Por Que Gostamos da Volatilidade da Bolsa Brasileira? Caros investidores, Este ano o Ibovespa começou em 161 mil pontos, subiu…

Os Juros e o Ciclo de Capital Caros investidores, Entre 2009 e 2021, tivemos taxas de juros notavelmente baixas no…

O problema do endividamento público brasileiro é bem conhecido e piorou muito no passado recente. Entre 2010 e 2025, nossa…

In the early morning of February 28, 2026, the United States and Israel launched surprise air strikes against…

When we read about history, each episode seems to be clearly initiated by some notable event. The Second World War began in…

The Brazilian stock market began the year with an unexpected surge, resulting from foreign capital entering the country. The most common explanation…

We ended 2025 with a return of 38.76% in the Ártica Long Term FIA, almost 5% above the IBOV's 33.95%, but…

In the last two letters, we wrote about how we seek investment opportunities and how we analyze the risk involved in each one...

There's far more glamour in trying to understand how a company can be extremely successful than in investigating everything about it…

There is a tendency to believe that extraordinary results come from extraordinarily complex methods. This is true in some cases, but...