf seller every year since 1993.
Suzano, a Brazilian company, is the world's biggest maker of pulp, the stuff inside paper, tissues and boxes.
Brazil makes about 93% of the world's niobium, a metal that makes steel stronger.
Brazil is the world's second-largest iron ore miner, behind only Australia.
Brazil holds the second-largest reserves of both rare earths and graphite, behind only China.
Brazil also ranks in the top three for reserves of nickel, manganese and tin.
Brazil has more fresh water than any country on Earth, about one-eighth of the world's supply.
Brazil makes about 87% of its electricity from renewable sources like water, wind and sun, more than double the world average.
Brazil is home to more kinds of plants and animals than any other country.
Brazil holds about 15% of the world's power to pull carbon out of the air with forests and nature, a share only Indonesia matches.
One study says Brazil's carbon credits could be worth up to $120 billion by 2030.
The farms, the mines and the ports are all still there, and the only thing that went down was the price.
When the price drops and the assets stay the same, the bet gets bigger.
That is why I still call Brazil the greatest asymmetric bet on Earth, a bet where the upside is far larger than the downside.
One of my mentors taught me to never bend, fold or break.
Another mentor taught me that the only way to lose is to quit.
I am not quitting on Brazil, and I believe in it as strongly today as I did last week.