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Proprietary content

Letters





  • Disponível em vídeo
    O risco das dívidas no Brasil

    The Risk of Debt in Brazil

    In June, the European Central Bank began cutting its benchmark interest rate, followed by the Federal Reserve in September.…

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    As bets e a bolsa

    Bets and the stock market

    In this month's letter, we look at the psychology behind gambling addiction and its similarities to behaviors…

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  • Disponível em vídeo
    Política monetária simplificada

    Monetary Policy Simplified

    In this month's letter, we discuss monetary policy in Brazil, explaining how the SELIC rate influences inflation and…

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  • Disponível em vídeo
    O preço da ambição

    The price of ambition

    In this month's letter, we talk about the risk of being dazzled by one's own success, guided by ambition...

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  • Disponível em vídeo
    O mercado erra

    The market makes mistakes

    In this month's letter, we explain why we believe that the prices of some shares on the Brazilian stock exchange today do not reflect…

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  • Disponível em vídeo
    Por que investir em ações fora do Brasil?

    Why invest in stocks outside Brazil?

    In this month's letter, we explain why here at Ártica we still like the Brazilian stock market and why, even so, it did…

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  • Disponível em vídeo
    A armadilha da meta de 1% ao mês

    The 1% per Month Trap

    In this month's letter, we analyze whether the strategy of using a fixed rate of return as a benchmark for increasing or…

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    In Memoriam: Daniel Kahneman

    In Memoriam: Daniel Kahneman

    In this month's letter, we seek to bring some of the knowledge developed by Kahneman that contributed enormously to the analysis processes...

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  • Disponível em vídeo
    Por que investimos em Porto?

    Investment Case – Porto (B3:PSSA3)

    In this month's letter, we tell the story of the investment in Porto (PSSA3), which is one of the largest positions in the portfolio…

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  • Disponível em vídeo
    Breve história do sistema monetário

    A Brief History of the Monetary System

    In this month's letter, we gave a brief summary of how the world arrived at its current monetary system, with banks…

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