ep
108 posts
Estou em NY para a CEO Conference do Itaú
Acho essas reuniões aqui muito boas.
Da pra ter uma boa ideia do que os gringos estão pensando do Brasil e como os CEOs das companhias tão pensando pro resto do ano.
Legal também pq as reuniões são logo depois dos resultados do 1Q
Vou me reunir com 11 empresas: Marcopolo, Vulcabras, Randon, fras-le, Auren, Moura Dubeux, bemobi, São Martinho, SLC, Oceanpact e Locaweb.
O que você gostaria de saber delas? 👇
Português
ep retweetledi
I’m so sick of hearing about the hantavirus, and the Strait of Hormuz. Can we please have another Sydney Sweeney news cycle with her gigantic honkers?
English
ep retweetledi
@demetriovec Mais bizarro dessa história é um show do guns em Rio Preto
Português
Essa história é bizarra: em Rio Preto, o secretário de Esporte (um político do PL) fechou um parque pra ser estacionamento no dia do show do Guns N'Rose.
E escolheu uma ONG xis pra lucrar com o estacionamento. Aí o secretário de finanças foi lá arrecadar o dinheiro (100 reais por carro), recebendo o PIX na conta pessoal.
metropoles.com/sao-paulo/parq…
Português
@tallisgomes Fala sério. Já viu a composição acionária anterior? Consórcio entre três fundos de private equity americanos. Nunca teve capital brasileiro nessa empresa. Pessimo Tweet
Português
A USA Rare Earth vai pagar US$ 300 milhões em cash + 126,8 milhões em ações para levar o controle da Serra Verde embora.
Um negócio bilionário que entrega nas mãos estrangeiras o domínio das terras raras. O mineral estratégico essencial para fabricar microchips, GPUs, servidores de IA e ímãs de alta performance.
Enquanto a China domina o processamento global de terras raras e avança com força total em suas fabricantes de microchips para garantir supremacia tecnológica, o Brasil entrega de bandeja o “petróleo do século XXI”.
Em vez de construir nossa própria cadeia de valor, viramos simples fornecedor barato de matéria-prima.
Isso não é negócio.
É entrega de soberania.
Português
ep retweetledi
O manifesto da Palantir 🔮 é dos documentos corporativos mais sinistros do século 21.
Uma transnacional da tecnologia enuncia os princípios que descrevem um futuro no qual países serão controlados por poderosos softwares construídos e manipulados por tecnocratas não eleitos.
A Palantir pretende ser o governo oculto do mundo. E este mundo ser um teatro de guerras, vigilância, conflitos e muitos lucros para os neolordes do tecnofeudalismo.
Palantir@PalantirTech
Because we get asked a lot. The Technological Republic, in brief. 1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation. 2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible. 3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public. 4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software. 5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed. 6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost. 7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way. 8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive. 9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret. 10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed. 11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice. 12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin. 13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet. 14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war. 15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia. 16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn. 17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives. 18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within. 19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all. 20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim. 21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful. 22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what? Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska techrepublicbook.com
Português
ep retweetledi
Um primeiro passo importante foi dado pelo Tribunal de Contas na tarde de hoje: podemos seguir com a preparação para venda da Copasa, o que vai garantir a universalização do acesso a água e esgoto aos municípios servidos pela companhia. A decisão também representa avanço no cumprimento de investimentos obrigatórios previstos na legislação, em infraestrutura, saneamento, habitação e segurança.
Português
ep retweetledi
Por quanto tempo o Brasil continuará refém de Moraes e de sua ala pró-Lula no STF?
Todos nós sabemos o que Moraes e Dias Toffoli fizeram com o BM. A família Moraes recebeu R$ 80 milhões de um banco corrupto controlado por um bilionário, em troca de nada que possa ser identificado de forma crível!!!
Mas esse grupo no STF passou tanto tempo prendendo e destruindo seus críticos que muitos têm medo de se opor, mesmo quando Moraes anuncia:
Embora todos vocês saibam o que fiz, eu ainda assim vou censurar as eleições de 2026 (como fiz em 2022) e banirei qualquer candidato com chances de vitória de quem eu não goste.
O campo dominante do STF criou um clima de medo com seus abusos de poder e conta com o fato de que as pessoas — no Senado, na mídia, entre a cidadania — estejam aterrorizadas demais para tomar qualquer atitude a respeito.
Se Moraes consegue fazer isso novamente em 2026, a democracia brasileira não passará de uma ilusão. Moraes não é o salvador da democracia brasileira; ele é a sua mais grave ameaça.
Metrópoles@Metropoles
🚨 INQUÉRITO | Flávio ficará inelegível se condenado por calúnia, diz especialista Leia na coluna de @PauloCappelli_ metropoles.com/colunas/paulo-…
Português
Pelo amor de Deus, alguém tem que atualizar o tamanho dos arquivos que podem ser juntados nos tribunais.
Estamos em 2026!
Português
@RafaelPaschoare Qual o PL total da exa que aloca em onco? Pareceu uma posição grande!
