Avalon Capital Newsletters
Marcius Lima, Guilherme MagalhaesNotícias e comentários sobre a Avalon e o mercado financeiro.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | avaloncapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Como a tecnologia engoliu o mercado americano (duas vezes!)
Para quem acompanha o mercado há tempo suficiente, a concentração de empresas de tecnologia no topo do S&P 500 hoje tem um ar de déjà vu. Mas olhar apenas para o peso percentual no índice é ignorar a mudança fundamental que aconteceu sob a ...
Sua carteira de investimentos responde às perguntas erradas
No mercado financeiro, a conversa com um assessor/consultor de investimentos geralmente começa com um roteiro conhecido: gráficos coloridos, performance passada e a clássica pergunta sobre sua "tolerância ao risco". O foco invariavelmente s...
Um jogo completamente novo
Outro dia, num teste de curiosidade, decidi levar minha capacidade operacional ao limite. O experimento: 8 prompts simultâneos do Claude Code, cada um executando uma tarefa diferente. Durou até o notebook acusar a minha ousadia com uma tela...
Por um novo benchmark
A evolução exponencial da Inteligência Artificial nos últimos meses vem propiciando uma verdadeira revolução operacional em nossa gestora. Em 2025, estamos implementando uma arquitetura de trabalho completamente nova.
Authors
The writers behind this newsletter.
Gestor da Avalon Capital.
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