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letters
The New Cold War
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7 reading minutesRead moreWhen we read about history, each episode seems to be clearly initiated by some notable event. The Second World War began on September 1, 1939,…
Latest letters
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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…
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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...
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Read moreThe 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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Read moreWhy 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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Read moreThe 1% per month target 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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Read moreIn 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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Read moreWhy do we invest in Porto?
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…