Monday, November 4, 2013

Adivinha Onde?

Orgulho.

Outra prática muito comum é usar a internet wireless do vizinho. Uma pesquisa divulgada em setembro pelo instituto Data Popular revelou que cerca de 7,1 milhões de brasileiros navegam pela internet usando o sinal de wi-fi do vizinho. Segundo a pesquisa, a classe média é a que mais usa o sinal de internet fornecido por algum vizinho (10% dos que navegam frequentemente em casa). Nas classes baixa e alta, o percentual cai para 4%.


Dica Cultural. Que Grande Livro. Vinho E Guerra

Quantas vezes eu li esse livro? 4, 5?

Leitura obrigatoria para quem gosta de historia, vinho, vinho com historia. E de brinde, segunda guerra mundial!

E de quebra o livro livra um pouco a cara dos franceses que foram classificados pelos aliados como inuteis durante a guerra.

http://www.livrariasaraiva.com.br/produto/103189/vinho-guerra-os-franceses-os-nazistas-e-a-batalha-pelo-maior-tesouro-da-franca


Sunday, November 3, 2013

Leitura De Domigo

Antes tarde que nunca.

Leitura interessante que me enviaram do FT.


November 1, 2013 4:28 pm

Brazil may finally escape from the samba clichés


A more realistic vision of the country may now emerge, writes John Paul Rathbone
A street market vendor counts money in Rio de Janeiro, Brazil©Bloomberg
Black is a shade of brown. So is white, if you look,” John Updike once observed of the sun-burnished skin tones on Rio de Janeiro’s Copacabana beach. Sadly, however, not even in variegated Brazil is black a shade of red – and red is what investors saw this week after Eike Batista, Rio’s brashest businessman, declared bankruptcy by pulling the trigger on a $6bn default.
After Latin America’s biggest-ever corporate bust, some may wonder at Mr Batista’s exotic tale and conclude: so what? But his story is, in many ways, synonymous with Brazil’s rise and fall. Moreover, as Brazil is an emerging market archetype, it tells a global fable as well.
Only last year Mr Batista was the world’s seventh-richest man, boasting a self-made fortune that had grown to more than $30bn during the wonder years of Luiz Inácio Lula da Silva. Lula, as the charismatic former president is widely known, governed between 2002 and 2010 when Brazil, like Mr Batista, could seemingly do no wrong. Indeed, the two men were different sides of the same coin.

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Lula was by almost any criterion the most successful politician of his time. Even nature seemed to smile on his rule, with the discovery in 2007 of huge deposits of deep sea oil. Helped by a commodity price boom, the trade union leader turned president lifted millions of Brazilians out of poverty, projected South American diplomacy internationally by putting the B into the Brics, and became symbolic of emerging countries’ success, a rise that promised to reconfigure the world.
Mr Batista, like so many of the emerging world’s new billionaires, was the feted entrepreneurial agent of that reconfiguration. (While Lula certainly helped the poor, capital prospered even more: during his two presidencies, the Brazilian stock market quadrupled.) Indeed, Mr Batista’s stated aim was to become the world’s wealthiest man, thanks to the commodity boom that also burnished Lula’s political halo.
Today Mr Batista is in disgrace after it turned out that a prospective oil well, the main source of funding for his leveraged empire, was dry. Similarly, Brazil has seemingly lost its way, just as many emerging markets are also losing their appeal against a shale gas revolution that promises to transform the US and a eurozone that may be over the worst.
Certainly, Brazil’s go-go years of the mid 2000s are over; last year the economy expanded at half of Japan’s rate. The fiscal buffers that allowed Brazil to treat the 2009 global financial crisis as though it was only uma marolinha, a “ripple” in Lula’s phrase, are exhausted. The role of continental locomotive has been taken up instead, to Brasilia’s chagrin, by the more reform-minded Pacific Alliance economies of Chile, Colombia, Mexico and Peru.
Investment potential is also being left unfulfilled, as seen in Petrobras, the state oil company that raised $70bn in 2010 in the world’s largest-ever share offering but has since registered a slide in its shares of 37 per cent. Brazil is now even a locus of general investor fright, as happened after the market’s “taper tantrum” in May, when millions of dollars fled the country believing the US Federal Reserve was about to raise rates.
It is not only the capitalists who are fed up. In June, 1m people took to the streets toprotest at government corruption and the millions being spent on new football stadiums for next year’s world cup (the circuses of Lula’s winning “bread and circuses” political formula) instead of better public services. Much of the “new middle class” remains, in reality, only a month’s wages away from poverty. After 11 years in power, and the likelihood of another four after next year’s election, Lula’s Workers party has also grown stale and complacent. Reforms are being left undone.
This is a depressing trajectory. Yet is it all bad? Disappointment may at least release Brazil from the prison of its many clichés (samba, beaches, money, fun!) that Lula and Mr Batista often played upon and into which the world so eagerly bought.
Exhibit one of a more realistic vision of Brazil: Mr Batista is atypical of a business class which, by dint of long experience, is conservative and underleveraged. So fallout from his bankruptcy is expected to be limited. Exhibit two: the $2tn economy, comparable to the UK’s, remains an important market for multinationals, especially telecoms and consumer goods companies, and has developed pockets of true excellence, especially in commodities and agro-industry.
Exhibit three: even if Brazil’s rainbow diplomacy has not lived up to its promise, the country has maintained stability in a difficult neighbourhood that includes socialist Venezuela, prickly Bolivia and capricious Argentina. If the US is castigated for not paying attention to the region, that is perhaps because it does not need to. As a regional hegemon Brazil does a fair job, and without exercising the neighbourly brutality of China, Russia or India.
Mr Batista – garish and overleveraged – went from boom to bust in less than a year. By contrast, giant countries such as Brazil need a longer view. Modern Brazil was born in the late 1980s following its transition to democracy. That was also when the emerging markets asset class was created. Since then, crises have come and gone, but emerging market returns – and progress – have plodded on, not always in a straight line but alongside a not-coincidental secular fall in US interest rates.
The big question now for Brazil – and indeed all emerging markets – is whether that progress will continue as US rates start to rise. No, if you believe the past 30 years have only been about financial liquidity. Yes, if you believe that enough good habits have embedded themselves in the meantime. Despite Mr Batista’s example, I wager the latter – although it may be a rough ride.

