Propaganda, social media, victims... Marcelo Marini, writing from Munich, Germany. Photo by José Martín Ramírez Carrasco on Unsplash Grab your coat Grab your hat Leave your worries, on the doorstep.Just direct your feet to the sunny side of the street! — Dorothy Fields, Jimmy Mchugh. Listen to the song here. Today we spotted a man looking at his iPhone… quite... Read more
Here you can find our selections based on your interests.
Back in 2019, we thought that would be a good time to buy TSLA stocks… it ended up a phenomenal pick. Tesla wasn’t the type of company we could invest solely. Business metrics weren’t good at that time. No operational margin, net margin negative, lots of doubts. We bought TESLA at around $13 dollars a... Read more
The case of WeWork, Rent/Buy, and lack of wisdom. Dear reader, Good morning! News is urgent…The diary is important. Important things come first… business-wise it may be sales/revenue, and operating income… to start… Wisdom starvation The first step of a business is sale… many adventurous business people think it’s renting/buying an office, furniture, paperwork, and... Read more
You should have stocks in your portfolio that go up and others that go down. You should diversify globally and in markets. You should try to invest mainly in quality stocks that are under-priced or have a good potential for your time horizon. You should avoid opportunities. Buying stocks, it's not about buying brands or... Read more
Speculators, investors, irrationality, market behavior, philosophy. Editor’s Note: Speculators, investors, irrationality, and market behavior, from Marcelo Marini; What we selected for our members this month; Rafaela’s weekly update on Philosophy. Business & Buildings during the pandemic, New York. Source: Marcelo Marini Archives. In situations of fear, most humans tend to react like animals in a... Read more
If you study business and people's behavior, the odds are that you won't be fooled… A business outlook will give you a perspective of how things work, and behavior will teach you how the economy works and markets respond to people's reactions. Running the world can be a total disaster. Insane… we are not ruled... Read more
Jun 2th, 2021 – Factual Macro – Issue 0065 – Year 3 – Factual Manhattan L.L.C. – Author: Marcelo Marini Editor's note: This newsletter is delivered and exclusive to Premium and Club members. Dear Premium Member, This is our Economic Newsletter, the Factual Macro is an Macro Economic Newsletter that shows you ways to preserve... Read more