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I think a recession, at this stage, is almost inevitable. The probability of a recession in 2023 is undoubtedly very, very high because of the challenges of getting this roaring inflation under control and having so few tools to control the supply side of the economy.Said by Former Fed Gov. Roger Ferguson Some Ultra-Wealth European...
World & War, Prices, P/L, Concerns and Opportunities. Santa Catarina Coast, Brazil. Dear subscriber, We don’t communicate often. We don’t sell news frenzy; we don’t like talking too much. We work hard. But we prefer the few things; we prefer quality over quantity. We don’t spend time in the Bla-Bla-Bla media. We like being different...
Feb/21 – Country home, Brazil. Dear subscriber. I’m delighted to share with you some articles that have made my life easier, so I strongly recommend your reading if you want to. I’m thrilled to share with you some of the working materials that have been inspiring hundreds of capital allocators, investors, and businesses in the...
Ok, you need to measure risk.
But first, we need to assume that our mind is constantly trying to keep us entertained; with what’s going on and what our memories recall.
So it can be silly, but we generally take each day as the previous day, week, month… for most, it could be an infinite groundhog day.
Let’s assume we want to eliminate this illusion by understanding that each moment is new and can do what we want with it, but we are responsible for our intentions.
That alone shows us that nothing is genuinely predictable here.
All right, now, let’s switch our conversation to the corporate, business, financial, and investing world.
We can try to predict, but we will never be sure until time comes and we take a look at how we’ve done from what we expected.
If you don’t know anything about the actual future, I suppose no one knows it, and most everyone is trying to figure it out. However, some are playing a very risky game of changing their behavior just when things are out of control.
The day after the crisis is too late to think about your portfolio, no?
We must learn daily.
We must be open to the new daily.
These times that we are passing are showing us that the unexpected can be expected…
It sounds weird again… but if you get it, you will think twice about following investing tips ideas, business ideas and event travel, and health ideas from others just because they don’t have the same clue as us of what is important to us, only.
Let us also assume that if you invest and don’t have a margin of safety or protection, you are exposed to the subsequent tsunami, war, Vulcan, or at least a financial crisis.
My advice is to watch your actions but rationalize what is essential to you… What can you lose? What can you not? Then do your best to make safe preventions, safety margin, protection, diversification, not diworsification, and expect the unexpected. It’s the most accurate way you can’t be caught in lousy acting regarding your life choices.
Stay tuned.
Regards,
Marcelo
P.S.: Upgrade your plan to next year full covered.
Investing is easy; I’ve heard three little guys talking today while in my country home condominium; both were about seven years old, each holding a soccer ball and chatting about Bitcoin prices, really, that simple. The chat goes on… Do you see bitcoin prices? You should buy bitcoin; prices are up & up, it doesn’t...
A lot is going on, and we need to catch up.
People’s madness is still the same, economy, making money fast, trying to understand the non-understandable, buying and selling frenzy, crypto’s and the like.
To industries, materials impact costs; inflation is scaring the old and not-so for the young.
Life is full of changes, and we need to guess who is best to deal with and invest in the next year, so maybe Santa can bring you some gifts to your new resolution wants and needs.
In business, personally, professionally, financially?
We hope you make the best of the following year, and we’ll continuously be by your side.
Let’s get rid of the financial and mental illusion and hope for the best!
Don’t forget, and right actions bring fantastic results in life.
Keep walking the path, and stay tuned.
Best.
Marcelo
P.S.: Upgrade your plan to next year full covered.
Santa Catarina Coast, Brazil. Today the first bitcoin exchange-traded fund is expected to start trading.It should bring a lot of investors’ attention to the crypto markets. It will make Bitcoin trading more accessible to individuals and institutional investors, easily by trading a single ETF. It should be the next trend for investors as the number...
Santa Catarina Coast, Brazil.
As an investor, it is never too late to invest in high-quality businesses, preferably those that invest in themselves regardless of the market environment.
It will make its investors benefit from their earnings growth.
Stick with the right stocks for the long run is more beneficial than trading stocks for lack of nonobjectives or just monetary objectives.
If you are a true investor, your investment is being a shareholder of a high-quality business, which alone stands for great returns in the future.
Be wise to prefer certainty to uncertainty by picking a more predictable business and stands out from fate.
Be a long runner and avoid shortcuts.
Savvy investors invest a huge part of their stocks portfolio in a high-quality business.
Keep walking the path.
Regards,
Marcelo
Santa Catarina Coast, Brazil. I headed to Santa Catarina once more. Here’s the place I can reconnect and start fresh new ideas. It has been the place I’ve been recharging for many years; I’m always delighted to be here. The whole thing about the Market efficiency theory is nuts. Go live somewhere not developed yet....
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...
NEW YORK – Nice day at the Hudson River… lots of new buildings in the Hell’s Kitchen area…the economic world dies and survives from DEBT that’s what you need to know to be a better decision-maker. Being Smarter Last year one of our members that do not invest earned 7K just because she gets access...
NEW YORK – And still a loved company? Just that?… Chip Business At this point, you know I love tech while I’m still a tech geek and traditional dinosaur – that makes me a great investor – stocks are still old Wall Street while techs are the mainstream or the Silicon Valley. Two years ago,...
New York – There’s no better way to learn fast than talking to your customers, getting on the street, talking to people, and understanding things, even for an investor.
There’s no better way to understand the news about COVID-19 related to airlines than to get in the airport and fly; add more of that going to a gym, a hotel, a coffee, or shopping. Walk on the streets and look at the buildings. Everything is teaching you more about business if you have a system to follow.
Crypto Crucial Level
As we told our members at yesterday’s podcast (link below), this time is crucial to crypto holders. Hoop on in the podcast and get your own thoughts and insights.
The Power of a Community
If in doubt, talk to people, but not the ones that have the same doubts as you, neither those who are willing to follow your path nor the ones scared of doing what you do.
The community has power when it gives knowledgeable people, experts, people from real experience, theoretical or practical, those who can read a financial bible, behavioral bible, or talk to the people on the street. There are so many chiefs and not enough Indians or the other way around? Be part of a knowledgeable egregore, read books, watch documentaries, listen to podcasts. Still, all you do… do it with the right people, the ones you can trust.
The better way to know it is not trusting anyone but letting them show you why they are reliable in a special field.
Right Mentality
It’s always best to avoid overthink and try to focus on the few 20% that give you 80% of the results, not the other way around. Listen now the Episode 194 – Crypto Critical Level.
Stay tuned. Stay ahead.
Marcelo
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Dear reader, New York – Yesterday we took a flight from Cancun to New York City. Airport was like a Sunday, in fact, it was Sunday. The Author of this newsletter took this picture yesterday during his flight from Cancun. Before flight I thought it was going to be a empty flight… Prior to departing...
Dear subscriber, CANCUN, MEXICO – According to this as previously written here, it’s better to diversify your investments before you need it. “The mistake is the lack of this.Another mistake is the excess of this”. Bitcoin show is over? Bitcoin and Gold I wrote that regarding lack of diversification before saying that Bitcoin could hit...