Thursday, October 31, 2013

Perguntar Nao Ofende: Comida Contaminada

Se la he assim, imagina aqui? 
Voce se surpreende com esse artigo abaixo? Nao deveria.

F.D.A. Finds 12% of U.S. Spice Imports Contaminated

Graham Crouch for The New York Times
A spice seller in India, among the countries whose exports to the United States were studied.
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NEW DELHI — About 12 percent of spices brought to the United States are contaminated with insect parts, whole insects, rodent hairs and other things, according to an analysis of spice imports by federal food authorities.

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The finding released on Wednesday by the Food and Drug Administration is part of a comprehensive look at the safety of spice imports that has been years in the making. The federal authorities also found that nearly 7 percent of spice imports examined by federal inspectors were contaminated with salmonella, a toxic bacteria that can cause severe illness in humans.
The shares of imported spices contaminated with insect parts and salmonella were twice those found in other types of imported food, federal food officials said.
The agency’s findings “are a wake-up call” to spice producers, said Jane M. Van Doren, a food and spice official at the F.D.A. “It means: ‘Hey, you haven’t solved the problems.’ ”
The agency called spice contamination “a systemic challenge” and said most of the insects found in spices were the kinds that thrive in warehouses and other storage facilities, suggesting that the industry’s problems result not from poor harvesting practices but poor storage and processing.
John Hallagan, a spokesman for the American Spice Trade Association, said Wednesday that he had not seen the report, so he could not comment on it. But spice manufacturers have argued in the past that food manufacturers often treat imported spices before marketing them, so F.D.A. findings of contamination levels in its import screening program do not mean that spices sold to consumers are dangerous.
F.D.A. inspectors have found that some spices that claim to have been treated are contaminated nonetheless. And the high levels of filth from insects and rodents is a problem that is not easily resolved because, unlike with salmonella contamination, simply cooking or heating the spices will not rid the products of the problem. Insects can also be a source of salmonella contamination.
What share of the nearly 1.2 million annual salmonella illnesses in the United States result from contaminated spices is unclear, officials said. Fewer than 2,000 people had their illnesses definitively tied to contaminated spices from 1973 to 2010, and most people eat spices in small quantities. But people often fail to remember eating spices when asked what foods might have sickened them, so problems related to spices could be seriously underreported, officials said.
Recent legislation in the United States grants the F.D.A. the power to refuse entry of foods that the agency even suspects might be contaminated — strong leverage to demand changes in harvesting, handling and manufacturing practices in foreign countries.
Spice imports from Mexico and India have been found to have the highest rate of contamination. Nearly one-quarter of the spices, oils and food colorings used in the United States comes from India, according to the F.D.A.
The F.D.A. commissioner, Margaret A. Hamburg, had intended to visit India this fall and meet with spice industry officials to discuss the agency’s concerns about spice safety, but the government shutdown delayed her plans, she said. Indian spice officials are offering incentives to get farmers to change some traditional harvest and handling practices that could lead to contamination.
Michael R. Taylor, deputy commissioner for foods at the F.D.A., said that the spice industry needs to clean up poor storage practices, a difficult effort.
“There is no magic wand for any of the problem we’re addressing,” Mr. Taylor said

Dialogo Do Mes

Triste dialogo ouvido num pais onde humor é caso serio e politica é brincadeira. Depois nao reclame do seu futuro.

