Apoena Researchhttps://apoenaresearch.com/research/2026-08-25T00:00:00ZA Temporary Bid for the Long Endhttps://apoenaresearch.com/research/temporary-bid-long-end-2026-08-25/2026-08-25T00:00:00ZTreasury buybacks can repair liquidity. They cannot repair the fiscal path.Rates, Liquidity and Market Pricinghttps://apoenaresearch.com/research/risco-liquidez-precificacao-2026-04-03/2026-04-03T00:00:00ZSofter US inflation did not yet justify chasing duration; Blue Owl's redemption requests were a liquidity signal, not a credit event.Samsung Electronics: Valuation Modelhttps://apoenaresearch.com/research/samsung-electronics-valuation-model-2024/2024-12-11T00:00:00ZA segment-by-segment DCF with peer comparables, built in December 2024 and kept as it was.