Compondo a Tese - 15/08/2025

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.https://exame.com/economia/ipca-fica-em-026-em-julho-abaixo-do-esperado-inflacao-acumulada-de-12-meses-fica-em-523/https://www.infomoney.com.br/economia/passagens-aereas-sobem-1992-no-ipca-e-exercem-2a-maior-pressao-atras-de-energia/https://www.noticiasagricolas.com.br/noticias/carnes/405847-filipinas-abrem-mercaod-para-carne-bovina-com-osso-e-miudos-do-brasil.htmlhttps://www1.folha.uol.com.br/poder/2025/08/zanin-marca-para-2-de-setembro-julgamento-de-bolsonaro-por-trama-golpista.shtmlhttps://www.seudinheiro.com/2025/empresas/direcional-dirr3-aprova-desdobramento-de-acoes-entenda-a-operacao-davs/https://www.seudinheiro.com/2025/bolsa-dolar/outra-rival-para-a-b3-csd-br-recebe-r-100-milhoes-do-citi-morgan-stanley-e-ubs-para-criar-nova-bolsa-no-brasil-paty/https://www.moneytimes.com.br/vale-vale3-justica-aprova-encerramento-de-recuperacao-judicial-da-samarco-vtra/https://valor.globo.com/empresas/noticia/2025/08/13/allied-aprova-reduo-de-capital-de-r-180-milhes-e-devolver-dinheiro-aos-acionistas.ghtmlhttps://financenews.com.br/2025/08/klabin-klbn11-celebrou-memorando-de-entendimentos-com-investidor-institucional-para-o-investimento-em-2-spes/https://valor.globo.com/empresas/noticia/2025/08/14/vibra-coloca-comerc-a-venda-dizem-fontes.ghtmlhttps://www.moneytimes.com.br/cogna-cogna-compra-faculdade-de-medicina-vtra/https://istoedinheiro.com.br/petz-passa-a-vender-planos-de-saude-para-animais-na-internethttps://www.infomoney.com.br/mercados/grupo-toky-home24-conclui-venda-4275-das-acoes-e-dois-conselheiros-renunciam/https://exame.com/agro/minerva-diz-que-impacto-do-tarifaco-sera-neutro-e-estrategia-e-remanejar-exportacoes-para-os-eua/https://financenews.com.br/2025/08/azul-azul4-obtem-aprovacao-para-acordo-com-a-aercap-em-tribunal-dos-eua/https://www.moneytimes.com.br/yduqs-yduq3-compra-unifametro-por-r-62-milhoes-mais-earn-out-entenda-a-operacao-lmrs/https://podcasts.apple.com/br/podcast/tarifas-de-trump-exp%C3%B5em-falha-de-lula-em/id203963267?i=1000721504351&l=en-GBhttps://podcasts.apple.com/br/podcast/space-trucks-one-startups-plan-to-get-the-u-s-back-on-the-moon/id1234320525?i=1000721176324&l=en-GBhttps://podcasts.apple.com/br/podcast/tarifa%C3%A7o-gera-queda-da-infla%C3%A7%C3%A3o-que-est%C3%A1-desacelerando/id265071481?i=1000721682371&l=en-GBhttps://podcasts.apple.com/br/podcast/state-department-drops-criticism-of-israel-and/id78304589?i=1000721725010&l=en-GBhttps://podcasts.apple.com/br/podcast/sudans-famine-worsens-as-civil-war-intensifies-we-have/id78304589?i=1000721724696&l=en-GBThe Sprawling Government Effort to Prosecute Barack Obamahttps://podcasts.apple.com/br/podcast/the-sprawling-government-effort-to-prosecute-barack-obama/id1200361736?i=1000721789717&l=en-GBTrump Dips into NVIDIA’s Chipshttps://podcasts.apple.com/br/podcast/trump-dips-into-nvidias-chips/id1302281912?i=1000722057026&l=en-GBhttps://podcasts.apple.com/br/podcast/how-far-right-activist-laura-loomer-is-shaping-the/id78304589?i=1000721870955&l=en-GBhttps://podcasts.apple.com/br/podcast/ms-rachel-on-advocating-for-gazas-children-i-wish-leaders/id78304589?i=1000721873254&l=en-GBFrozen conflict? A special episode in the Arctichttps://podcasts.apple.com/br/podcast/frozen-conflict-a-special-episode-in-the-arctic/id151230264?i=1000721936904&l=en-GBEscalada autoritária de Eduardo Bolsonaro exige reação de autoridades brasileirashttps://podcasts.apple.com/br/podcast/escalada-autorit%C3%A1ria-de-eduardo-bolsonaro-exige/id1552208254?i=1000721975472&l=en-GBhttps://podcasts.apple.com/br/podcast/diferente-do-que-alega-defesa-bolsonaro-n%C3%A3o-fez-gesto/id203963267?i=1000721972840&l=en-GBhttps://podcasts.apple.com/br/podcast/bolsonaro-%C3%A9-respons%C3%A1vel-por-um-preju%C3%ADzo-de-r%24-30/id203963267?i=1000721967224&l=en-GB