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← delfee

Lula's Legacy, Flavio's Future?

election_political_shiftBrazilFrance 2425 Oct, 19:00 UTC

Context

A coin-flip election in Brazil, with little separating the country's left-wing President, Lula, and his right-wing rival, Flávio Bolsonaro. The results of the run-off vote will become clear in a few hours.

What it means

Causal chain

No clear market signal

How to read a signal
Severity
the event's market impact, 1–5
Direction
↑ / ↓ likely price move for the asset
Exp. move
the size of the abnormal move we'd expect if the call plays out — not a claim a move will happen:
Ssmall<1%
Mmoderate1–5%
Llarge>5%
Most flagged events don't move beyond noise; those count against us (see the track record).
Timeframe
the window we measure over:
1dshort
5dmedium
21dlong
Conviction
how well-established the directional call is (textbook → speculative) — not a guaranteed outcome:
low
average
strong

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Not investment advice · for informational purposes only. Generated 25 Oct, 19:44 UTC