Daniel Leichsenring

2.3K posts

Daniel Leichsenring

Daniel Leichsenring

@danleich

Economist, CIO at WHG WM. Personal views.

เข้าร่วม Temmuz 2009
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Daniel Leichsenring รีทวีตแล้ว
André Shalders
André Shalders@andreshalders·
A tese de doutorado de Messias é uma das coisas mais estarrecedoras que eu já li Basicamente ele defende que o erro de Dilma foi não ter gastado mais
André Shalders tweet mediaAndré Shalders tweet media
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Pri
Pri@Pri_usabr1·
Ao rastrear as transações do empresário Antônio Carlos Camilo Antunes, o 'Careca do INSS', a CPMI do INSS encontrou uma das maiores redes de lavagem de dinheiro já descobertas no Brasil. Com 41 empresas de fachada, movimentou R$ 39 bilhões… inclusive por PCC e Hezbollah. 😳
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Metrópoles
Metrópoles@Metropoles·
➡️ CPMI de INSS | Rede de lavagem usada pelo Careca do INSS movimentou R$ 39 bilhões Leia mais na coluna de Andreza Matais metropoles.com/colunas/andrez…
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Visioner
Visioner@visionergeo·
🇮🇱🇮🇷 An American pilot with 25 years of experience, a veteran of three wars and hundreds of combat sorties, spoke about Israeli military pilots. He published a post that quickly went viral: “I’ve flown over Iraq, Afghanistan, and Libya. I thought I had seen everything. But when I saw what the Israeli Air Force is doing in Iran, I realized I’m still a student. Precision. Logistics. 200 aircraft in one night. 500 targets. 1,500 kilometers. No aerial refueling from American bases. All the fuel from home. All the weapons from home. It’s like flying from Miami to New York, bombing targets along the way, and returning— while 200 aircraft move simultaneously without a single collision. To the Israeli pilots: You are not just the best in the Middle East. You are the best in the world. And that’s the final word.”
Visioner tweet media
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Jornal Nacional
Jornal Nacional@jornalnacional·
Documentos indicam que Alexandre de Moraes e a mulher usaram aviões de empresa de Daniel Vorcaro, dono do Master. Confira a reportagem completa: glo.bo/4bN3zVA #JN
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Giuliano Guandalini
Giuliano Guandalini@gbguandalini·
Incrível como a Turquia descolou do Brasil. Paramos no tempo, eles dobraram a renda. O que teria acontecido a partir dos anos 2000?
Giuliano Guandalini tweet media
Osasco, Brasil 🇧🇷 Português
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Daniel Leichsenring
Daniel Leichsenring@danleich·
@rvitoria Segundo o governo, o melhor remédio é dar um pouco mais de crédito para as famílias
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Rafaela Vitoria
Rafaela Vitoria@rvitoria·
Qual o melhor remédio para reduzir o endividamento das famílias? Ter disciplina fiscal e permitir que a taxa de juros caia, tanto a Selic, no curto prazo, como a taxa de juro real longa.
Rafaela Vitoria tweet media
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E. Cavendish
E. Cavendish@ducavendish·
PT afogando as famílias em dívidas. Processo de destruição do Brasil segue firme.
E. Cavendish tweet media
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Metrópoles
Metrópoles@Metropoles·
🚨 DIAS TOFFOLI | Toffoli usou avião de empresa de Vorcaro para ir ao Tayayá, diz jornal metropoles.com/brasil/toffoli…
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Henrique Esteter
Henrique Esteter@Economesteter·
O que achamos desse gráfico?
Henrique Esteter tweet media
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Denise Frossard
Denise Frossard@denise_frossard·
Denise Frossard tweet media
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Melissa Chen
Melissa Chen@MsMelChen·
