Compondo a Tese - 11/01/2026

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.infomoney.com.br/economia/ipca-inflacao-do-brasil-dezembro-ano-2025/https://br.investing.com/news/stock-market-news/multiplan-faz-acordo-para-vender-10-do-bh-shopping-1790334https://www.moneytimes.com.br/meliuz-cash3-recebe-auto-de-infracao-de-r-307-milhoes-da-receita-federal-e-constesta-lmrs/https://www.moneytimes.com.br/sequoia-seql3-aprova-aumento-de-capital-de-r-1059-milhoes-com-conversao-de-debentures-igdl/https://www.moneytimes.com.br/gol-goll54-laudo-de-avaliacao-para-opa-fixa-preco-em-r-1013-vtra/https://www.infomoney.com.br/mercados/acionista-minoritario-contesta-valor-da-opa-da-neogrid-e-pede-convocacao-de-age/https://www.moneytimes.com.br/azul-azul54-conclui-oferta-de-acoes-bilionaria-como-parte-de-sua-reestruturacao-acionistas-encaram-diluicao-lmrs/https://www.infomoney.com.br/business/cade-prorroga-decisao-sobre-participacao-da-united-na-azul-apos-pedido-de-entidade/Trump plans to ‘run’ Venezuela. What now?https://podcasts.apple.com/br/podcast/trump-plans-to-run-venezuela-what-now/id1438449989?i=1000743768246&l=en-GBFrom President to Defendant: The Legal Case Against Madurohttps://podcasts.apple.com/br/podcast/from-president-to-defendant-the-legal-case-against-maduro/id1200361736?i=1000743800761&l=en-GBInside the U.S. Operation to Oust Venezuela’s Presidenthttps://podcasts.apple.com/br/podcast/inside-the-u-s-operation-to-oust-venezuelas-president/id1200361736?i=1000743684075&l=en-GBWhat Maduro’s Ouster Means for the Global Economyhttps://podcasts.apple.com/br/podcast/what-maduros-ouster-means-for-the-global-economy/id1578096201?i=1000743761282&l=en-GBThe Weekend Intelligence: Operation Midashttps://podcasts.apple.com/br/podcast/the-weekend-intelligence-operation-midas/id151230264?i=1000739975529&l=en-GBColombia's president pushes back against Trump's threats as tensions risehttps://podcasts.apple.com/br/podcast/colombias-president-pushes-back-against-trumps-threats/id78304589?i=1000743898646&l=en-GBVenezuela's interim president sworn inhttps://podcasts.apple.com/br/podcast/venezuelas-interim-president-sworn-in/id137329814?i=1000743966012&l=en-GBVenezuela, After Madurohttps://podcasts.apple.com/br/podcast/venezuela-after-maduro/id1200361736?i=1000743954840&l=en-GBKara Swisher Is Thinking About Life After Trumphttps://podcasts.apple.com/br/podcast/kara-swisher-is-thinking-about-life-after-trump/id1845840408?i=1000743479503&l=en-GBPF investiga se filho de Lula, o Lulinha, foi sócio oculto do careca do INSShttps://podcasts.apple.com/br/podcast/pf-investiga-se-filho-de-lula-o-lulinha-foi-s%C3%B3cio/id203963267?i=1000744151480&l=en-GBCaso Master: 'bancos muito maiores e mais importantes quebraram e não houve mobilização nesse sentido'https://podcasts.apple.com/br/podcast/caso-master-bancos-muito-maiores-e-mais-importantes/id203963267?i=1000744146605&l=en-GBBrasil bate recorde de exportação de carne bovina em 2025https://podcasts.apple.com/br/podcast/brasil-bate-recorde-de-exporta%C3%A7%C3%A3o-de-carne-bovina-em-2025/id1588271061?i=1000744188076&l=en-GBContratos de influenciadores para defender Banco Master chegavam a R$ 2 milhõeshttps://podcasts.apple.com/br/podcast/contratos-de-influenciadores-para-defender-banco/id203963267?i=1000744283167&l=en-GBWhat federal guidelines say about agents using deadly forcehttps://podcasts.apple.com/br/podcast/what-federal-guidelines-say-about-agents-using-deadly/id78304589?i=1000744371706&l=en-GBAn Interview With the Presidenthttps://podcasts.apple.com/br/podcast/an-interview-with-the-president/id1200361736?i=1000744430732&l=en-GBIndicação de Otto Lobo para a CVM surpreende mercado e derrota Haddadhttps://podcasts.apple.com/br/podcast/indica%C3%A7%C3%A3o-de-otto-lobo-para-a-cvm-surpreende-mercado/id203963267?i=1000744439482&l=en-GB