Who is coming for Christmas this year?

Dear clients,

Today is Wednesday, when I sit to talk to our clients.

100 US Dollar banknote

Holidays:

Our office will be closed for holidays. Please review the information below.

Closed: 15 Dec 2025 – 4 Jan 2026

What pop-ups my mind this week is:

  • Risk: That we can manage risk exposition, trying to scape AI bubble delusion and look to solid companies with reliable income (habit-forming products).

  • Dividends: If you are a Brazilian business owner, talk to us.

  • Dollar: Expected dollar appreciation over BRL. Prices can be much higher in January.

If you need assistance, write to us.

Regards,

Marcelo Marini

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