April 7th, 2021 – Factual Macro – Issue 0063 – Year 3 – Factual Manhattan L.L.C. – Author: Marcelo Marini
Dear subscriber,
This is our Economic Newsletter, the Factual Macro is an Macro Economic Newsletter that shows you ways to preserve your wealth for years to come.
In this Newsletter there is no portfolio for you to follow, instead you will receive valuable information to help you protect and grow your wealth from now on. Every month our founder Marcelo Marini exposes his opposite thoughts to show ideas that you will not find anywhere else.
Let’s start by taking a look at what the financial markets are concerned these days.
Inflation
US investors are concerned with high inflation, the FED not so much, for now what we can see is that rent rates has inflated as well as food, gasoline and other important goods. Most important raw materials has being soaring this year, that can drive inflation in the near future, as lumber, soy, steel are still being highly priced.
FED Rates
Still, FED has being using patience terms, that means we are going to have low rates maintained for at least medium term, and inflation can be manage with more economic tools. For now we see an increase in consumer prices, industrial sectors (raw materials as previously written). Good to say, labor forces are increasing with less unemployment reports… Future concern may be while workers are being well paid.
Tech Stocks
Some may and some may not keep responding to a new pos-COVID life. In our opinion solid earnings and innovation will drive the sector.
COVID-19
Less cases, but we are still concerned about future. Vaccination is doing well but the damaged economic world will take years to recover from the locked old world.
Conclusion
Still seem equity as the best option but maintain protection in my portfolio. Will feel better when economy get back on the GDP track.
Now, take a look at some readers questions.
Reader Questions:
Each month we’ll try to answer your most frequently asked questions. While we read every email, remember we don’t give investment advice. You can send your questions to us here.
Where can I buy bitcoins?
Thanks for your question. Although we do not recommend any exchange we can only say that in out opinion is best to use the popular ones, maybe it’s the only thing that we like that is also popular… One of the most trusted, secure and popular in the US is Coinbase but it’s always safe to check your country laws and regulations to buy, sell and exchange cryptocurrency.
Should I buy Bitcoins?
Thanks for your question. That’s a person choice and you should know how to invest by knowing if you can manage your assets, once you understand what you need to do to manage your assets maybe it’s time to create a portfolio.
What course to start?
Good question, we are excited to announce our Real-Time classes soon and we think that that’s the best way you can start following your financial dreams.
See you next month.
Marcelo
