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Many are talking about the risk of inflation, including the FED. Powell's latest speech touched on that point. He thinks inflation will be temporary.

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Subscriptions & Airpods

The average American has 12 paid content subscriptions. I was surprised that the average millennial pays even more subscriptions.

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Interest rates and alternative asset classes

Fortunately, institutional investors in Brazil now understand that they must have a better, diversified portfolio across all asset classes.

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History was made in the Brazilian startup ecosystem with the announcement of RD’s R$2B exit to TOTVS. I’d like to congratulate my friends Eric, Bruno, and team.

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On trading with leverage

I have made 30+ trades in the past 18 months using over US$100K in margin. Interesting to see that margin soared this year. It can be quite useful.

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Facebook only wins because of M&A

For the last 24 months, Facebook has been working hard at integrating everything. Gotta love network effects. That is the type of company one should build.

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The wealth generated in the last year has helped many people. Apps like Robinhood, $SQ’s CashApp, SoFi, and WeBull are enabling it.

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For more Hotels & Negronis

As I am back in SF, I have been looking to catch up with friends over dinner. I can’t imagine how painful it must be to own a boutique hotel or a restaurant.

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