Compondo a Tese - 19.01.2024

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. IBC-Br https://br.investing.com/news/economy/ibcbr-sobe-001-em-novembro-de-2023-ante-outubro-com-ajuste-afirma-bc-1198514 Abreu e Lima e do Comperj https://getpocket.com/read/3403516101 Lula quer Mantega na Vale https://br.investing.com/news/stock-market-news/lula-quer-mantega-na-vale-e-silveira-endossa-qualificacao-de-exministro-1198373 Confederações vão ao STF para tentar derrubar isenção de compras até US$ 50 https://istoedinheiro.com.br/confederacoes-vao-ao-stf-para-tentar-derrubar-isencao-de-compras-ate-us-50/ Gerdau (GGBR4) vende participação nas JVs Metaldom por US$ 325 mi https://www.infomoney.com.br/mercados/gerdau-ggbr4-vende-participacao-nas-jvs-metaldom-corp-e-diaco-por-us-325-mi/ Acionista da 3R propõe fusão de ativos com a PetroReconcavo https://braziljournal.com/exclusivo-acionista-da-3r-propoe-fusao-de-ativos-com-a-petroreconcavo/ Oi nomeia Mateus Bandeira CEO e diz que plano de RJ sai este mês https://braziljournal.com/breaking-oi-nomeia-mateus-bandeira-ceo-e-diz-que-plano-de-rj-sai-ainda-este-mes/ Hapvida denúncia de descumprimento de decisões judiciais https://valor.globo.com/empresas/noticia/2024/01/18/acoes-da-hapvida-caem-3percent-apos-denuncia-de-descumprimento-de-decisoes-judiciais.ghtml O que o Mubadala quer na Zamp https://exame.com/exame-in/o-que-o-mubadala-quer-na-zamp-spoiler-nao-e-mudar-o-management/ Casas Bahia: CEO https://exame.com/insight/casas-bahia-nossa-confianca-e-otimismo-estao-muito-a-frente-do-mercado-diz-ceo/p ‘A atitude do PT https://podcasts.apple.com/br/podcast/a-atitude-do-pt-permanentemente-pol%C3%ADtica-cai-em/id203963267?i=1000641856024 ‘administrar com os amigos’ https://podcasts.apple.com/br/podcast/%C3%A9-uma-maneira-de-administrar-com-os-amigos/id203963267?i=1000641991001 ‘Governo está refazendo uma política que deu errado’ https://podcasts.apple.com/br/podcast/governo-est%C3%A1-refazendo-uma-pol%C3%ADtica-que-deu-errado/id265071481?i=1000642085602 Estado Geral https://podcasts.apple.com/br/podcast/estado-geral-tese-de-lula-de-que-lava-jato/id1226660489?i=1000642220263 Lula https://podcasts.apple.com/br/podcast/lula-quer-provar-um-ponto-contra-a-lava-jato-com/id203963267?i=1000642153543 UOL Prime https://podcasts.apple.com/br/podcast/uol-prime-1-a-outra-vers%C3%A3o-da-opera%C3%A7%C3%A3o-escudo-no-guaruj%C3%A1/id1574996957?i=1000642064366 US Oil https://podcasts.apple.com/br/podcast/us-oil-is-booming-and-its-upending-global-markets/id1056200096?i=1000642018700 PepsiCo vs. Carrefour https://podcasts.apple.com/br/podcast/food-fight-pepsico-vs-carrefour/id1469394914?i=1000642021763 Houthis https://podcasts.apple.com/br/podcast/what-the-houthis-really-want/id1200361736?i=1000642080232 Rethinking Strategic Competition with China https://podcasts.apple.com/br/podcast/rethinking-strategic-competition-with-china/id1144663360?i=1000642137194 American doctor who worked in Gaza https://podcasts.apple.com/br/podcast/american-doctor-who-worked-in-gaza-describes-dire-humanitarian/id78304589?i=1000642159412 Using Oil-Industry Tech to Create Clean Energy https://podcasts.apple.com/br/podcast/using-oil-industry-tech-to-create-clean-energy/id1602541473?i=1000641205404 An IPO drought https://podcasts.apple.com/br/podcast/an-ipo-drought-pushes-investors-to-a-murky-marketplace/id1376303362?i=1000641925495 Why are we still buying diamonds? https://podcasts.apple.com/br/podcast/why-are-we-still-buying-diamonds/id1614253637?i=1000628804243 All Aboard the Tuna Rollercoaster! https://podcasts.apple.com/br/podcast/all-aboard-the-tuna-rollercoaster-join-the-king-of/id918896288?i=1000626820608 Plus Sizes https://podcasts.apple.com/br/podcast/plus-sizes/id1455169228?i=1000627749546 Paper and Rubber https://podcasts.apple.com/br/podcast/paper-and-rubber/id1455169228?i=1000623157269