Compondo a Tese - 24/01/2025

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. Trump assume https://istoedinheiro.com.br/trump-assume-hoje-pela-segunda-vez-a-presidencia-dos-estados-unidos/ Donald Trump lança moeda meme $TRUMP https://www.infomoney.com.br/onde-investir/donald-trump-lanca-moeda-meme-trump-pouco-antes-da-posse-e-valor-dispara/ Tarcísio e governo federal https://valor.globo.com/politica/noticia/2025/01/23/tarcisio-diz-que-governo-federal-gasta-onde-nao-deve-e-preve-ano-dificil-em-2025.ghtml IPCA-15 sobe 0,11% em janeiro e 4,50% em 12 meses https://valor.globo.com/brasil/noticia/2025/01/24/ipca-15-sobe-011percent-em-janeiro-e-450percent-em-12-meses.ghtml Globo OPA para fechar capital da Eletromidia (ELMD3) https://www.infomoney.com.br/mercados/globo-protocola-pedido-de-opa-para-fechar-capital-da-eletromidia-elmd3/ Randoncorp (RAPT4) anuncia aquisição https://financenews.com.br/2025/01/randoncorp-rapt4-anuncia-aquisicao-da-companhia-norte-americana-axn-heavy-duty/ CSN (CSNA3) paralisa alto-forno 2 https://www.infomoney.com.br/mercados/csn-csna3-paralisa-alto-forno-2-de-usina-no-rj-para-manutencao/ Conselho da Paranapanema destitui João Nogueira Batista do cargo de diretor-presidente https://valor.globo.com/empresas/noticia/2025/01/22/conselho-da-paranapanema-destitui-joao-nogueira-batista-do-cargo-de-diretor-presidente.ghtml OceanPact (OPCT3) dispara 8% com classificação em leilão https://www.infomoney.com.br/mercados/oceanpact-opct3-dispara-8-com-classificacao-em-leilao-de-rsv-da-petrobras-petr4/ Diferentemente do que afirmou Trump, os EUA também precisam do Brasil https://podcasts.apple.com/br/podcast/diferentemente-do-que-afirmou-trump-os-eua-tamb%C3%A9m-precisam/id265071481?i=1000685133658 Pardons and Populism: Trump’s First Day Back in the White House https://podcasts.apple.com/br/podcast/pardons-and-populism-trumps-first-day-back-in-the/id1200361736?i=1000684830663 Trump’s Immigration Crackdown Begins https://podcasts.apple.com/br/podcast/trumps-immigration-crackdown-begins/id1200361736?i=1000684996137 Trump Plans to Abandon Clean Energy. Can He Do It? https://podcasts.apple.com/br/podcast/trump-plans-to-abandon-clean-energy-can-he-do-it/id1200361736?i=1000685145371 Trump Declares a ‘Golden Age’ for America https://podcasts.apple.com/br/podcast/trump-declares-a-golden-age-for-america/id1469394914?i=1000684768962 Trump 2.0: A Fast Start to a Second Term https://podcasts.apple.com/br/podcast/trump-2-0-a-fast-start-to-a-second-term/id1469394914?i=1000685294083 Trump unleashes wave of executive orders in promised overhaul of U.S. policies https://podcasts.apple.com/br/podcast/trump-unleashes-wave-of-executive-orders-in-promised/id78304589?i=1000684919591 How the Trump administration is setting the groundwork for mass deportations https://podcasts.apple.com/br/podcast/how-the-trump-administration-is-setting-the/id78304589?i=1000684919536 The potential impacts of Trump's decision to withdraw from the World Health Organization https://podcasts.apple.com/br/podcast/the-potential-impacts-of-trumps-decision-to/id78304589?i=1000684922928 Trump lays out demands in virtual reintroduction to world stage https://podcasts.apple.com/br/podcast/trump-lays-out-demands-in-virtual-reintroduction-to/id78304589?i=1000685242166 The Chaos of Blanket Pardons https://podcasts.apple.com/br/podcast/the-chaos-of-blanket-pardons/id1258635512?i=1000685148226 The New Zuckerberg https://podcasts.apple.com/br/podcast/the-new-zuckerberg/id1614253637?i=1000684522423 NVIDIA: At the Heart of the AI Boom https://podcasts.apple.com/br/podcast/nvidia-at-the-heart-of-the-ai-boom/id1602541473?i=1000684133943 The Karen https://podcasts.apple.com/br/podcast/the-karen/id1376577202?i=1000484583090 The Paper Doll Club https://podcasts.apple.com/br/podcast/the-paper-doll-club/id1376577202?i=1000418564295