De um empresario de onibus em SP para outro:

"Wanderglayson, como estao os negocios na sua empresa?"

"Joseleycleysoon, o negocio esta bombando aqui".

Wednesday, October 30, 2013

Vinho De Verdicchio. Show Para Poucos

Verdicchio. Mais uma das centenas de uvas viniferas que existem no mundo que você não vai conhecer, mas deveria.

Verdicchio eh plantada e processada largamente e creio que somente na regione de Le Marche, um dos paraísos desconhecidos por turistas tontos que vão em busca dos outlets italianos.

Problema eh que Le Marche não faz muita propaganda de si. E esse delicioso vinho típico da região sai dali para outras regiões (estados) em quantidades ínfimas. Como vários outros de outras regiões.

Curiosidade: Os marchegiane puros tomam verdicchio com água em um copo normal mesmo. O vinho mais simples e barato comprado de galão serve como refresco no verão. Vinho bom fica gostoso ate mesmo em copo de requeijão.

Quem voa de Alitalia executive tem uma ótima opção de verdicchio. Conheço a vinícola, muito pequena...e os azeites que fazem são dos melhores que já provei na vida.

Não sei quem importa e o que importa hoje de verdicchio no Brasil, mas vale a pena conhecer esse vinho delicioso. Lembrar que vinho branco sofre bem no transporte...nunca vem tão gostoso quanto estava na vinícola. Por isso mesmo de preferência aos reservas e mais estruturados que os mais simples (e baratos).

Enquanto isso milhares aqui ficam so no (eca) chardonnay chileno/argentino/australiano. Melhor –para mim ---um Milk shake do Bob’s de ovomaltine.


Beba menos, mas beba melhor. 

Tuesday, October 29, 2013

Consumo De Chopp E Cerveja Despenca

Ja ha algum tempo eu escrevi que o consumo de cerveja havia caído para níveis interessantes (se voce nao he acionista dessas empresas). Aqui um dado que ajuda a explicar essa queda (http://economia.estadao.com.br/noticias/economia-geral,precos-da-cerveja-sobem-o-dobro-da-inflacao,168514,0.htm ).

Semana passada estava conversando com vendedores de chopp e cerveja em pizzarias e afins. Todos confirmaram o que os donos e gerentes me contam ha um bom tempo; o consumo despencou no ultimo ano. 

Lei seca, alto preco e essa tal crise são os primeiros culpados. Nao me lembro de mais algum...mas ate pode ter.

Ah, as pizzarias de ''nivel elevado'' em SP apresentam uma perda de receita em torno de 33%. Fonte: duas redes famosas. Sub-fonte: Radio forno. Por enquanto elas tem reservas para queimar, mas se durar mais um pouco....


Monday, October 28, 2013

Italia E Brasil. Semelhancas Incriveis. E preocupantes

Conheco bem alguns paises. Italia e Brasil estao entre eles. Todas as vezes que estou na Italia me sinto em casa, e isso no mau sentido. A Italia tem de muito melhor que o Brasil a natureza, comida, seguranca, vinhos, sistema de transporte e talvez educacao de boa qualidade gratuita. Tirando isso (leia o texto) temos muito de ruim em comum. E o legado do Berlusconi he exatamente  o legado que aquele um de poucos dedos deixou: um pais onde corrupcao he uma boa alternativa e nao ha vergonha nisso. Veja o pedaco do texto que toca no assunto. 

Por que a Italia ainda se encontra entre as maiores economias do mundo? Inercia. Q= m x V

Boa leitura.


