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 | 243 | Founded | 5 years ago | Last Issue | 14 days ago |
| Active | Language |  Portuguese | |||
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dunderdog.substack.comLatest Issues
A Ilusão do Dividendo da Paz
Peter Apps, a Fragmentação Multidomínio e a Nova Cartografia do Conflito Global
Durante três décadas, o consenso econômico global e os comitês de alocação de risco operaram sob um pressuposto silencioso: o de que as guerras de atrito indus...
A Dínamica da Insolvência Soberana e a Ilusão do Mercado Acionário:
O Raio-X de Ray Dalio e as Fraturas Ocultas do S&P 500
Em seu tratado macroeconômico publicado em 2025, How Countries Go Broke: The Big Cycle (https://link.amazon/B0cco3xzg), Ray Dalio sistematizou o mecanismo que dita o ciclo de ascensão,...
Quanto custa não saber quem ganha?
O mercado está comprando o possível rali das eleições via opções de EWZ. Fui olhar quanto essas opções custaram nas quatro eleições anteriores e o que o preço delas revelou sobre cada uma.
Faltam poucos dias para o primeiro turno das eleiç...
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...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Informação e inteligência sobre os mercados financeiros.
Portfolio Manager
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