@beatsonbrics

BRICS charts, beach beats & ☕ samba humor in Dubai 🇧🇷🌴🏙️

 Dubai
Joined March 2021
  • Tweets1.6K
  • Following156
  • Followers18
Ricardo Vieira retweeted
divyansh tiwari
@DivyanshT9116218h
10 GITHUB REPOS FOR BUILDING YOUR OWN AI RESEARCH WORKFLOW Want to build a tool that searches the web, reads sources, and organizes information automatically? Start with these repositories. 1. GPT Researcher — Automate web research and generate detailed reports. github.com/assafelovic/gpt-r… 2. LlamaIndex — Connect LLMs to external data and retrieval systems. github.com/run-llama/llama_i… 3. Oxylabs Web API MCP — Add web data retrieval to MCP-compatible research workflows. github.com/oxylabs/web-api-m… 4. Haystack — Build search, RAG, and agent pipelines. github.com/deepset-ai/haysta… 5. RAGFlow — Build RAG applications with document understanding. github.com/infiniflow/ragflo… 6. Docling — Convert documents into structured, AI-ready formats. github.com/docling-project/d… 7. Khoj — Build a personal AI assistant that searches your knowledge. github.com/khoj-ai/khoj 8. Open WebUI — Run an AI workspace with model and tool integrations. github.com/open-webui/open-w… 9. Danswer — Search across knowledge sources with AI. github.com/danswer-ai/danswe… 10. PrivateGPT — Build private AI applications over your documents. github.com/zylon-ai/private-… Research becomes much more powerful when search, retrieval, and reasoning work together.
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Ricardo Vieira retweeted
Offei@realKwameOffei10h
When African leaders serve Western interests, they are celebrated; when they put Africa first, they become a problem.
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INDONESIAN STOCKS ARE CRASHING: The Jakarta Composite Index cratered -11.6% on Friday and another -3.6% on Monday, taking its two-session loss to nearly -15%, marking one of its steepest 2-day declines on record. The index has wiped out ~$350 billion in market value since January. This comes as MSCI warned it could downgrade Indonesia directly from Emerging Market to Standalone status, citing opaque shareholding structures, suspected coordinated trading, and weak enforcement, raising concerns about market integrity and the risk of massive index-driven outflows. Meanwhile, foreign investors have already dumped -$5.1 billion of Indonesian equities so far in 2026, while foreign holdings have fallen from ~$250 billion to $130 billion. As a result, Indonesia’s weight in the MSCI Emerging Markets index has shrunk from 1.16% to just 0.39%. Indonesia is at risk of a prolonged financial crisis.
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Ricardo Vieira retweeted
Holger Zschaepitz
@Schuldensuehner21h
Wall Street’s calm is deceptive: Vix at 18.58, but single-stock implied volatility (VIXEQ) at 40.92; more than twice as high. The index masks the turbulence beneath the surface. Diversification works, until stocks start moving together.
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Brazil and Cabo Verde are exploring cooperation in customs administration and agriculture as the Atlantic island nation seeks to… Read more; africabusinessinsight.com/br… #AfricaBusinessInsight #AfricaBusinessInsightNews
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Ricardo Vieira retweeted
Southern Africa Eye@eye_southern23h
#SCO Prime Ministers’ Meeting begins with #Iran’s First Vice President in attendance The agenda includes enhancing the effectiveness of trade, economic & humanitarian cooperation, advancing cooperation to improve the organization’s operations, & reviewing the #SCO’s 2027 budget.
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H.E. Mr. Abdullah Khalil ALMUSAIBEEH, @BADEAPRESIDENT, received H.E. Mr. Joseph Musyoka Masila, Ambassador of the Republic of Kenya to the Kingdom of Saudi Arabia, at BADEA’s headquarters in Riyadh. The discussions focused on strengthening development cooperation, exploring opportunities to finance new projects in Kenya, and reviewing BADEA’s existing project portfolio, including prospects for further development and enhanced development impact. The meeting reflects BADEA’s commitment to strengthening its development partnerships with African countries and expanding its contribution to sustainable economic development across the continent.
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Ricardo Vieira retweeted
Africa First
@AfricaFirstsOct 19
