"Good News is No News" is an excellent business model if you are in the publishing business. Bad news grabs peoples attention 10x1, we are genetically programmed to give more attention to threatening news, which activates our flight mechanism.
But it is not a good business model if you are in all other industries, where a balanced view of the world and particularly Brazil may be critical.
Asymmetric-Information can ruin your decision making, and force you to be pessimistic when a more realistic view is warranted.
We hope to balance this information asymmetry, giving good news that never reaches the press or is buried inside and never make the headlines.
We also read the bad news, which we do not have time to repeat here, and we ponder both good and bad and reach our own conclusions.
We hope you do the same.
We are not optimists at heart. In fact, we were the only ones to predict the 1984-1991 recession, which became known as the "Lost Decade".
Recent Comments