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letters
30 years of crises in Brazil
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14 min readRead moreIn this month's letter, we look back at the 10 largest drops in the Ibovespa since the Plano Real and how the Brazilian market, despite recurring crises, has always...
Latest letters
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Read moreEpistemology in investments
In this month's letter, we discuss the importance of theoretical knowledge in investments, contrasting it with the empirical Brazilian culture. The experience...
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Read moreStocks or Fixed Income: the Brazilian investor's dilemma
The Brazilian investor faces a dilemma between stocks and fixed income, especially with the low allocation to equities. Despite the…
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Read moreImpacts of population aging
In this month's letter, we commented on the impacts of population aging on the global economy. The drop in fertility rates…
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Read moreOur investment in BAT
In this month's letter, we discuss the investment in British American Tobacco (BAT) as part of the internationalization strategy for the...
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Read morePax Americana
In this month's letter, we comment on the impact of Trump's second term on the global economy and geopolitics, and we analyze...
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Read moreHow to separate the wheat from the chaff
In this month's letter, we shared the general principles of the methods adopted at Ártica to select investment theses. The process...
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Read moreIs it possible to overcome the CDI?
The Ibovespa recorded negative performance in 2024, while the Ártica Long Term FIA fund managed to outperform the CDI. In...
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Read moreWhy have private pension?
Private pension plans are essential to guarantee retirement, especially considering the shortcomings of the Brazilian public system. In this month's letter...