Let’s be real here. Europe has spent decades freeloading on American security. Even now, with every NATO member finally hitting the 2% GDP target in 2025. But beyond the financial contributions, the real rupture is philosophical and the Iran crisis has shown a spotlight on it. Europe worships process. Endless committees, consultations, and “predictability.” Macron actually calls it a virtue. For Trump, this is paralysis as his style is to articulate a threat, fix a target, and act. The Americans are men of conviction and purpose. Europe on the other hand lives by bureaucratic liturgy and in high-minded abstractions. Sure, Americans might make mistakes when acting. But Europe never considers what the costs of not acting actually are. Just look at how their nations are doing on various fronts, especially on the border crisis, and you see the same cancerous rot that undergirds their foreign policy approach play out domestically. It's the same problem on a different scale. Iran is currently holding the Strait of Hormuz hostage, choking 20% of global oil and spiking prices past $100 a barrel. Meanwhile, the regime is bleeding from strikes, its nuclear ambitions are still alive despite degraded capability, and its proxies are firing missiles at allies and oil tankers. If this isn’t a clear and present danger to the global economy - of which Europe is a part - then I don’t know what is. Yet when Washington asked to use European bases to finish the job - bases the US has defended for generations, the response was hesitation and hand-wringing. The US did strike from RAF Fairford, but only after warnings that British soil could become a “legitimate target.” If you cannot agree that a theocratic regime with eschatological ambitions who have shown no restraint in hitting out at Gulf countries and threatening the world’s energy jugular is an enemy worth confronting, then what, exactly, are we allies about? Europe loves to preen about being tough on Russia. They issue condemnations and speeches and slap sanctions that hardly work to cripple the Russian economy. Now here was a chance to do something concrete: let the Americans use the bases they already pay for, help clear the Strait, and actually degrade the Iranian war machine that arms Moscow’s proxies. Turmp didn’t ask for boots on the ground or any kind of more offensive action. All he wanted was permission to operate from the infrastructure America has underwritten for decades. They couldn’t even manage that. So can you blame the Americans for seeing NATO for what it is? A paper-tiger alliance that expects Washington to bleed and pay while Brussels and London convenes and deliberates. If Europe refuses to treat Iran as the threat it is while happily letting American power keep the Strait open and the lights on, then the alliance is already dead. Trump is simply stating the obvious and the Americans are becoming very reluctant to subsidize the European delusion any longer.
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Ricardo Berezin
Ricardo Berezin@RicardoBerezin·
Há quatro anos, a maior intenção de voto de Lula estava entre os jovens de 16 a 24 anos Hoje, a pior avaliação do seu governo está justamente nesse grupo
Ricardo Berezin tweet mediaRicardo Berezin tweet media
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Charlie Bilello
Charlie Bilello@charliebilello·
If OpenAI was public, it would now be the 11th largest company in the S&P 500. From a $28 billion valuation to $852 billion in only 3 years. Valuation: -Apr 2023: $28 billion -Jan 2024: $86 bil. -Oct 2024: $157 bil. -Mar 2025: $300 bil. -Oct 2025: $500 bil. -Apr 2026: $852 bil.
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Guilherme Waltenberg
Guilherme Waltenberg@Gwaltenberg·
1/ 🚨 Governo Lula reduziu bloqueio de fraudes no INSS O corte de possíveis irregularidades despencou de 92% para 15% na atual gestão. Via @Poder360 O dado aparece em documentos oficiais analisados pela CPMI do INSS, encerrada pelo STF
Guilherme Waltenberg tweet media
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Iran International English
A leaked internal directive from the IRGC’s missile command appears to show that the use of civilian locations to conceal, support and in some cases facilitate missile launch operations is not ad hoc, but structured, documented and built into operational planning. iranintl.com/en/202603319302
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Estadão 🗞️
Estadão 🗞️@Estadao·
EDITORIAL | Pindaíba - “Perturbado com o desgaste que isso possa causar em sua campanha à reeleição, Lula exige de sua equipe solução urgente. E faz todo o País temer pelas consequências”. Leia o texto completo em @opiniao_estadaox.gd/4ri1r
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