Rest Your Trigger Finger: How Governance over Illegal Markets Promotes Welfare

With Gabriel Feltran

Examines how the consolidation of criminal governance by the Primeiro Comando da Capital (PCC) reshaped illicit markets and coincided with a sustained decline in homicide in São Paulo beginning in the early 2000s. Drawing on long-term ethnographic research, internal documents seized by law enforcement, and newly assembled city-level data, argues that the PCC institutionalized governance functions typically associated with the state: monopolizing coercion, providing informal dispute resolution, and regulating drug markets through bureaucratic coordination. The diffusion of these institutions is associated with sharp and demographically concentrated declines in homicide, particularly among young men in peripheral neighborhoods.

Houses for the People, Power for the Gangs: Criminal Capture of Social Housing in Brazil

With Eduardo Mello, Daniel Rio Tinto, Lucas Borba, and Dani Nedal

★ Best Paper — REPAL 2025

Social housing policies aim to decrease inequality by expanding access to secure property rights for low-income families. Argues that large-scale social housing can generate territories of opportunity for criminal organizations when the state's distributive capacity outpaces its coercive capacity. Exploits population thresholds governing Brazil's Minha Casa, Minha Vida program and homicide data for all 5,570 municipalities in a fuzzy regression discontinuity design. Municipalities assigned more housing units experience higher homicide rates, with effects concentrated among demographic groups disproportionately exposed to organized criminal violence.

Homicide and Power Regimes: Four Propositions Toward an Integrative Sociological Theory of Lethal Violence

With Gabriel Feltran

Working paper

Proposes a framework bridging long-term civilizational theories of violence decline and short-term multivariable models by conceptualizing every homicide rate as the sum of Organized Lethal Violence (OLV) and Interpersonal Lethal Violence (ILV). Tested against local, national, and cross-national datasets from low-homicide settings (United States, Europe) and high-homicide contexts (Latin America, Chicago, Baltimore). Finds that hegemonic power regimes — state or not — suppress homicide, whereas contested regimes generate surges in OLV.

How Much Can We Understand about Homicide Dynamics by Looking at Victims' Profiles?

With Gabriel Feltran

Reinterprets a central empirical regularity in homicide research: the strong association between homicide rates and the proportion of male victims. Rather than reflecting demographic composition alone, argues this pattern captures unequal exposure to violent illicit markets. Using individual-level homicide microdata from Brazil, Colombia, the United States, and French overseas departments, shows that higher homicide rates are systematically associated with a concentration of victims who are young, male, racialized, and socioeconomically disadvantaged — indicative of organized criminal violence.

The Cost of Gold: Mining Expansion and Violence in Brazil

With Sofia Amaral and Daniel Rio Tinto

In progress

Provides causal evidence that gold price shocks increase violence and displacement in the Brazilian Amazon. Using a Bartik instrument and satellite-based measures of mining activity, shows that expansions in wildcat gold mining raise homicide rates and forced displacement of peasants, with disproportionate impacts on non-white populations. Challenges the view that formalization of gold extraction mitigates conflict.

A Novel Method to Estimate Floating Populations in Dense Urban Contexts, with Applications to Cellphone Theft in São Paulo

With João Luiz Becker, Jonathan P. Correia, Eduardo Francisco, Roberto Speicys

In progress

Proposes a methodological framework based on spatial statistics and heterogeneous data fusion to compare spatial patterns of crime concentration when rates are normalized by resident population versus dynamic floating population. Using georeferenced cell phone theft data, shows that central areas of São Paulo observe less relative crime than peripheral areas once floating population is accounted for — reversing the pattern observed using census denominators.

Cracking Down on Crack-Land: Assessing the Impacts of Thirty Years of Failed Policies

With Alei Santos, Juliana Camargo, and others

In progress · Multiple papers expected

Downtown São Paulo has hosted a large-scale open drug scene since the 1990s and the beginning of the crack epidemic. Studies the urban, social, and economic consequences of this sustained policy failure.

Full-Day Schooling and Life Trajectories: Impact Evaluations

With Alei Santos, Augusto Alves

In progress

The State of São Paulo has implemented a large-scale program to expand the supply of full-day schools. Analyzes its impacts on students and their families, looking at outcomes related to education, health, labor market participation, and criminal involvement.

Randomised Impact Evaluation of a CBT-Based Primary School Program (SEJA) on Crime and Human Capital Formation

With Eduardo Mello and Juliana Camargo · Funded by IPA P&R, FGV-RPCAP

Dormant