Português
ONCO3
Maiores alocadores considerando carteiras abertas em 31/03/2026
Português
ep retweetledi
Foi protocolado o relatório final da CPI do Crime Organizado. Mesmo atuando sob grandes dificuldades e sem prorrogação de prazo, foi possível realizar um trabalho de diagnóstico da situação do crime organizado no país e das formas de combate adotadas pelo Estado, identificar as falhas e omissões históricas, apresentar sugestões de alterações legislativas relevantes e também indicações direcionadas ao Executivo, em especial ligadas à urgência de expressivo reforço orçamentário e à criação de um ministério específico para cuidar de Segurança Pública. Diante do diagnóstico da situação gravíssima do Rio de Janeiro, foi sugerida nova intervenção federal na Segurança Pública daquele estado, em formato diverso do empregado em 2018. No tocante ao caso Master, considerando-se a alta complexidade e escassez de meios, a opção foi por relatar os fatos identificados, que deverão ser objeto de CPI própria e já são objeto de investigações da Polícia Federal, no que se refere a crimes comuns, e fazer o indiciamento de autoridades pela prática de crimes de responsabilidade. Neste sentido e conforme detalhado no relatório, foram indiciados os ministros Dias Toffoli, Alexandre de Moraes e Gilmar Mendes, bem como o PGR Paulo Gonet.
Português
ep retweetledi
From Martin Iles, reposted:
Having lived in the USA for nearly two years, I've realised something.
The USA and the remainder of the Western world are no longer aligned.
We all laugh and mock when the Americans say, "Freedom!" because we truly think we're as free as they are.
Wrong. We're not. Not even close. The laws, the mindset, and the behaviour, is totally different in this regard.
Most of all, the governments are totally different. The USA's convictions around core freedoms are on a scale we do not share.
Meanwhile, Donald Trump wins the popular vote, the electoral college, the House, and the Senate... a man who, in every other Western country, is held in open derision, if not contempt.
For these and other reasons, we are not the same.
Yet the West, including Australia, fully expect to rely on the USA for our very survival.
If the world turns bad (which will happen - only a question of time), then the whole West, without America, is toast.
So, you may ask - if we're not very aligned ideologically, then it must be that we bring something to the party militarily?
Well, no... actually... we don't matter that much militarily.
The USA has about 470 ships in its navy, including 11 aircraft carriers, 69 submarines, 75 destroyers... plus 110 new ships in the pipeline.
Australia has about 30, including 3 destroyers, 7 frigates and 7 outdated submarines. The UK does a little better, with about 60.
Meanwhile, the US has over 14,000 military aircraft. A staggering number.
Australia has 252 military aircraft. The UK has 556.
The US army has just shy of 1,000,000 uniformed personnel in its military. Australia has about 45,000.
The USA spends 3.4% ($968 billion) of its GDP on defence. Australia spends 2% ($36.4 billion). The US spends as much as the next 15 largest military-spending countries (including China) combined.
The USA has a fighting culture. The men shoot things (a lot) and hunt things, the veterans get favoured in everything from parking spots to boarding planes. A uniformed young man is thanked in the street a dozen times a day.
"Oh, the Americans and their guns!" we say, in our smug way. Yes, they have a warrior culture. We do not. We don't have to, because we're a leech on theirs.
How many young British men are willing to fight for their country? Now ask the same regarding young American men. The difference is about as wide as it could be.
Militarily, we don't offer squat.
Meanwhile, look at the way Australia works against America's interests by loving on China. China made us rich and we stay close. This is a Marxist regime with expansionist aims.
Again, you have to spend time in the USA to realise just how vast a gulf there is between us on China.
Europe, too. They let China have their way everywhere from Germany to Greenland, all the while importing Islam and sending their own people to court for saying hurty words.
Somehow, we have landed the deal of a lifetime with the USA that says, "when the baddies come, you'll save us ok?" Because we can't save ourselves.
And we live in peace. But we keep gnawing away at freedoms, keep enabling China, and get flabby and disinterested about our military because Uncle Sam's got it.
And, let's be honest, Americans are widely looked down on. To add insult to injury, we don't think that highly of our protectors.
So, the USA is finally saying "enough." I am here, I can tell you what the vibe is, and that's it. Trump is doing what people want in this regard. They're over it.
And we come across all shocked and hard done by. We behave like people with no self-insight at all.
Yes, the global alliance system is all over the place now. From America's perspective, it's about time.
And I must say, though I be a proud Australian, I am forced to agree. Something has to change.
English
ENQUETE: Você REALMENTE achou que o Neymar foi misógino ao criticar um homem e dizer que eles estava de chico?
Quero escutar os dois lados do argumento
Português
ep retweetledi
JPMorgan Chase CEO Jamie Dimon on the Iran conflict:
"I would step back a little when you say it’s a war of choice. There was no imminent threat? They’ve been killing people around the world for 45-plus years. They funded Hamas, Hezbollah, the Houthis, they have terrorist cells here. They were about to get ballistic missiles that can go almost 3,000 miles. They never gave up nuclear. I’m praying it ends well." - Axios
English
@FlavioAragao93 Existe um negócio lícito e “essencial” por trás, diferentemente do master (i.e. Um dos maiores detentores de soluções para depósitos judiciais, alguns estados do Nordeste podem quebrar com o rombo deixado, além da folha de pagamentos e aposentadorias dos servidores do df
Português
Aos entendidos de Banco, algum consegue me explicar de forma tecnica, pq o BACEN ainda não liquidou o BRB?
Português