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6 Lessons Nassim Taleb Taught Me About Luck
25 years after publication, Fooled by Randomness remains one of the most uncomfortable books ever written about markets.
May 28
•
Sandro Vergueiro
12
1
7
Deep Dive: Banco Inter ($INTR)
A Brazilian Digital Bank That Compounded From a Mortgage Shop Into a NASDAQ-Listed Super-App
May 26
•
Sandro Vergueiro
10
2
The Brazil Setup Update: What Changed in 30 Days And Why the Thesis Just Got Even Cheaper
The setup didn't break. The price did. That is not the same thing and the distinction is where the alpha lives.
May 20
•
Sandro Vergueiro
15
2
3
The Fed Throne Is Changing Hands
May 15, 2026. The most powerful economic institution in the world gets a new boss.
May 8
•
Sandro Vergueiro
10
1
2
19 Lessons Howard Marks Taught Me
What one of the great minds of modern finance can teach us about the things that actually matter for investors.
May 4
62
4
18
The Capital & Cycles Equities Portfolio — Month Report
1 month. Twelve names. +8.2%.
May 1
•
Sandro Vergueiro
10
1
5
April 2026
Brazil Setup II → Small Caps (EWZS) Scenario And Five Brazilian Stocks To Keep An Eye
The widest spread between small caps and the Ibovespa in 20 years isn't an anomaly. It’s a signal.
Apr 29
•
Sandro Vergueiro
12
4
We Are NOT In A Bubble.
What the AI bears are getting wrong and the three risks that actually keep me up at night.
Apr 27
•
Sandro Vergueiro
42
22
24
The Capital & Cycles Equities Portfolio - #4
Week four starting now. It's been a crazy ride so far.
Apr 24
•
Sandro Vergueiro
7
5
The Brazil Setup: Why Global Capital Is Rotating South And Five Names To Build a Position
"The only large democracy in the world that is simultaneously a food, water, energy, mineral and carbon superpower, with export routes that do not…
Apr 22
•
Sandro Vergueiro
34
11
14
The Capital & Cycles Equities Portfolio - #3
Week three. So far, so good.
Apr 17
•
Sandro Vergueiro
6
1
1
The Gigawatt Gap
A structural power deficit is quietly derailing the $7 trillion AI buildout
Apr 15
•
Sandro Vergueiro
11
6
2
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