Compondo a Tese - 14.06.2024

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. IPCA https://forbes.com.br/forbes-money/2024/06/ipca-sobe-mais-que-o-esperado-em-maio-com-impacto-de-enchente-no-rs/ CPI https://exame.com/economia/cpi-inflacao-nos-eua-fica-estavel-em-03-em-maio-taxa-anual-fica-em-33/ Fed mantém taxa de juros https://br.investing.com/news/economic-indicators/fed-mantem-taxa-de-juros-entre-525-e-55-conforme-expectativas-1256909 IBC-Br https://istoedinheiro.com.br/ibc-br-sobe-181-em-12-meses-ate-abril-e-163-no-1o-tri-ante-mesmo-periodo-de-2023/ ‘Freedom to eat beef’ : Chinese https://www.scmp.com/economy/economic-indicators/article/3266167/chinas-freedom-eat-beef-belies-farmers-mood-udder-chaos-cash-cow-hits-tipping-point Campos Neto https://www1.folha.uol.com.br/colunas/painelsa/2024/06/campos-neto-sinalizou-a-tarcisio-que-aceita-ser-ministro-da-fazenda.shtml Dasa (DASA3) https://www.moneytimes.com.br/dasa-dasa3-pode-segregar-participacao-na-rede-de-hospitais-com-amil-e-listar-a-impar-no-novo-mercado-da-b3-entenda-lmrs/ Solví e Braskem https://exame.com/insight/solvi-e-braskem-se-unem-em-jv-de-gestao-de-residuos-de-r-14-bi/p Suzano Lenzing https://braziljournal.com/suzano-entra-no-mercado-textil-comprando-15-da-lenzing/ Marisa https://www.moneytimes.com.br/marisa-lojas-amar3-aprova-aumento-de-capital-de-ate-r-750-milhoes-jcav/ Ultrapar https://www.infomoney.com.br/mercados/ultrapar-compra-517-de-empresa-que-comercializa-energiax-por-r-110-milhoes/ Vitru Educação https://br.investing.com/news/stock-market-news/acoes-da-vitru-educacao-vtru3-serao-negociadas-na-b3-a-partir-desta-segunda-1255704 Eletrobras https://pipelinevalor.globo.com/negocios/noticia/eletrobras-vende-termicas-para-ambar-dos-irmaos-batista-por-r-47-bi.ghtml MEC suspende novos cursos EAD https://podcasts.apple.com/br/podcast/conselho-nacional-de-educa%C3%A7%C3%A3o-apoia-decis%C3%A3o-do-mec/id1588271061?i=1000658510565 A réplica do ‘gabinete do ódio’ https://podcasts.apple.com/br/podcast/a-r%C3%A9plica-do-gabinete-do-%C3%B3dio-no-governo-lula/id1220490254?i=1000658719507 Juscelino Filho só cai se o União Brasil abandoná-lo https://podcasts.apple.com/br/podcast/apesar-de-todas-as-provas-da-pf-juscelino-filho-s%C3%B3/id203963267?i=1000658899255 PL do aborto contra a vida de crianças e adolescentes violentadas https://podcasts.apple.com/br/podcast/projeto-contra-lula-mas-na-verdade-contra-a-vida/id203963267?i=1000659055973 'Torna mulher que foi vítima de violência, mais uma vez violentada https://podcasts.apple.com/br/podcast/torna-mulher-que-foi-v%C3%ADtima-de-viol%C3%AAncia-mais-uma/id203963267?i=1000659021358 O projeto que iguala aborto a homicídio https://podcasts.apple.com/br/podcast/o-projeto-que-iguala-aborto-a-homic%C3%ADdio/id1477406521?i=1000658856119 CEO das Lojas Renner https://podcasts.apple.com/br/podcast/aprova%C3%A7%C3%A3o-da-taxa-das-blusinhas-ainda-n%C3%A3o-garante-a/id1371669233?i=1000659020938 Inside Trump’s Search for a Vice President https://podcasts.apple.com/br/podcast/inside-trumps-search-for-a-vice-president/id1200361736?i=1000658886558 Elon Musk’s Unusual Relationships With Women at SpaceX https://podcasts.apple.com/br/podcast/elon-musks-unusual-relationships-with-women-at-spacex/id1469394914?i=1000658831679 What Cities Can Teach Us About Life Online https://podcasts.apple.com/br/podcast/what-cities-can-teach-us-about-life-online/id1258635512?i=1000658889296 Pretending in Prison https://podcasts.apple.com/br/podcast/pretending-in-prison/id1438924421?i=1000655423537 Inside North Korea https://podcasts.apple.com/br/podcast/inside-north-korea/id1042631089?i=1000657925526 Inside the Unsolved 2014 Attack on a Furry Convention https://podcasts.apple.com/br/podcast/inside-the-unsolved-2014-attack-on-a-furry-convention/id1554115325?i=1000658198766