What’s next?
Financing, marketers…Mental madness runs the world. Santa Catarina Coast, Brazil. We are on the coast again. Lots of buildings here… the world seems to be evolving… at least companies are still able to get financing, so constructors manage to buy new debt from financial institutions in the order they can
We are not presumptive to be right.
Here are some dots that maybe we have appeared to connect… Dearest reader, I try to see economic trends and talk about them, generally, I do this at all times and places. In my view, this critical thought is what we need to have to try to anticipate movements and
Family Long-term success
The money maker and the business maker. Yesterday we left you hanging…we will come back to the unemployment issues topic next week… As for today, we will meet again to maintain the habit… of our weekly update on family business strategies and experiments… building and consolidating the family fortune (cultural…...
You go broke that way!
We found some secrets about wall street and the bankers…facts that they don’t want you to know it… The COVID-era bull market is officially over. Not a secret to our dear reader. This week we covered some points about the 1929 Crash, what has happened before (September), and later when…...
September 1929
Have we told you lately? Can we tell you once again, somehow? 4 hours drive – Marcelo Marini’s thoughts, today…from southern Brazil… we wanted to share with you… September 1929, extraordinary optimism… “It looks like we’re done with business cycles as we knew them once and for all.” said the…...
Family Office
Lot of work, hours, and tough decisions… We decided to set up a family office a few years ago. Our operations have grown… and the business’s first stage (1/4) was completed… We were still dealing with the second stage (2/4) however decided to invest in a new operation. We did…...
Fooled for decades
The odds are not in favor of the common man. Why? Marcelo Marini, typing today from southern Brazil. Well, well, well… There should be two types of people, those that take action, those that wait… we may be the third… Fooled for decades We’ve seen a ton of stockbrokers in…...
World upside-down.
No management… no hope…the next meltdown… Marcelo Marini, typing today from southern, Brazil. We drove for 4 hours. This is my work desk today. Tastes old, smells old, but it’s solid… not fragile like today’s economic world… I’m sure this old desk will resist the next economic meltdown… like the…...
Family Legacy
How to maintain a family’s business legacy. Marcelo Marini, typing from southern Brazil. Dear reader, In the last two Fridays we covered Family Business & Family Wealth; Today, we’ll finally cover Family Legacy. We are in the Family Business for little more than 15 years… The more we research, experience,…...
Davos. All-In.
Davos… speeches…future…economy… Marcelo Marini, typing today from southern Brazil. Now media may say that markets are entering a new prosperity moment… Chartists may say it’s an interesting scenario… perhaps Davos leaders can help us….we have some doubts. We are heading to an economic disaster… we could be stuck in it…...
Nobody cares
The always-increasing number of intellectuals ruling us… Marcelo Marini, typing today from Southern Brazil. Housing markets are peaking… we told our readers… more people will fail its payments… now The Atlantic spread the view… Maybe someone is waiting for the government to tell them what’s next… they won’t… maybe they are waiting…...
Family Wealth
Not what banks and financial experts tells you. Marcelo Marini, typing today from the office. Welcome to Family Wealth, a self-exploratory way of enriching your family wealth for centuries, by not doing what the banks and financial experts tells you. Also on a different highway, not the one that is…...
Limos, Lambos, jets, and parties…
Rulers, credit sellers, narcissists… lunatics. Marcelo Marini, typing today from the office. In the old times, entrepreneurs were real-life workers… today it seems they want to be a celebrity… Modern entrepreneurs want to be rich; they want to be a unicorn or a Time magazine cover. Trendy Entrepreneurs want to…...
Massive debt moves the world…
The story repeats itself, always in a different way… but it is the same story… Marcelo Marini, typing today from the home office. Silly question… why do some trendy entrepreneurs say they want to change the world? The fake news media tells us that they want to change the world……...
Enough is enough…
P/E ratio, IPOs… bankers…economic system is a flaw… Marcelo Marini, typing from Southern Brazil. There are many questions, and doubts… fewer jobs, higher inflation… the economic system is a flaw… Stock-market has developed unprecedently during a pandemia… P/E ratio and IPOs tell you the delusional stories of money, overvalued assets,…...