-
letters
Como construímos portfólios
|
8 reading minutesRead moreComo construímos portfólios Caros investidores, Nas duas últimas cartas, escrevemos sobre como buscamos oportunidades de investimento e como analisamos o risco existente em cada uma.…
Latest letters
-
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...
-
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...
-
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...
-
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...
-
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.…
-
Read moreBets and the stock market
In this month's letter, we look at the psychology behind gambling addiction and its similarities to behaviors…
-
Read moreSimplified monetary policy
In this month's letter, we discuss monetary policy in Brazil, explaining how the SELIC rate influences inflation and…
-
Read moreThe price of ambition
In this month's letter, we talk about the risk of being dazzled by one's own success, guided by ambition...