Rio de Janeiro Reports

[Junior11]

Any explanation? I think looks wise they are just a little better than the girls in privês. Though, that is subjective.

I don't get it.

[WyattEarp]

I agree this is a good report from Senor PM.

While I respect Senor Xpartan's insights, I do think dedollarization is a important topic, especially under Lula's Brazil.

https://youtu.be/uzp4u9KMeZQ

Take for example, the above.

So what is Lula going to do? What can he really do?

His little dance with Xi makes sense if you realize China helped his Presidential tenure a great deal by buying a lot of Brazilian commodities. There's two issues with today's environment. I don't think there is going to be another commodities boom like the 2000's. China has a decelerating economy that won't require as many commodities. They are certainly not going to stockpile them.

[The Cane]

I would remind all that we have an entirely separate thread dedicated to discussing money matters called "Real v. Dollar and other currency issues". Let's remember to post in the correct spaces depending what the subject matter is, especially if the message is a "deep dive".

[Pahllus Maximus]

Xpartan has good points, but sooner rather than later China and others will form a monetary union or at least a trading currency. They have many problems, but there are overland pipes lines down to China from Russian and from Iran to Western China. And they are terrified of the dollar and West after the Russian thing. If you add unfunded State and private pensions into the USA, kited MUNI's and so on, it's not looking great. As to a store of wealth (excellent point, and reminder to everyone that upon death your convertibility is worthless, so use it now rather than in posterity), that is indeed getting hard. Paper certificate of precious metals is iffy, bonds are being raped by inflation plus who knows anything for sure with all the contagion, swaps, and accounts being marked to fantasy rather than market. Financial accounts being "restated" (ie fraud) is common. Land you say? The Detroit and Gary (Indiana) describe many major cities that rest on many fragile assumptions. It's a messy place. I'd bet on hydrocarbons (the physics of Wh / Kg is a b1tch), food and some critical logistics like firms. Even pharma is likely to undergo radical changes as genetics gets serious. I know that the obesity / diabetes drug companies invest in junk food, cynical, but get both sides of the trade! Precious metal miners and large oil are durable, and the Gen Z need to get realistic about that and the need for nuclear. Physics trumps virtue signalling bullshit. Of course if somebody creates a radical order of magnitude battery of cheap, plentiful materials like Graphene, X, kryptonite (as in Superman fantasy) then things radically change.

Finding durable wealth is really hard work. I've had a bit of luck in BR, but only because the Real is smashed and there are inherently valuable nice bits of real estate with inelastic demand that applies in many places if you can afford to get in. What happens when AI / outsourcing / offshoring etc creates a sea of poverty and people that are of no use for tax (they don't earn anything), are not needed for the military and structurally surplus? Or the baby boomers all hitting the exits with overpriced real estate and the 40 year Ponzi scheme starts to unravel and bank balance sheets are shown to be the fraud they often are?

Sure, BR has the same money stratification, but it's not tainted with the puritanical blame, shame and guilt of USA or UK. The well off folks (and some old money) I know here in BR are far more humble than USA, they remind me of Europe where wealth is discreet and does not imply being some superior being like the USA. Their kids went to Ivy leagues, but did not want to stay in the US. Too stultifying, a bunch of preening peacocks was how they described it. The people here are generally nice and spontaneous. People are allowed to be human beings. And you don't get weekly shootings or anywhere near the degree of ubiquitous homelessness and the rust belt. It's way better than the crushing poverty of India and places like Mexico City and some fucked up places in South America and Africa, or for that matter a lot of Eastern Europe that is a wasteland of ignorance, graft, pollution, de-population and lack of hope. I've traveled widely and think this place is a real economy and real country (unlike Argentina that is a failed state) that can feed itself and has manufacturing of pharma and other essentials, even a jet aircraft company and huge oil producer.

I'm very cautious with dollars. What is more important is companies that make something inherently valuable and can price it in whatever AND have pricing power.

Vagabundo, you greedy man. 3 big titted Amazonians is 9 holes and being licked and kissed in every way, a sensual overload. How do you last? Are you superman? Now THAT is a good investment of money, that let me again remind everyone has finite convertibility between now and death and chasing wonderful experiences and joy is an art form our Christian work ethic brainwashing robbed many people of.

