Compondo a Tese - 27/02/2026

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://financenews.com.br/2026/02/smartfit-deixa-de-ter-controlador-definido-familia-corona-se-mantem-como-acionista-de-referencia/https://valor.globo.com/empresas/noticia/2026/02/24/gpa-fala-em-incerteza-relevante-sobre-continuidade-operacional-da-empresa.ghtmlhttps://www.moneytimes.com.br/exclusivo-oranjebtc-obtc3-busca-financiamento-de-cerca-de-r-100-milhoes-para-voltar-a-comprar-bitcoin-btc-diz-ceo-rens/https://www.moneytimes.com.br/banco-do-brasil-bbas3-nega-que-alta-de-r-36-bilhoes-na-inadimplencia-esteja-ligada-a-novonor-kda/https://pipelinevalor.globo.com/negocios/noticia/fusao-de-odontoprev-e-bradesco-saude-bradsaude-vale-r-37-bi-e-fara-oferta-de-acoes.ghtmlSpecial Episode: Trump's Tariffs Struck Downhttps://podcasts.apple.com/br/podcast/special-episode-trumps-tariffs-struck-down/id1200361736?i=1000750727923&l=en-GBChaos, Confusion and Defiance: The Global Fallout From the Tariff Rulinghttps://podcasts.apple.com/br/podcast/chaos-confusion-and-defiance-the-global-fallout/id1200361736?i=1000750994330&l=en-GBCan the world catch China in the rare earths race?https://podcasts.apple.com/br/podcast/can-the-world-catch-china-in-the-rare-earths-race/id932499233?i=1000748570998&l=en-GBInvestigation reveals DOJ withheld Epstein files mentioning Trumphttps://podcasts.apple.com/br/podcast/investigation-reveals-doj-withheld-epstein-files-mentioning/id78304589?i=1000751281613&l=en-GBGripe aviária na Argentina coloca Brasil em alertahttps://podcasts.apple.com/br/podcast/gripe-avi%C3%A1ria-na-argentina-coloca-brasil-em-alerta/id265071481?i=1000751721286&l=en-GBInside the Operation to Take Down Mexico’s Biggest Drug Lordhttps://podcasts.apple.com/br/podcast/inside-the-operation-to-take-down-mexicos-biggest-drug-lord/id1200361736?i=1000751731888&l=en-GBUOL Prime #110: O 'salário paralelo' do alto escalão do governohttps://podcasts.apple.com/br/podcast/uol-prime-110-o-sal%C3%A1rio-paralelo-do-alto-escal%C3%A3o-do-governo/id1574996957?i=1000750448123&l=en-GBBlack History Month Is Different This Yearhttps://podcasts.apple.com/br/podcast/black-history-month-is-different-this-year/id1258635512?i=1000750471661&l=en-GBCPMI do INSS aprova quebra de sigilos bancário e fiscal de Lulinha, filho do presidente Lulahttps://podcasts.apple.com/br/podcast/cpmi-do-inss-aprova-quebra-de-sigilos-banc%C3%A1rio-e/id203963267?i=1000751768159&l=en-GBA farra dos penduricalhos e o orçamento público capturadohttps://podcasts.apple.com/br/podcast/a-farra-dos-penduricalhos-e-o-or%C3%A7amento-p%C3%BAblico-capturado/id1477406521?i=1000751848658&l=en-GBAnthropic vs. the Pentagonhttps://podcasts.apple.com/br/podcast/anthropic-vs-the-pentagon/id1302281912?i=1000751884202&l=en-GBHow the ‘Power Game’ Is Reshaping Venezuelahttps://podcasts.apple.com/br/podcast/how-the-power-game-is-reshaping-venezuela/id1578096201?i=1000751817761&l=en-GBIs A.I. Eating the Labor Market? + The Latest on the Pentagon, OpenClaw and Alpha Schoolhttps://podcasts.apple.com/br/podcast/is-a-i-eating-the-labor-market-the-latest/id1528594034?i=1000751908591&l=en-GBGilmar Mendes suspende quebra de sigilos de empresa da família de Toffolihttps://podcasts.apple.com/br/podcast/gilmar-mendes-suspende-quebra-de-sigilos-de-empresa/id203963267?i=1000751968199&l=en-GB