In this month's letter, we share our current view on the potential impacts of AI, striving to be as pragmatic and realistic as possible…

In this month's letter, we discuss the dynamics of market fluctuations, using the movement of the pendulum, an analogy created by Howard...

In this month's letter, we comment on two cases that gained market attention in January: the Lojas Americanas deficit…

This month's letter focuses on the difficulties of investing following a truly long-term fundamentalist philosophy…

In this month's letter, we explain the issues surrounding the Transition PEC and why the market may have…

In this month's letter, we answer the following questions: What are the prospects for the post-election scenario? What to expect…

In this month's letter, we comment on the results of the first round of elections, the composition of the Senate and the Chamber of Deputies, and...

In this month's letter, we explain what drives major market movements that sometimes seem irrational.