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Avalon Capital Newsletters

Marcius Lima

Notícias e comentários sobre a Avalon e o mercado financeiro.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues4SubscribersRead avaloncapital.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Systematic Macro: o caso do IPCA+

No dia 09 de maio de 2024, foi negociada a primeira cota do Avalon FIA, o fundo de ações sistemático da gestora. Antes de entrar nas estratégias e características do fundo, gostaria de explicar um pouco a respeito do que é a gestão sistemát...

2 months ago
3
0

Episódio piloto do Podcast da Avalon

Nesse mês de Setembro lançamos o primeiro episódio do nosso Podcast. A ideia é trazer conteúdo sobre o mundo quantitativo e novidades da Avalon de forma descontraída. Vamos quebrar a barreira do tecnicismo e ficar cada vez mais próximos dos...

3 months ago
4
0

O discurso de Roger Federer e o mercado

“In tennis, perfection is impossible… In the 1,526 singles matches I played in my career, I won almost 80% of those matches… Now, I have a question for you… what percentage of the POINTS do you think I won in those matches?

3 months ago
5
0

Nossa história

“My algorithm has always been: you get smart people together and you give them a lot of freedom. Create an atmosphere where everyone talks to everyone else. Provide the best infrastructure. And make everyone partners.” Jim Simons.

4 months ago
9
0

Authors

The writers behind this newsletter.

  • Marcius Lima

    Gestor da Avalon Capital.

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