Compondo a Tese - 28/02/2025

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.IPCA-15 sobe 1,23% em fevereiro e tem maior alta para o mês desde 2016https://www.cnnbrasil.com.br/economia/macroeconomia/previa-da-inflacao-ipca-15-sobe-123-em-fevereiro-diz-ibge/Taxa de desemprego sobe para 6,5% no trimestre encerrado em janeirohttps://istoedinheiro.com.br/taxa-de-desemprego-sobe-para-65-no-trimestre-encerrado-em-janeiro/EXCLUSIVO: Azzas 2154 enxuga portfólio e revende a Baw para ex-donoshttps://neofeed.com.br/negocios/azzas-2154-enxuga-portfolio-e-revende-a-baw-para-ex-donos/Hidrovias do Brasil vende operações de cabotagem para Norsulhttps://www.infomoney.com.br/mercados/hidrovias-do-brasil-vende-operacoes-de-cabotagem-para-norsul/As vozes da tentativa de golpehttps://podcasts.apple.com/br/podcast/as-vozes-da-tentativa-de-golpe/id1477406521?i=1000695704197Eleição 2026: as cartas na mesahttps://podcasts.apple.com/br/podcast/elei%C3%A7%C3%A3o-2026-as-cartas-na-mesa/id1477406521?i=1000696094504Trump and Musk preview more cuts to federal workforce in first Cabinet meetinghttps://podcasts.apple.com/br/podcast/trump-and-musk-preview-more-cuts-to-federal-workforce/id78304589?i=1000696389838A look at the misleading and incorrect claims on DOGE’s ‘wall of receipts’https://podcasts.apple.com/br/podcast/a-look-at-the-misleading-and-incorrect-claims-on/id78304589?i=1000696389259He Was America’s Highest-Ranking Military Officer. Then Came the War on D.E.I.https://podcasts.apple.com/br/podcast/he-was-americas-highest-ranking-military-officer-then/id1200361736?i=1000696516894Trump 2.0: A Big, Beautiful Billhttps://podcasts.apple.com/br/podcast/trump-2-0-a-big-beautiful-bill/id1469394914?i=1000696773177Trump 2.0: The Art of the Dealhttps://podcasts.apple.com/br/podcast/trump-2-0-the-art-of-the-deal/id1200361736?i=1000696771111She Fell in Love With ChatGPT. Like, Actual Love. With Sex.https://podcasts.apple.com/br/podcast/she-fell-in-love-with-chatgpt-like-actual-love-with-sex/id1200361736?i=1000695824606Alternate Realities: A Strange Bethttps://podcasts.apple.com/br/podcast/alternate-realities-a-strange-bet/id1091709555?i=1000694434096Alternate Realities: Down the Rabbit Holehttps://podcasts.apple.com/br/podcast/alternate-realities-down-the-rabbit-hole/id1091709555?i=1000694437277Alternate Realities: Facing the Factshttps://podcasts.apple.com/br/podcast/alternate-realities-facing-the-facts/id1091709555?i=1000694438175