Compondo a Tese - 21/11/2025

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://www.moneytimes.com.br/ibc-br-previa-do-pib-brasileiro-cai-02-em-setembro-jals/https://financenews.com.br/2025/11/trump-retira-tarifa-de-40-sobre-produtos-do-brasil-como-cafe-e-carne/https://veja.abril.com.br/economia/adeus-corretores-plataforma-promete-contratar-plano-de-saude-em-2-minutos/https://financenews.com.br/2025/11/terra-santa-land3-informa-que-4-mil-hectares-nao-correspondem-as-areas-existentes-de-fato/https://financenews.com.br/2025/11/isa-energia-isae4-informa-inicio-da-operacao-comercial-do-bloco-1-do-projeto-piraque/Oncoclínicashttps://valor.globo.com/financas/noticia/2025/11/18/oncoclinicas-tem-r-760-milhoes-aplicados-em-cdbs-do-master-e-so-40percent-estao-provisionados.ghtmlGrupo Mateushttps://valor.globo.com/empresas/noticia/2025/11/18/acao-do-grupo-mateus-desaba-apos-r-1-bi-de-erro-em-estoque-e-pressao-em-governanca.ghtmlMagazine Luiza (MGLU3) e Americanas (AMER3) https://www.moneytimes.com.br/magazine-luiza-mglu3-e-americanas-amer3-lmrs/Pátria Smartfithttps://pipelinevalor.globo.com/negocios/noticia/patria-sonda-bancos-para-venda-de-acoes-da-smartfit.ghtmlCSN (CSNA3) MRS CSN Mineração (CMIN3)https://www.moneytimes.com.br/csn-csna3-discute-venda-de-fatia-na-mrs-logistica-para-a-csn-mineracao-cmin3/Sequoiahttps://br.investing.com/news/stock-market-news/sequoia-aprova-aumento-de-capital-de-r403-mi-1751333Raízen Shellhttps://www1.folha.uol.com.br/colunas/painelsa/2025/11/raizen-faz-acordo-para-encerrar-processo-que-a-acusa-de-impor-preco-a-postos-da-shell.shtmlEnergisa (ENGI11)https://www.infomoney.com.br/mercados/energisa-engi11-aprova-bonificacao-de-acoes-na-proporcao-de-1-para-10/Vibra (VBBR3)https://www.infomoney.com.br/mercados/vibra-vbbr3-anuncia-r-850-mi-em-proventos-e-bonificacao-de-acoes-de-r-800-mi/GPA (PCAR3)http://moneytimes.com.br/gpa-pcar3-negocia-venda-de-participacao-na-financeira-fic-igdl/Tok&Stok e Moblyhttps://www.infomoney.com.br/mercados/tokstok-e-mobly-conselho-do-grupo-toky-aprova-aumento-de-capital-de-r-254-mi/CVMhttps://www.moneytimes.com.br/azul-azul4-confirma-processo-da-cvm-contra-ceo-vtra/Former UK Spy Chiefhttps://podcasts.apple.com/br/podcast/weekend-listen-former-uk-spy-chief-was-paid-to-steal/id1578096201?i=1000736953720&l=en-GBTarcísio de Freitashttps://podcasts.apple.com/br/podcast/pr%C3%A9-campanha-de-tarc%C3%ADsio-de-freitas-j%C3%A1-trata/id203963267?i=1000737085014&l=en-GBA engrenagem de fraudes do INSShttps://podcasts.apple.com/br/podcast/a-engrenagem-de-fraudes-do-inss/id1477406521?i=1000736689199&l=en-GBBanco Master https://podcasts.apple.com/br/podcast/pf-explode-opera%C3%A7%C3%A3o-contra-banco-master-e-descobre/id203963267?i=1000737236615&l=en-GBBanco Masterhttps://podcasts.apple.com/br/podcast/a-fraude-bilion%C3%A1ria-no-banco-master/id1477406521?i=1000737350196&l=en-GBChina Biotechhttps://podcasts.apple.com/br/podcast/china-tests-the-limits-in-the-race-for-biotech-power/id1746141911?i=1000737316342&l=en-GBPL Antifacçãohttps://podcasts.apple.com/br/podcast/aprova%C3%A7%C3%A3o-do-pl-antifac%C3%A7%C3%A3o-reduz-recursos-da-pf-e-muda/id203963267?i=1000737457322&l=en-GB Abortionhttps://podcasts.apple.com/br/podcast/underground-networks-for-abortion-pills-appear-as-states/id78304589?i=1000737497228&l=en-GBVorcarohttps://podcasts.apple.com/br/podcast/caso-vorcaro-concess%C3%A3o-de-habeas-corpus-liberat%C3%B3rio/id203963267?i=1000737574102&l=en-GBUkrainehttps://podcasts.apple.com/br/podcast/white-house-pushes-new-28-point-peace-plan-with/id78304589?i=1000737701349&l=en-GBCrypto Keeps Criminghttps://podcasts.apple.com/br/podcast/crypto-keeps-criming/id1302281912?i=1000737743941&l=en-GBSTFhttps://podcasts.apple.com/br/podcast/por-que-indica%C3%A7%C3%A3o-de-messias-ao-stf-testa-impacto-da/id203963267?i=1000737824815&l=en-GB