Compondo a Tese - 18/07/2025

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.seudinheiro.com/2025/empresas/taurus-tasa4-e-multada-em-r-25-milhoes-e-fica-suspensa-de-contratar-com-a-administracao-do-estado-de-sao-paulo-por-dois-anos-julw/https://exame.com/invest/mercados/raizen-raiz4-suspende-operacoes-da-usina-santa-elisa-e-vende-ativos-por-ate-r-104-bilhao/https://exame.com/insight/embraer-tarifaco-traria-impacto-semelhante-ao-da-covid-para-a-companhia-diz-ceo/pA.I.https://podcasts.apple.com/br/podcast/when-a-i-is-sycophantic/id1302281912?i=1000717023857Medicaidhttps://podcasts.apple.com/br/podcast/one-rural-doctor-on-the-cuts-to-medicaid/id1200361736?i=1000717157284Tarcísiohttps://podcasts.apple.com/br/podcast/tarc%C3%ADsio-apanhou-de-todos-os-lados-ap%C3%B3s/id203963267?i=1000717169720Algodãohttps://podcasts.apple.com/br/podcast/setor-do-algod%C3%A3o-brasileiro-sobre-tarifa%C3%A7o-de-trump/id265071481?i=1000717180015Copperhttps://podcasts.apple.com/br/podcast/how-copper-tariffs-affect-everything-you-touch/id1578096201?i=1000717236541Chatbothttps://podcasts.apple.com/br/podcast/why-elon-musks-ai-chatbot-went-rogue/id1469394914?i=1000717239032PGRhttps://podcasts.apple.com/br/podcast/pgr-pede-condena%C3%A7%C3%A3o-de-n%C3%BAcleo-crucial-da-trama/id203963267?i=1000717399373Tarifaço agrohttps://podcasts.apple.com/br/podcast/tarifa%C3%A7o-de-trump-d%C3%A1-paulada-no-agro/id265071481?i=1000717399466Gazahttps://podcasts.apple.com/br/podcast/inside-bcgs-gaza-work-scandal/id1376303362?i=1000717459252Tarifaço Lulahttps://podcasts.apple.com/br/podcast/tarifa%C3%A7o-de-trump-melhora-aprova%C3%A7%C3%A3o-de-lula-e/id203963267?i=1000717508951Pescadoshttps://podcasts.apple.com/br/podcast/setor-de-pescados-alerta-para-colapso-com-tarifa-dos/id203963267?i=1000717514425Project 2025https://podcasts.apple.com/br/podcast/project-2025s-other-project/id1200361736?i=1000717500598Tarifaço exportadoreshttps://podcasts.apple.com/br/podcast/tarifa%C3%A7o-a-estrat%C3%A9gia-dos-exportadores-do-brasil/id1477406521?i=1000717455901'barbaridades'https://podcasts.apple.com/br/podcast/%C3%A9-um-conjunto-de-barbaridades-diz-maria-cristina/id203963267?i=1000717557783CEO da Quaesthttps://podcasts.apple.com/br/podcast/ventos-come%C3%A7aram-a-mudar-diz-ceo-da-quaest-sobre/id1371669233?i=1000717581392The Most Toxic Relationship in Washingtonhttps://podcasts.apple.com/br/podcast/the-most-toxic-relationship-in-washington/id1200361736?i=1000717655589Quaest: Lula liderahttps://podcasts.apple.com/br/podcast/quaest-lula-lidera-em-todos-os-cen%C3%A1rios-no-1%C2%BA-turno/id203963267?i=1000717690705Veto de Lulahttps://podcasts.apple.com/br/podcast/veto-de-lula-a-projeto-que-ampliava-deputados/id203963267?i=1000717752453Aliados de Tarcísiohttps://podcasts.apple.com/br/podcast/aliados-de-tarc%C3%ADsio-defendem-candidatura-%C3%A0/id203963267?i=1000717779444Marina Silvahttps://podcasts.apple.com/br/podcast/marina-silva-sobre-flexibiliza%C3%A7%C3%A3o-do-licenciamento/id1371669233?i=1000717812294How The Epstein Files Blew Up MAGAworldhttps://podcasts.apple.com/br/podcast/how-the-epstein-files-blew-up-magaworld/id1302281912?i=1000717857459Congress Just Gave Away Its Power to Trumphttps://podcasts.apple.com/br/podcast/congress-just-gave-away-its-power-to-trump/id1200361736?i=1000717941679Bolsonaro tornozeleira eletrônicahttps://podcasts.apple.com/br/podcast/alexandre-de-moraes-determina-que-bolsonaro-use/id203963267?i=1000717954123Medidas contra Bolsonarohttps://podcasts.apple.com/br/podcast/medidas-contra-bolsonaro-s%C3%A3o-primeiro-passo-para-pris%C3%A3o/id203963267?i=1000717957078Centrão mantém apoio a Tarcísiohttps://podcasts.apple.com/br/podcast/apesar-de-trope%C3%A7os-centr%C3%A3o-mant%C3%A9m-apoio-a/id203963267?i=1000717958721