DUnderdog’s Newsletter
D Underdog, Christian LupinacciGestor de Recursos. Curadoria e análise profunda de relatórios de sell-side globais e domésticos. Investimento de recursos relevantes em inteligência de mercado para destrinchar dados e trazer insights acionáveis para analistas e tomadores de risco.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 240 | Founded | 4 years ago | Last Issue | 2 months ago |
| Active | Language |  Portuguese | |||
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dunderdog.substack.comLatest Issues
O Paradoxo Fiscal de 2026
Arrecadação Máxima, Gasto Antecipado e a Fronteira do Risco
No último texto, falamos sobre o eventual corner de credibilidade do Banco Central do Brasil, expondo como a autarquia capitulou metodologicamente ao esticar o horizonte relevante...
Streetwise
Para quem toma risco e analisa mercados, as biografias de Wall Street costumam se dividir em dois grupos: os manuais românticos de autoajuda corporativa e os relatos de trincheira. No entanto, o recente lançamento de Lloyd Blankfein, “Stree...
Corner de Credibilidade
E o caminho da desconfiança
Na última semana, com novidades de peso por parte do COPOM e do FOMC, precisamos consolidar o cenário macroeconômico vigente e trazer uma avaliação para o componente de maior atenção para os fundos multimercado:...
O Viés Escondido das Urnas
E a montagem de defesa no "kit Brasil"
Após analisarmos o desmonte operacional da Faria Lima e o regime de um pouco mais de cautela que chega em Wall Street, precisamos trazer a lupa para o componente que costuma gerar os maiores choques d...
A Grande Purga
Por que a crise da indústria de fundos transcende o ciclo macroeconômico e redesenha de forma definitiva o ecossistema de Wealth Management brasileiro.
Introdução: Além do Diagnóstico Superficial
Nas últimas semanas, o debate na Fa...
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Authors
The writers behind this newsletter.
Informação e inteligência sobre os mercados financeiros.
Portfolio Manager
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