Sep. 5 at 10:36 PM
$SID What do you think about CSN (SID) as a second catalyst? Beyond the sale of the 14% of its business, Brazil's elections are coming up on October 4, 2026, and I’m not sure who stands a chance between Lula’s socialist side and Bolsonaro. There’s going to be massive volatility after that Sunday—it’s practically a casino and nobody has any idea what’s going to happen. I don't know if it's worth taking the risk. I wish I could figure out whether its stock price is already pricing in what's about to happen, or if it isn't discounted yet and Lula's reelection ends up being a black swan that leaves me in the red