Every action on this page is calibrated to a band. The table below is a permanent reference — check your band, act accordingly. You are currently in the High Alert Band (61–80).
At JI 75, the appropriate family response is structured, methodical preparation — not urgency, not panic. The goal is to ensure that if the index moves toward 81, you have already done the thinking and completed the groundwork. These steps are measured in weekends, not emergencies.
Preparation begins with documentation. These steps cost nothing and take an afternoon.
You do not need to move. You need to know what you would do if you chose to — or needed to.
Thinking about Brazil for your family? Miradouro Asset Management, with its network of trusted advisors, can support your research and planning — visas, tax, and investments.
Start the conversation →This is about ensuring your financial life is not entirely dependent on a single jurisdiction's stability.
At JI 75, the greatest risk is not ignorance. It is noise. Most daily news is not a leading indicator for what this framework tracks.
The most important preparatory step is the simplest and most neglected: talking to the people who would be affected.
Clarity about what this framework does not say matters as much as what it does.
At JI 75, organisations face structural risk that individual planning does not address: supply chain fragility, workforce geographic exposure, regulatory discontinuity, and the need to communicate coherently with boards and investors about geopolitical tail risk.
Corporate exposure at JI 75 is specific to your footprint, supply chain, and sector. Generic risk frameworks do not capture it.
Boards and investors are asking questions that standard risk reports do not answer. The Jamie Index provides a structured, methodology-backed instrument for that conversation.
Jamie Capital refers companies to specialist consultants who facilitate a structured half-day or full-day workshop, tailored to your sector and geographic footprint. The workshop covers: reading and applying the Jamie Index to your specific risk profile, supply chain and workforce scenario planning at JI 75, board communication and governance preparation, and contingency trigger-mapping for the transition to JI 81.
At JI 75, the structural conditions for a geopolitical hedge are more present than at any point since 1972. The framework points toward Brazilian real assets as the primary refuge — geographic distance from the North Atlantic arc, resource self-sufficiency, and liquid capital markets. The full investment thesis, asset-class breakdown, and portfolio review are handled by Miradouro Asset Management, the licensed investment manager for Jamie Index-referenced portfolios.
At JI 42 (January 2025) the asymmetric return was at its maximum — Brazilian real assets priced for Stability, institutional fracture just beginning. At JI 63 (February 2026) it had narrowed but remained meaningful. At JI 75, with Critical band entry projected August 2026 under the baseline scenario, this is the late-cycle positioning window.
The investor who waits for JI 81 to act buys the consensus at peak cost with the most compressed timeline. The repricing from Stability to Disruption will have already occurred. That window does not reopen. The current buffer is 6 points at a rate of 2.2 points per month.
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