Marcello Duarte Vieira's Linkedin Analytics

We only catch a glimpse of what really goes on in politics. That’s something Dr. Pippa Malmgren taught me. She was Special Assistant for Economic Policy to President George W. Bush. I’m certainly not a geopolitics expert, so I don’t let it dictate my investment strategies. But the subject still fascinates me. One of Dr. Pippa’s biggest takeaways is this: Politics has layers of intel, haggling, and off-the-record dealings that rarely surface in the headlines. What we usually see is the public performance:  Speeches, soundbites, and the media narrative. But major decisions often happen far from the spotlight. It’s a lot like investing. By the time retail investors notice, the whales have often made their moves. So rather than speculate about the next big political or market shift. Have a game plan. Be prepared. And keep your attention on what you can actually control.

Why build generational wealth And why it matters now We all know how much the world has changed economically. The cost of living—groceries, housing, education—has risen exponentially, and we don't know what the future holds for our children and grandchildren. That’s why investing with the goal of building generational wealth has never been more important. In today’s world, finding investments that truly grow capital faster than inflation isn’t easy; that’s why I built a strategy capable of achieving this critical goal. I use the High Growth Hedge Strategy, which combines: ↳ Fundamentals ↳ Momentum ↳ Hedging Today’s markets offer incredible opportunities—AI innovation, Medicine 3.0, groundbreaking therapies, and more. By capturing this growth while smoothing drawdowns through strategic hedging, we are more likely to create and preserve wealth for future generations. Is generational wealth something your clients are aiming for? If so, let’s talk.

How to avoid style drift in investing? Read more below.

Will AI reshape the financial markets? If so, in what ways? Here's my take on it.

Where are the opportunities in the stock market today? Read more below.

Should you invest in defensive stocks or not? Read more in today's article.

The High Growth Hedge Strategy closed April at +0.52% Meanwhile, the indices returned: ↳ S&P 500: –0.68% ↳ Nasdaq: +0.88% This follows a +1.10% gain in March—another month when the major indices were in a steep drawdown, with the S&P 500 finishing –5.57%. Outperforming the benchmarks over the long term is a core objective, but I’m equally committed to delivering a superior risk/reward profile. April’s real differentiator: ↳ Strategy maximum drawdown: –3% ↳ Index drawdowns: worse than –10% Thanks to active hedging, the strategy’s volatility was roughly one-third of the market’s, an advantage that matters when you’re managing client capital and investor psychology. Want to learn more about how the strategy works? Send me a message.

How do I combine quant and judgment for higher returns? Read more in today's article.

For each goal, a different strategy It sounds obvious, but I can’t stress it enough. I often see people trying to build wealth by copying what billionaires do— when they’re not playing the same game. The High Growth Hedge Strategy was designed to fit my own needs: ↳ Deploying a meaningful amount of capital ↳ Growing my wealth ↳ Maintaining financial freedom ↳ Controlling risk It’s not a strategy built for a billion-dollar fund. But it scales well for multi-million portfolios. Even a small allocation can significantly improve returns for wealthy clients. What kind of investment strategy do you—or your clients—actually need?

Tariff War: are you panicking or focusing? In Brazil, there’s a saying: “While some cry, others sell tissues.” The tariff war has created plenty of uncertainty. No doubt. But moments like these reveal who’s merely reacting… and who’s ready. Instead of drifting with the noise, pause and refocus. If you already have a solid plan, don’t abandon it. Double down: ↳ Stay grounded and look for opportunities. ↳ Avoid emotional decisions. They cost far more than a bad trade. ↳ Let discipline guide your next move. Uncertainty exposes weak strategies. Preparation reinforces strong ones. How are you positioning yourself—or your clients—right now?

Forecasting is not a strategy. That’s why I built the Growth Momentum Hedge Strategy. To remove guesswork and let market strength guide allocation. Instead of relying on predictions, the strategy focuses on momentum: ↳ Stocks already outperforming ↳ Companies with real earnings growth ↳ Businesses with durable moats The watchlist includes 100–130 high-potential names, rebalanced monthly to: ↳ Keep winners ↳ Cut underperformers ↳ Reallocate fast to emerging leaders It’s a structured, data-driven approach built for capital preservation and compounding. Because even great fundamentals can lag in price—until the market agrees. How are you using momentum or protecting against drawdowns in your current allocation?

One of the biggest challenges in the stock market is this: Things change. And sometimes, they change fast. There was a time when you could buy a stock, hold it for 40 years, and have a good chance of doing well. This is less likely today. Markets were steadier. Business moats used to last longer. Business cycles were slower. Today? A company’s trajectory can shift overnight. Information spreads instantly. New technologies reshape industries. Entire sectors evolve—or vanish—within a few years. And the market reflects these shifts in real time. That’s why I use the High Growth Hedge Strategy: ↳ Fundamentals help identify strong companies with sound business models ↳ Momentum signals which of them the market is actually rewarding ↳ Hedging protects capital from downturns or unexpected reversals Your portfolio must evolve with the world. If it doesn’t, your returns will eventually pay the price. How are you adjusting your strategy in a world that moves this fast?

Why hedging matters Especially at scale Volatility is part of the game. But if you’re targeting higher returns, the drawdowns get larger and more uncomfortable as portfolio size grows. That’s where hedging makes a real difference. It’s not about avoiding risk. It’s about controlling it. By limiting losses, recovery is faster, and compounding stays intact. Over time, that gap becomes exponential. Hedging isn’t just a tool. It’s a mindset. It protects capital, preserves client confidence, and keeps long-term strategies on track. Are you using hedging as part of your risk management playbook?

A sector rotation is happening in stocks That's a discussion we had yesterday on my VIP Group monthly call. And I want to share with you the insights: 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 “𝗠𝗮𝗴𝗻𝗶𝗳𝗶𝗰𝗲𝗻𝘁 7”: After two years of absolute leadership, the sector is taking a natural pause: high valuations and consolidation below the 200-day moving average reveal short-term fatigue. 𝗡𝗲𝘄 𝗹𝗲𝗮𝗱𝗲𝗿𝘀: Several mid- and small-cap stocks are already breaking all-time highs, even with the S&P 500 still below its 200-day average. Highlights include biotech (VRNA, TGTX, ADMA), selective European tech (SAP), natural gas distribution names, and a few under-the-radar consumer companies. 𝗡𝗲𝘁𝗳𝗹𝗶𝘅 & 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿: Both show exceptional relative strength. However, Netflix is trading in an extended zone; new entries now require disciplined stop management. Palantir, though expensive by traditional metrics, continues to exceed consensus expectations and could reach new highs. But it no longer offers the same asymmetry it did months ago. 𝗖𝗵𝗶𝗻𝗮 𝗮𝗻𝗱 𝗔𝘀𝗶𝗮 𝗲𝘅-𝗨.𝗦.: Companies with minimal exposure to the U.S. market, such as Xiaomi (XIACY) and Sea Ltd. / Shopee (SE), are emerging as candidates to lead the next cycle. Strong traction outside the U.S., proprietary production chains, and projected EPS growth above 40% annually are key differentiators. What are your thoughts about it?  Are you adjusting your exposure in line with this shift?