[Wayne Roberts]

This is an important topic because most of us take advantage of the exchange rate advantages our currencies provide. I think preparation long term for a decline in the USD and likely all western currencies would be prudent. Ill explain my reasoning.

The US is done as the dominant superpower, this administration was the final nail in the coffin and the clock is running down now. The USD was held up as the reserve for no reason other than the trust the rest of the world had in it, but that trust has been shot and what we are seeing now is open rebellion against it. The Yuan will not replace the USD, that is not the intention. The plan is for a basket of currencies backed by various commodities so that no country is elevated into the same position the US is currently in. On top of that is the financial system where trade can be conducted free from US interference is being rapidly built, and its been in development for over a decade now. Its how Russia has managed to deal with the sanctions as well as they have, and its what has given everyone else confidence that now is the time to launch.

The sanctions imposed on Russia showed the world that the US has weaponized the dollar to such an extent that its now untenable. Not only did they try and shut Russia out completely over a border dispute on a continent they are not even on, they confiscated Russian foreign reserves. What is the point of holding dollars or US treasuries if the US Gov can just confiscate them at the drop of a hat? They are already worthless, especially for China who sees the endless anti Chinese rhetoric over Taiwan and should expect the same approach from the US that was used with Russia if conflict breaks out.

Think about this logically from the rest of the worlds perspective. The US prints money and runs up a huge deficit to build and maintain the biggest military machine on the planet, while it pumps money into social programs to keep its citizens under control. It exports its inflation on top of it. To make matters worse, the US then interferes with every nation on the planet, and you will be sanctioned into oblivion regardless of what your people vote for or want. You either get in line with their world order and their cultural programing, or you starve through economic isolation. Sometimes they move beyond that, to the point where they bomb countries and invade under the slightest pretense. Look at the state of the middle east after the last 30 years? Serbia? Afghanistan? Latin America can't sneeze without US diplomats and agents buzzing about.

China and Russia have been doing the opposite. Peace between the Saudis and Iran? China. Peace between the Saudis and Syria? Russia. Peace between Syria and Turkey? Russia. An end to the war in Yemen? China. Meanwhile, the US is refusing to work for a peaceful end to the war in Ukraine, and they have turned it into a massive proxy war at the expense of Ukrainian lives just to try and weaken Russia. The world sees this, knows this, understands what's happening and they are sick of it. Its not Russia that is isolated here, or China. Its the US who is becoming isolated by this, the only people paying attention right now are the anglo countries and their vassal states in the EU. We are at the stage where the US is bombing German infrastructure, and the Germans won't even talk about it. What an ally you have in America these days. Its not the America of old anymore, this is a different beast and a different people.

Lastly everyone tries to find comfort in GDP figures and they think these developing countries pose no threat. GDP is a loaded number, GDP with purchasing power parity included paints the true picture. When that is taken into account? China is already the biggest, most productive economy in the world. India is third, they are bigger than Japan already. Russia is 6th, right behind Germany. Brazil is 10, with Indonesia already in the top 10 and likely to join BRICS with Iran and the Saudis. Purchasing power is all that matters, because that tells you who can produce the most goods when its needed most.

The US is in decline, and the dollar will not be the reserve currency within 10 years. America is going to get rocked when they happens, because the extent of the money printing will be felt by the poor and the middle class the most. That does not mean that there will be a sole superpower to replace the US, its going nowhere anytime soon, but its going to be a multipolar world again and the days of America doing what they do without consequences is rapidly coming to an end.

[TjBrazil]

China can't be the worlds reserve currency since the government won't let it trade in the open market. They would have to allow it to trade freely for it to have a chance. The dollar is dead man walking. 31 trillion in debt and 2 trillion annual deficits as far as the eye can see. We are doomed. Gold will be the worlds reserve currency again. I just can't say what year it wil happen. The bond market will collapse and interest rates will soar once the world realizes we can't pay the interest on the debt anymore without printing it.

