Compondo a Tese - 09.02.2024

Notas do episódio

Atenção (disclaimer): Os dados aqui apresentados representam minha opinião pessoal. Não são de forma alguma indicações de compra ou venda de ativos no mercado financeiro. Folga no Ibovespa (IBOV): Bolsa de valores não terá pregão durante o Carnaval; veja quando volta https://www.moneytimes.com.br/folga-no-ibovespa-ibov-bolsa-de-valores-nao-tera-pregao-durante-o-carnaval-veja-quando-volta/ IPCA https://www.moneytimes.com.br/ipca-inflacao-comeca-2024-desacelerando-para-042-em-janeiro-confira/ Cielo (CIEL3): Banco do Brasil e Bradesco oferecem R$ 5,35 por ação https://www.moneytimes.com.br/cielo-ciel3-banco-do-brasil-e-bradesco-oferecem-r-535-por-acao-para-tirar-empresa-da-bolsa/ Natura&Co (NTCO3) https://www.infomoney.com.br/mercados/naturaco-ntco3-conselho-autoriza-avaliar-separacao-entre-naturaco-latam-e-avon/ TCU vê indício de prejuízo de R$ 500 mi em operação da Petrobras https://www.poder360.com.br/justica/tcu-ve-risco-de-prejuizo-de-quase-r-500-mi-a-petrobras-com-a-unigel/ Presidente da Arezzo diz que principal sinergia com Soma https://www.moneytimes.com.br/presidente-da-arezzo-diz-que-principal-sinergia-com-soma-vira-da-criacao-de-calcados-e-acessorios-para-marcas-farm-e-animale/ Roda Viva | Rogério Marinho | 05/02/2024 https://podcasts.apple.com/br/podcast/roda-viva-rog%C3%A9rio-marinho-05-02-2024/id1483511325?i=1000644364217 Caso Transparência Internacional https://podcasts.apple.com/br/podcast/caso-transpar%C3%AAncia-internacional-afirma%C3%A7%C3%A3o-desse-sentido/id203963267?i=1000644349093 Decisão de Toffoli sobre Transparência Internacional https://podcasts.apple.com/br/podcast/decis%C3%A3o-de-toffoli-sobre-transpar%C3%AAncia-internacional/id203963267?i=1000644244982 Did pandemic business support work? https://podcasts.apple.com/br/podcast/did-pandemic-business-support-work/id1320118593?i=1000644413415 El Salvador Decimated Gangs. But at What Cost? https://podcasts.apple.com/br/podcast/el-salvador-decimated-gangs-but-at-what-cost/id1200361736?i=1000644471985 How Global Shippers Are Dealing With a Worsening Red Sea Crisis https://podcasts.apple.com/br/podcast/how-global-shippers-are-dealing-with-a-worsening-red/id1056200096?i=1000643773719 North Korea https://podcasts.apple.com/br/podcast/is-north-korea-preparing-for-war/id1478397490?i=1000644147417 El Salvador https://podcasts.apple.com/br/podcast/el-salvadors-vice-president-discusses-controversial/id78304589?i=1000643997364 Taylor Swift https://podcasts.apple.com/br/podcast/how-taylor-swift-became-the-latest-target-of-right/id78304589?i=1000643997304 The case for cursing https://podcasts.apple.com/br/podcast/the-case-for-cursing/id1554578197?i=1000643638345 PF Governo https://podcasts.apple.com/br/podcast/saiba-o-que-mostram-os-v%C3%ADdeos-da-reuni%C3%A3o-ministerial/id203963267?i=1000644751614 https://podcasts.apple.com/br/podcast/mour%C3%A3o-conclamar-rea%C3%A7%C3%A3o-das-for%C3%A7as-armadas-%C3%A9-desdobramento/id1588271061?i=1000644691773 https://podcasts.apple.com/br/podcast/v%C3%ADdeo-que-mostra-bolsonaro-e-aliados-falando-sobre/id203963267?i=1000644676593 https://podcasts.apple.com/br/podcast/v%C3%ADdeo-da-reuni%C3%A3o-de-bolsonaro-com-ministros/id203963267?i=1000644643625 https://podcasts.apple.com/br/podcast/fase-mais-importante-da-investiga%C3%A7%C3%A3o-do-8-de-janeiro/id203963267?i=1000644656792 https://podcasts.apple.com/br/podcast/se-a-pris%C3%A3o-de-bolsonaro-vier-ser%C3%A1-em-uma/id203963267?i=1000644656791 https://podcasts.apple.com/br/podcast/general-alvo-da-pf-teria-garantido-a-bolsonaro-que/id203963267?i=1000644658818 https://podcasts.apple.com/br/podcast/ideia-de-que-for%C3%A7as-armadas-como-um-todo-n%C3%A3o-queriam/id203963267?i=1000644666312 https://podcasts.apple.com/br/podcast/vera-magalh%C3%A3es-8-de-janeiro-n%C3%A3o-%C3%A9-o-%C3%BAnico-alvo/id203963267?i=1000644631717 https://podcasts.apple.com/br/podcast/malu-gaspar-moraes-manda-pf-recolher-passaporte-de/id203963267?i=1000644623442