Like many, I am a fan of Paulo Guedes Brazil's Minister of the Economy. I appreciate the Chicago-boys when it comes to economical thinking. I do think that the predictions and expectations are correct. We will likely see a rate increase in interest in Brazil in 2021.
I do not believe it will decrease the inflows of capital in alternative assets or stocks. Fortunately, institutional investors in Brazil now understand that they must have a better, diversified portfolio across all asset classes.
One day, once a few chapters have been complete with Atman, I plan on opening up what we do to the small, individual investor. We are years from that day, but it is a mission that matters to me, as someone that wasn't born wealthy but has done well for himself -- although I am just getting started!
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As success comes in your life, it is easy to be trapped by your circumstances and become slaved into a reality that you must do more.
I am a voracious reader. For me, it is extremely important to read at least for 45 minutes every day. The days I read are better than the ones I don't.
I’m building something new. I will no longer send emails via the Stoic Capital brand or this Substack account. More to come, soon.