[RakSopheni]

Interestingly, there are some Russian supporters on the Ukraine threads proclaiming the end of the Dollar. The thing about Dollar hegemony is that it's not derived from what many people think. When politicians like Lula, Xi and Putin are talking about ending Dollar dominance in trade, they are blowing smoke either from ignorance or to manipulate.

"The idea of Argentina and Brazil creating a common currency is like two drunks in a ditch huddling together for warmth"- Larry Summers.

[Vagabundo1]

I agree this is a good report from Senor PM.

While I respect Senor Xpartan's insights, I do think dedollarization is a important topic, especially under Lula's Brazil.

https://youtu.be/uzp4u9KMeZQ

Take for example, the above.

This was a fantastic post, thank you.

[WyattEarp]

I enjoy your posts about life in Brazil, but I'm honestly sick and tired of this "de-dollarization" BS. If I hadn't heard the same nonsense for the last 30 years, I might've been inclined to take it more seriously, but Russia, Brazil, India? Seriously? Russia's economy is in a toilet, waiting for a flush. India's economy is 1/7th of ours, Brazil's is 1/10th, South Africa's is not even in the picture. China is a serious contender, but yuan (like all BRIC's currencies except SA) is not convertible, plus yuan's share is meager 7% of world transactions. More importantly, none of our allies is rushing out of the dollar world, and there is no indication that it's going to change. Dollar is safe and will be for a long time.

Interestingly, there are some Russian supporters on the Ukraine threads proclaiming the end of the Dollar. The thing about Dollar hegemony is that it's not derived from what many people think. When politicians like Lula, Xi and Putin are talking about ending Dollar dominance in trade, they are blowing smoke either from ignorance or to manipulate.

You hit upon an important point. The Yuan is not fully convertible. Capital controls make it a no-go.

Where most people get it wrong is that they think the medium of trade is important. The store of value is far more important. The Saudis can say pay me in Bitcoin for our oil. (Let's just assume there is enough bitcoin liquidity.) Let's go further and say the Saudis just hold Bitcoin on account (unrealistic). Someone who sold the Bitcoin now has Dollars, Pounds or Euros or whatever. They need to spend it or invest it. Much of that money winds up in the United States and a lot of it will wind up in United States treasuries. Why? Because the United States (and Britain) are the most liquid and safe markets in the world.

However, that's not the end of it. For arcane economic reasons, the Chinese don't want you to buy Chinese govt. Bonds (and neither do the Germans really want foreigners buying their govt. Bonds). They will sell you appliances and other goods. They don't want you to store your money there unless it's tied up for a good, long time subject to a host of rules and regulations. The Chinese have too much liquid cash then they know what to do with.

In reality, the Saudis can't consume enough with all those Dollars. Instead, they buy United States (and British) treasuries, real estate, professional golfers and aging soccer players. Perhaps you will see some token gestures of Saudi investment in China. But seriously, why do the Chinese want or need Saudi investment?

[WyattEarp]

Been commuting to sex prison (USA) and have a reasonable idea of comparison. The first is that many folks have become used to banging their heads on the wall, and it's only when we stop we realize how much it hurts and how unproductive it is. A little below on this board was the comment of living without fear of judgment, which in USA means how rich you are and various status symbols that operates much like a jailers key ring, but most it means exclusion. Layered on top of that are race and other idiotic moral "issues" to keep the population divided of rubbish rather than voting for medium to long term goals of economic and happiness security. Brazil is so much more than cheap pussy.

I'm not sure what you are seeing. Brazil like almost any country has the same stratification the United States has. My affluent Brazilian friends and colleagues have the same quest for living in the right communities, sending their kids to the right schools, driving nice cars and taking nice vacations. Many of them also have the added luxury of hiring inexpensive help for their homes. You can also tell they want their daughters to get educated, not sleep around and find a nice boy with a future. This while the sons take advantage of the pleasures Brazil offers a man.

You are simply seeing the bottom strata of a relatively poor society and determining there is little or no materialism or status seeking. Yes, the Brazilians are happy and open. They have also had an historically libertine culture. However, so many Brazilians have nothing else but to live for the moment. If Brazil had Western affluency and similar social spending, the pool of women working in the sex industry would shrink.