World’s Largest Populations Living in Extreme Poverty (2026) 1. Nigeria 🇳🇬 - 73.1 million 2. DR Congo 🇨🇩 - 71.6 million 3. Afghanistan 🇦🇫 - 35.2 million 4. Mozambique 🇲🇿 - 25 million 5. Yemen 🇾🇪 - 24.2 million 6. Tanzania 🇹🇿 - 23.9M 7. Madagascar 🇲🇬 - 20.1M 8. Uganda 🇺🇬 - 18.2M 9. India 🇮🇳 - 14.46M 10. Ethiopia 🇪🇹 - 14.3M Source: World Data Lab
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Ricardo Vieira retweeted
MacroMicro
@MacroMicroMeOct 19
🪢 CoreWeave’s five-year CDS spreads topped 1,100 basis points last week after its shares fell more than 15% on October 14 and its unsecured bond yields briefly exceeded 15%. That is pricing normally reserved for distressed credits, and it arrived while investment-grade spreads sat near 0.8% and Google-backed developer bonds traded 27 to 76 basis points over. The market reacted this sharply because of how the buildout is paid for. In the first half, CoreWeave generated about $3.66 billion of operating cash flow against $14.12 billion of capex, and debt markets covered the difference. A borrower funded this way depends on refinancing windows staying open, and AI-related investment-grade deals above $3 billion fell to zero between September and mid-October. Meanwhile the banks arranging that financing are collecting the rewards. AI transactions generated more than half of year-to-date investment-banking fee growth, so intermediaries get paid well before the weakest borrower in the chain is tested. 📥 This week’s WEFC works through CoreWeave’s implied default probability under several recovery-rate assumptions and what past funding cycles in telecom and shale suggest about how fast refinancing windows close. It also covers the oil-driven CPI rebound behind our call for a December Fed hike, and what TSMC and ASML guidance implies for chip capacity through 2028. 🔗 Download the full report: en.macromicro.me/blog/wefc-d…
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“.. At the moment, we have more compute capacity than we have demand, and we have a lot of the tokens and processing power being given away in freemium solutions,” he told @CNBC. “Everyone in the AI race is running for a last-man standing position.” cnbc.com/2026/10/19/gartner-…
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Ricardo Vieira retweeted
MS Ingawa
@MSIngawaOct 19
Katsina Update: Governor Radda Flags Off nMSME Empowerment Programme, Targets Over 62,000 Small Businesses and 2,000 Branded Kiosks Across Katsina Katsina State Governor, Malam Dikko Umaru Radda, Ph.D., CON, has officially flagged off the Katsina State Nano, Micro and Small Enterprise (nMSME) Empowerment and Branding of Businesses Along Major Road Corridors, targeting more than 62,000 small businesses across the state’s 34 Local Government Areas. The initiative, launched on Monday, October 19, 2026, at Bello Kofar Bai Hall, Katsina State Secretariat, combines direct financial grants, the provision of 2,000 purpose-built business kiosks and customised business signages to strengthen enterprise development, improve working conditions and expand market access for small business owners.
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Ricardo Vieira retweeted
Steve Hanke
@steve_hankeOct 19
An oil tanker has hit a naval mine in the Strait of Hormuz's US-backed southern corridor, sparking a MASSIVE fire in the engine room. FOR ALL PRACTICAL PURPOSES, THE STRAIT OF HORMUZ REMAINS DANGEROUS AND FUNCTIONALLY CLOSED. xitter.cf/hormuzletter/status/21…
The Hormuz Letter
@HormuzLetterOct 18
BREAKING: Iran announces an oil tanker has hit a naval mine while exiting the Strait of Hormuz through the US-backed southern Omani corridor, with a massive fire in the engine room.
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THIS IS MIND-BLOWING: The 3x leveraged long US semiconductor ETF, $SOXL, posted +$6.1 BILLION in inflows this week, the largest weekly intake EVER. This is DOUBLE the previous weekly record inflow set in June this year. This brings month-to-date inflows into $SOXL up to +$5.1 billion, on track for its 2nd-biggest monthly inflows ever recorded. Meanwhile, $SOXL prices dropped -33% this week, its largest weekly decline since March 2025. The level of speculation in this market is insane.
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Ricardo Vieira retweeted
TheStarKenya
@TheStarKenyaOct 18
Kenya is set to construct an Sh80 billion nuclear research reactor at Konza Technopolis to locally produce drugs for cancer treatment and cut over-reliance on imports from South Africa and expensive medical trips to India. the-star.co.ke/news/2026-10-…

