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letters
Navigating turbulent waters
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7 reading minutesRead moreWe ended 2025 with a return of 38.76% in the Ártica Long Term FIA, almost 5% above the IBOV's 33.95%, but it wasn't a period of…
Latest letters
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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...
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Read moreThe 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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Read moreBets 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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Read moreSimplified monetary policy
In this month's letter, we discuss monetary policy in Brazil, explaining how the SELIC rate influences inflation and…