If you go to poor Asian and African countries, you see similar joy in the small things in life. The women are also more open. But don't get confused. A Western man with Western means has privilege in these countries.

[Vagabundo1]

The Week in Baseball / Centro Prive patrol, Safira at Emporio do banho, Bia at Darkroom, 116,202.

First, over the past few weeks, Vagabundo has had his regular harem of mulatas with huge tits, like Nina Deponca who pairs well with Nia Nacci for a big four tit, six hole dupla, triple 69.

Nina came over Monday, and we did a pernoite last Thursday at Motel White House in bem zona norte. I pay her 300 or 400 for a few hours or overnight. The hotel was about 240 all in with food and drinks, hidromassagem.

A normal regular I pay 800 for 4 nights on the regular weekdays.

I had a negra Easter Sunday Easter bunny with huge, natural, 36 DD tits, I shall call her Jada Fire, because we fucked 4 times, all bare, often for up to 45. Minutes on a pernoite on Easter Sunday nights. A 22 years old. I shall have to dupla her with Nina DePonca.

Well today, I went into centro on the 14 h20 bus with a ISG wingman who is staying in Mediterraneo / Transamerica. The address is Av Gastao Senges 395. Wingman has a smaller suite on a lower floor for 500 USD a month, a good rate, for non high season.

We got off at Av Pres Wilson 147, and foot patrolled over to Emporio de Banho. 3 d floor had 3, none to our liking. 2nd floor had 3, and wingman picked safira, a branca, falsa magra. 140 r for a half hour. He reported mechanical performance.

Vagabundo, our Rabbinical hero, went and got a cheap haircut (30 r), and got the line up from Darkroom, and seeing Bia, he went up to Darkroom having collected a somewhat disappointed wingman at Spoleto. I chose an hour with Bia. Wingman being impatient bolted for 116.

Well BIA has a nice ass, a deep throat, and we get along well, so we fucked twice, she gave me a good massage, and Vagabundo was quite satisfied. 150 for the hour.

In terms of centro day date logistics, I recommend:

4 hours in suite com hidro at Motel Sheik.

Followed by lunch at.

Contemporaneo, a nice lunch and dinners spot down the street on Rua Gomes Freire.

Then, after Bia at Darkroom, I went over to 116, the Secret Terma, now not a secret because of the detectives on this board.

Wingman, not being the most communicative of players in the Swiss Navy Intel section, had already bolted for 4 x 4. Did I mention inmates who Anyway, at 116, there were 20 girls, including one I would say is an 8, morena from Padre Miguel, who would not give me her number. I quickly moved on to 202, where actual porn is shot.

Vagabundo headed back to Barra on the metro. So it goes.

[Wayne Roberts]

Been commuting to sex prison (USA) and have a reasonable idea of comparison. The first is that many folks have become used to banging their heads on the wall, and it's only when we stop we realize how much it hurts and how unproductive it is. A little below on this board was the comment of living without fear of judgment, which in USA means how rich you are and various status symbols that operates much like a jailers key ring, but most it means exclusion. Layered on top of that are race and other idiotic moral "issues" to keep the population divided of rubbish rather than voting for medium to long term goals of economic and happiness security. Brazil is so much more than cheap pussy. It's about celebrating life. The bit about the carnival, people spontaneously kissing and not needing various drugs to be happy tells the underlying story. And that's what I'm finding with Brazilian friends, a certain openness, generosity and not being over-caffeinated and perpetually pissed off. The "experience" of BR women GFE is because they are happier generally rather than US women.

Here we, as men, are easily sexually satisfied (without guilt or shame) and far more chilled. It's fun reading the posts. It's like a wide-eyed child just coming off a fun ride, so the guys here are mostly smiling, happy and open to forming friends and mostly full of good will because the craziness is abated. I see this in Thailand as well. We discover a new "us".

In any event, the USD is cooked. Weaponizing the dollar (and compliant western banks) with Russia sealed its fate. OPEC is no longer exclusively USD. Brazil is now trading outside of USD as are so may others. This destroys one of the key reasons of investing in the USA, it was the one thing that made putting up with the ever growing list of internal daily failings (endemic homelessness, weekly mass shootings, collapse of belief in institutions, no health care safety net, sex prison, crass commercialism, social inequality and unrest)..

