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letters
Por que o Brasil não cresce?
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13 min de leituraRead moreEm nossa última carta, falamos sobre dez crises que o Brasil enfrentou desde o Plano Real e como a bolsa se comportou em cada uma…
Latest letters
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Read more30 years of crises in Brazil
Na carta desse mês, relembramos as 10 maiores quedas do Ibovespa desde o Plano Real e como o mercado brasileiro,…
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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...