State plans Sh80bn reactor at Konza to produce cancer drugs locally

The project, to be implemented through a Public-Private Partnership (PPP), is expected to address the country's huge cancer burden

the-star.co.ke
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Ricardo Vieira retweeted
Tech Fund
@techfund1Oct 18
We estimate $414 billion in overall AI ARR by the end of this year (ex-China) 1. $187 billion in ARR from Anthropic and OpenAI (split between the labs and clouds who resell their models). 2. We estimate that ad-based ARRs for the two internet giants - Meta and Google - have been boosted by $95 billion over the past 2.5 years thanks to AI (based on the excess of their realized, high ad growth rates vs normalized growth rates). We estimate that this will increase to $108 billion by year end. 3. The various clouds - excluding frontier lab revenue - should be about $66 billion in AI ARR by the end of this year. 4. AI native apps and SaaS are generating $33 billion in AI revenue. 5. Smaller line items such as other frontier AI (Grok, Gemini subscriptions, etc.) and how AI is benefitting other ad networks (such as Amazon, Applovin, Unity, etc.) add another $20 billion in ARR. Taking reasonable assumptions, such as a 6 year life for the equipment, this should give an overall 12% IRR on the $931 billion in AI capex made over the past 3.5 years. Link with the details below
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Ricardo Vieira retweeted
Ivan
@IvanjBebekOct 18
Big Tech wants to own copper mines. Just like Amazon built its own delivery network... Tech giants are now asking for equity in mines to lock in future supply. Why this is a huge turning point + what the shift means:👇
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Ricardo Vieira retweeted
Peter Berezin
@PeterBerezinBCAOct 18
So far, AI has not produced an economy-wide acceleration in productivity growth. Adjusted for shifts in utilization rates, total factor productivity growth was zero in Q2.
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Ricardo Vieira retweeted
Ruuj
@RuOnChain1Oct 17
HEDGE FUNDS BUILD THIS INTERNALLY AND CHARGE MILLIONS TO ACCESS IT someone built a full ML trading curriculum and put it on GitHub for free 27 chapters that takes you from raw market data all the way to a running strategy deep learning, causal ML, RL, autonomous agents, all with real working code 21k+ people already have it bookmarked
Ruuj
@RuOnChain1Oct 13
The complete playbook for running a quant desk in 2026: tools, stack and the structure that keep you alive.

How To Build a Quant Desk That Runs Like a Hedge Fund (Complete Framework)

Article · @RuOnChain1
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Ricardo Vieira retweeted
Lukas Ekwueme
@ekwufinanceOct 17
Global sovereign debt markets are blowing up as governments across the world run huge deficits. Meaning they're all competing for the same global capital, which is increasingly demanding higher yields. None of these governments can afford them. Rising yields + an inability to pay them = bullish for gold. We don't own enough gold for what's coming.
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A former U.S. Treasury official just made a remarkable observation about China: “China has been much better at hiding its dollars than it’s been about getting out of the dollar.” Now consider something else. Nobody outside Beijing knows exactly how much gold China really holds. A U.S. Treasury official has acknowledged that uncertainty to me in the past. This is a massive story. I will have more on this in the weeks ahead.
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