This was a fantastic post, thank you.

[Xpartan]

Been commuting to sex prison (USA) and have a reasonable idea of comparison.

I enjoy your posts about life in Brazil, but I'm honestly sick and tired of this "de-dollarization" BS. If I hadn't heard the same nonsense for the last 30 years, I might've been inclined to take it more seriously, but Russia, Brazil, India? Seriously? Russia's economy is in a toilet, waiting for a flush. India's economy is 1/7th of ours, Brazil's is 1/10th, South Africa's is not even in the picture. China is a serious contender, but yuan (like all BRIC's currencies except SA) is not convertible, plus yuan's share is meager 7% of world transactions. More importantly, none of our allies is rushing out of the dollar world, and there is no indication that it's going to change. Dollar is safe and will be for a long time.

As for OPEC's growing discontent with the US policies, let's see how it plays out. Today, we are the top producer of oil in the world, which wasn't the case 40 years ago. And yet we survived.

https://history.state.gov/milestones...76/oil-embargo

[Pahllus Maximus]

Been commuting to sex prison (USA) and have a reasonable idea of comparison. The first is that many folks have become used to banging their heads on the wall, and it's only when we stop we realize how much it hurts and how unproductive it is. A little below on this board was the comment of living without fear of judgment, which in USA means how rich you are and various status symbols that operates much like a jailers key ring, but most it means exclusion. Layered on top of that are race and other idiotic moral "issues" to keep the population divided of rubbish rather than voting for medium to long term goals of economic and happiness security. Brazil is so much more than cheap pussy. It's about celebrating life. The bit about the carnival, people spontaneously kissing and not needing various drugs to be happy tells the underlying story. And that's what I'm finding with Brazilian friends, a certain openness, generosity and not being over-caffeinated and perpetually pissed off. The "experience" of BR women GFE is because they are happier generally rather than US women.

Here we, as men, are easily sexually satisfied (without guilt or shame) and far more chilled. It's fun reading the posts. It's like a wide-eyed child just coming off a fun ride, so the guys here are mostly smiling, happy and open to forming friends and mostly full of good will because the craziness is abated. I see this in Thailand as well. We discover a new "us".

In any event, the USD is cooked. Weaponizing the dollar (and compliant western banks) with Russia sealed its fate. OPEC is no longer exclusively USD. Brazil is now trading outside of USD as are so may others. This destroys one of the key reasons of investing in the USA, it was the one thing that made putting up with the ever growing list of internal daily failings (endemic homelessness, weekly mass shootings, collapse of belief in institutions, no health care safety net, sex prison, crass commercialism, social inequality and unrest).

It's only now I'm realizing when we stop banging our heads against the wall, how good life starts to feel. We cannot save the Amazon personally, that's a crazy worship of money disease (dressed up "free" markets, supposedly a good thing in and of itself) much like the capitalists selling the rope to the revolutionaries to hang themselves with. Anyway, I started yesterday sipping awesome single origin coffee in Noritake China with my young lady asleep with a soft smile on her perfect skin and face. She is not all materialistic like western women. And ocean views. And serious basic, free healthcare. And no mass shootings. And knowing she will happily and proactively provide any part of herself and always asking me (smiling and winking at me) "what would you like", I find myself incredibly at peace, like slipping into a second childhood with all the wonder and fun of the first.

Discovering this place and letting go of my old life is a source of great happiness. Once you boys reach sexual needs equilibrium (meaning, adjust to healthy society), the next step is discovering everything else. It does not take much money to live here (relative to USA). Daily BJ's and the like are normal, healthy living and many of the ladies I know take pride in keeping their men happy and the affection they get in return.

It's not just bitter, spiteful old American cows or vain social media addicted younger ones: they are just a reflection of a wider sick society.

[Vagabundo1]

Yet another direct hit from a Mark 48 ADCAP and Harpoon. Breaking up noises. Effing RTFF!

Tell your friend that airbnb is ready when he is.