All-time high

It’s okay to ride the trend, but we recognize that greed drives market insanity.

Dear Reader,

All things. All-time highs. Much has been said about living in an AI bubble… yet few take us over the insanity… the take on how to think wisely in times like these.

Back in 2021, we coined the term “digitalization of the world.” That shift led us to focus on tech companies, data centers, blockchain—and more recently, artificial intelligence.

Surely, these are great advancements in productivity, which justify (for now) the higher valuations we’ve been riding for some time.

The content below was originally paywalled.

Productivity

Being productive is a wonderful thing, especially if you enjoy what you do. And you should enjoy what you do.

The tipping point was the pandemic, when people realized that working from home was possible for most office roles. Not only working from home, we included investing from your sofa.

When you understand that focus improves brain function, calmness leads to better decisions, and discipline increases your chances of transforming your life. People will begin to see the power of intentional living, or as we call, independent thinking.

We’ve entered a time when everything is in the palm of your hand, as Steve Jobs once told us. However now, it’s not just 1,000 songs…it’s our entire online data.

Smart people recognized that data centers would become the future of information as we did. And some saw even further: that analytics would be essential for enhancing human performance and decision-making. That’s a long view case we will surf from now on.

Data Centers

Data centers now shape human behavior, why? they act as traffic light for drivers.

These tools gather data, analyze it, and prompt us with suggestions…just as the early version of Apple’s Siri showed us. Today, we see that it’s possible for every person to become a brand some will turn to a company if they now how to review their own analytics.

How many hours you sleep, your mobile activity, your time at the gym, all tracked. You learn to tell your brain what to do in order you will be able to live the good life in the next 12 hours of the day. As we only live in the now, its crucial to live the now well. That’s the importance of thinking wisely and better yet, act accordantly.

Habits run lifes.

Humans are creatures of habit. With mobile phones constantly in hand, companies like Meta and Alphabet found the perfect approach: becoming media companies that deliver ads directly to your active attention channel.

This trend accelerated after the pandemic, validating our 2018 prediction that people would become addicted to small screens as a substitute for television.

The behavior didn’t change… as we see it, phone are the new TVs that we used to question.

Societal trends can be seen long before they fully emerge.

Now, the world screams “AI.” We understand the cycles. That’s why we strive not to be manipulated by media stories.

For business owners, customer-oriented data delivered at the right time will remain a mega trend. Whether directly or indirectly, someone pays….either the customer or the media.

Tech Becoming Media Companies

Meta earns $12 per user.

The more you use it, the more likely you are to buy something. This isn’t exclusive to Meta. It’s a cognitive bias, a tendency to be influenced by what your eyes see. Understand this, and you can create anything you want. As we teach in the Independent Thinking techniques.

Many “smart” people are leveraging this tendency to direct attention toward AI—an unintelligent mega digital system. When something calls itself intelligent, we must approach it with skepticism. Why is it called intelligent if it’s artificial? We don’t get it.

Will most tech companies become media companies? Why do people trust what they see? We must think independently ads will boom ChatGTP and the like services, be aware of what you do. Do what you intend to do.

We observe these trends with as much suspicion as necessary.

AI Boom

What should you do when everything is at an all-time high?

Although our recent performance has been strong, and we believe AI will continue to shape society for years to come, we prefer to stay grounded—choosing companies and management we trust today, for the long term. They are holding our capital… and if we won’t find any, we better to it ourselves… It turns to us to become the best company and management to trust. The path for continues self-improvement is always open.

Being Rational

Rationality allows you to have more fun.

It’s okay to ride the trend, but we recognize that greed drives market insanity. People with endless goals are never satisfied. For them, there’s no limit—that’s why money changes hands.

People must stay centered on their own objectives and make rational decisions for themselves and their families…without comparison. That’s key for any thought we have.

In our work, we see many individuals chasing competition. They rise, they fall. There’s no governance in their actions, no clear objectives, no organized finances…whether in companies or personal lives.

It’s time to organize your entire life. Define where you want to go. Write down your objectives, governance as companies do. Track your personal growth, as businesses do. Find fulfillment in achieving your best life, being responsable.

The only way to reach this good life is by organizing your life, your family, your finances, your business, and your goals. This is central.

If you do this, you’ll become a better entrepreneur, investor, and artist.

No external validation will ever surpass the validation from your family and ultimately, your own self-steam.

We continue to seek solid businesses, solid finances, solid results. We observe trends, think wisely, and make our own bets with strong foundations. That way, we can turn complex scenarios like the one we’re facing into opportunities.

It’s time to organize your life, business, family, life.

It pays to think independently.

More coming.

Regards,

Marcelo Marini

About the author: factualmoney

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