Former CFO · CIO · CTO | Four decades of industrial operations across several countries
I write about what institutions won't say out loud — about power, capital, industrial systems, and the structural forces that shape outcomes long before anyone admits they're operating. Everything here is grounded in operational experience, not theory.
Toyota, BYD, and the coalition of vested interests blocking the future. How organized money — oil and gas, legacy automakers, the ICE ecosystem — uses political and regulatory machinery to externalize the cost of its own obsolescence onto everyone else. And why history is not repeating itself. It is compounding.
What foreign executives don't see — until the capital is already in. A forensic map of Brazil's true operating cost: taxation, labor encargos, logistics, software tax stack, and the retroactive legal environment. Composite difficulty score: 9.2/10.
A forensic examination of how money is created, captured, and concentrated — and why the people who pay the most taxes benefit the least from the system they fund.
CFO, CIO, and operational advisory for greenfield industrial operations, turnaround mandates, and multinational expansion. Systems-oriented. Accountability-first.
Long-form analysis of political economy, industrial systems, monetary architecture, and the structural forces that shape outcomes before most people notice them.
Active development of a vertically integrated plastics and industrialized housing facility in São Paulo state, targeting mining, construction, and export markets across South America.
Active since 1984. Working at the intersection of AI tools and operational decision-making — with full disclosure on every published collaboration.
Vertically integrated PVC, PP, PE, and HDPE manufacturing — Jundiaí/Sorocaba corridor, São Paulo. HDPE mining liner, construction cladding, door systems. Export to Chile, Bolivia, Peru. US$25M target.
A multi-part analytical series on capital concentration, monetary architecture, and institutional capture. Includes "The Arithmetic of Capture" and forthcoming "The Arithmetic of Education."
Resequencing the New Flyer Xcelsior XD40 kneeling system to close a passenger safety gap and eliminate stop dwell time overhead through pre-door kneeling automation via J1939 CAN interface.
12-chapter examination of capitalism as a sequence of deliberate institutional constructions across five millennia. Co-bylined with Claude (Anthropic). Full chapter architecture complete.
"Nothing happens by accident."— The through-line across every project, every analysis, every decision.
I am available for advisory conversations with senior executives, board members, investors, and institutional partners evaluating industrial operations, greenfield ventures, or the political economy of the sectors I cover.
I disclose AI collaboration on all published work as a matter of principle and intellectual honesty. I do not take positions I am not prepared to defend with data.
Profile page and full CV are in development. In the meantime, LinkedIn is the fastest path to a direct conversation.