Newsletter
Newsletter #7: Dark clouds remain over the market
Welcome back to the seventh edition of our newsletter! As we wrote last week, dark clouds gathered over the stock market. Although these clouds are clearing, they continue to cover the horizon. Where do they come from...
Newsletter #6: DeepSeek shock & tariffs – markets are getting nervous
Welcome back to what is now the sixth edition—it's 10:30 a.m. here in Brasilia, and it's actually a bit rainy and—as is also the case on the stock markets...
Newsletter #5: Trump sworn in, focus on the Fed and big tech earnings
Welcome back to the fifth edition—it's only 9 a.m. here in Brazil, and I'm using the time before breakfast to write the newsletter, so you can...
Newsletter #4: Market relaxation, focus on earnings
Welcome back to the fourth edition—here in my time zone, it's still Sunday, so you won't be able to read this newsletter until Monday. The US markets have had a positive week...
Newsletter #3: Sticky inflation, strong NFPs, and rising volatility
Welcome back to the third edition—and that after some MACRO events that were quite something! The US markets have had a negative week, and the reason for this is also...
Newsletter #2: Happy New Year
Welcome back to the second edition—and with it, we kick off 2025! New Year's Eve and New Year's Day are over, and the US markets have had a relatively quiet week...
Newsletter #1: Welcome to the first newsletter
Welcome to the very first edition of my newsletter—and at the end of the year, no less... I hope you're all as eager to learn from my knowledge as I am to share it with you. I'll try not to bore you too much...