A Oportunidade que Ninguém Viu: Marcação a Mercado e a Virada da Bolsa

Are you ready for the game-changing shift in your portfolio this year? Discover how to take advantage of mark-to-market trading and why the current scenario points to unique opportunities in value Small Caps. Watch now to understand the macro issues that will dominate the market next week! Become a Club Member    / @clubedosdividendos   00:00 – Welcome and Today's Topics: Mark-to-Market and Macro 04:46 – SpaceX IPO and Elon Musk: The First Trillionaire 06:08 – Oil Analysis: Noise vs. Demand Signals 08:21 – Expectations for Super Wednesday and the New Fed 12:05 – Profitability Comparison: Brazil vs. World in 2026 15:31 – Investment Strategy: Why Look to the Past? 19:03 – Free Cash Flow Projection in the S&P 500 22:15 – S&P 500: Market Cap vs. Equal Weight (Which is Better?) 24:51 – Investor Leverage in the US and Top Risks 30:00 – Gold: Why Did It Lose Its Leading Role in the Short Term? 37:16 – Practical Guide: How Mark-to-Market Valuation Works 41:38 – Technical Analysis of IRFM11 and the 2029 Yield Curve 47:38 – Inflation in Brazil (IPCA) and the Central Bank's View 52:12 – Ibovespa Valuation: Opportunity or Trap? 54:05 – Small Cap Value Stocks: My Favorites for June 56:23 – Stock List: Distance from the Average and Discounts 58:08 – "BEST" Filter and Dividend Strategies 59:40 – Foreign Flow in B3: Where Are the Foreigners? 01:04:46 – Dollar Chart and Projections for the Week 01:05:43 – Dividend and BDR Calendar (Cut-off Dates) 01:06:50 – Final Summary: The Winning Theses for the Month #investments #dividends #ibovespa Partners of the Dividend Club 👇 Brokerage Firm ZERO Brokerage on EVERYTHING + Course With Me, Come to TORO https://mkt.toroinvestimentos.com.br/... Stock, ETF and REIT Platforms InvestingPro | use coupon: clube https://www.investing-referral.com/cl... InvestingPro Complete Tutorial    • InvestingPRO Tutorial 2025 [CUPOM COM DESC...   Fund Portfolio https://carteirafundos.com/ | Coupon: CLUBE50 Stock Market Scanner Pro https://www.scannerpro.com.br/clube-d... Tradingview Brazil https://br.tradingview.com/?aff_id=11... Specialized Options Platform | Coupon: CLUBEDOSDIVIDENDOS Jumba https://jumba.com.br/produtos?coupon=... Certifying School and Postgraduate Program in Capital Markets Pro Edu https://proeducacional.com?bg_ref=3ED... Coupon: MAZONI Video tells my story as a CNPI (Certified Investment Professional)    • CNPI: TUDO SOBRE A CERTIFICAÇÃO DE ANALIST...   Variable Income Accounting - Brazil and International Official Accountant of the Channel, talk to Igor http://bit.ly/WhatsApp-Igor_Contador Weekly Macroeconomic Newsletter (free registration) https://www.scannerpro.com.br/newslet... My name is Bruno Mazzoni. I am a CNPI Analyst accredited by Apimec. Please note that all content presented in this video does not constitute a recommendation to buy or sell assets. The purpose of the video is to share information. Telegram of the Dividend Club: https://t.me/ClubedosDividendos