Fernando Pertini(@DecodeMarkets):1/7 DecodeMarkets | Morning Notes October 5th, 2026 Brazil 🇧🇷 just gave the bears a nasty homework assignment: explain why Friday discount still makes sense. Flávio leads. PL gained ground in Congress. October 25 still decides the presidency. Money, inconveniently for anyone waiting for complete certainty, has no obligation to wait $EWZ is the front door Inside: banks, oil + steelmaker with net cash. If political change brings cheaper capital, this could become much bigger than an election bounce. Let’s find where improving expectations could turn into actual profits.

Fernando Pertini

@DecodeMarkets

Global macro investor. 30+ years across cycles. PM at DecodeMarkets AMC. I love finding great companies. Even more when the shorts are trapped

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Fernando Pertini@DecodeMarkets

2026.10.05 11:00

1/7 DecodeMarkets | Morning Notes October 5th, 2026 Brazil 🇧🇷 just gave the bears a nasty homework assignment: explain why Friday discount still makes sense. Flávio leads. PL gained ground in Congress. October 25 still decides the presidency. Money, inconveniently for anyone waiting for complete certainty, has no obligation to wait $EWZ is the front door Inside: banks, oil + steelmaker with net cash. If political change brings cheaper capital, this could become much bigger than an election bounce. Let’s find where improving expectations could turn into actual profits.

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