Italy Breaks Your Heart



ROME — ON my first night back in Italy, at a dinner party in Milan, I watched and listened to a successful couple in their late 40s plot their escape from a country that they love but have lost faith in. They cleared the plates, opened a laptop, and began checking out real estate in London, where one of them had been offered a transfer. The prices horrified but didn’t deter them. They have a 10-year-old son, and they fear that Italy, with 40 percent unemployment among young adults and an economy whose listlessness has come to seem the new normal, doesn’t promise a particularly bright future for him.
Earl Wilson/The New York Times
Frank Bruni
Ben Wiseman

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Two days later and about 200 miles southeast of Milan, it was an older Italian woman — early 70s, I’d wager — who sang her country’s blues. I was having lunch on a mountaintop in the Marche region, and with wild boar sausage in front of me and a castle overhead, I could have convinced myself that I was in heaven. “A museum,” she corrected me. “You’re in a museum and an organic garden.” That’s what Italy had come to, she said. Each year the country lost more of its oomph, more of its relevance.
Because I was lucky enough to live here once and am always circling back, I’m well accustomed to Italians’ theatrical pessimism, to their talent for complaint. It’s something of a sport, something of an opera, performed with sweeping gesticulations and musical intonations and, in the past, with an understanding that there was really nowhere else they’d rather be.
But the arias have been different this time around. The whole mood has. Ask Italian students what awaits them on the far side of their degrees and they shrug. Ask their parents when or how Italy will turn the corner and you get the same expression of bafflement. You hear more than you did 10 or even five years ago about migrations to Britain, to the United States. You hear less faith in tomorrow.
I’ve been startled by it. Also spooked, because I arrived here straight from our government shutdown, and I’ve observed Italy’s discontent through a filter of America’s woes, processing it as a cautionary tale. Italy is what happens when a country knows full well what its problems are but can’t summon the discipline and will to fix them. It’s what happens when political dysfunction grinds on and on and good governance becomes a mirage, a myth, a joke. Italy coasts on its phenomenal blessings rather than building on them and loses traction in a global economy with more driven competitors. Sound familiar? There’s so much beauty and promise here, and so much waste. Italy breaks your heart.
And it’s not all Silvio Berlusconi’s doing. His recent criminal conviction for tax fraud, along with a related prohibition from holding public office for several years, hasn’t produced the sense of release and new beginnings that you might expect. It has instead forced Italians to recognize that while he squandered time, made matters worse and was a cartoonish, buffoonish distraction, the country’s bedrock demons — excessive regulations and a rococo bureaucracy that stifle enterprise; a closed system of favoritism that foils initiative; corruption and the cynicism it breeds — transcend him.
In the second quarter of 2013, Italy’s public debt rose to 133 percent of its gross domestic product: the second highest in the euro zone, trailing only Greece’s. The decline in Italy’s G.D.P. of about 8 percent since a pre-crisis peak is worse than Spain’s or Portugal’s. There’s been no meaningful recovery yet, though modest growth may finally come later this year.
But you don’t need numbers to measure Italy’s drift. Just step off the high-speed train (which is terrific) or exit the autostrada and travel the lesser byways, crumbling into disrepair. Or try to throw your empty gelato cup into one of the proper trash cans in the country’s storied capital, Rome. They’re seemingly always full or overflowing. The one I turned to near the Italian Chamber of Deputies one night had gone unattended for so long that people were just leaving their garbage at its base, where a hump of refuse rose: the eighth hill of Rome. In a city whose stressed budget and inefficiencies mirror the country’s, garbage has become a huge issue, a symptom of the body politic’s iffy health.
On Tuesday I visited the doctor on the case. His name is Ignazio Marino. In June he was elected the new mayor of Rome, beating the conservative incumbent, who was backed by Berlusconi, with an impressive 64 percent of the vote, which suggested Italians’ eagerness for something new. Marino, 58, entered politics only seven years ago, and spent his professional life before then as a transplant surgeon specializing in livers (though he dabbled in kidneys and pancreases) and living for the most part in Pennsylvania.
He told me that running Rome wasn’t unlike one of his operations.
“A controlled emergency,” he explained.
He has the world’s best office, in a Renaissance palace on the Campidoglio, a hilltop piazza designed by Michelangelo. A balcony near his desk juts like the tapered prow of a ship over the ancient columns and arches of the Roman Forum. There, at your toes, is the spot where Mark Antony supposedly spoke after Caesar’s assassination. And there, at your fingertips, the Temple of Saturn. It’s a spellbinding view, but also a taunt, a reminder of past glories, of a grandeur long gone.
From a different part of Marino’s office, we gazed out a window to where he parks his bike, which he rides to work daily, partly to encourage a new mode of transportation in a city with too much traffic and poor mass transit. It looked awfully lonely. Romans prefer their scooters.
BUT while improving the transit and garbage situations are high on his to-do list, there’s a fuzzier item at the top, and it’s to run the kind of transparent, results-oriented administration that contradicts Italy’s current way of doing business, which he, like so many Italians I talked with, said was based on personal allegiances, debts owed and time served instead of merit.
“If we change that, the money and the investment will arrive,” he said, adding that he returned to Italy to make his successful bid for the Senate in 2006 because he figured it was time to stop bemoaning the country’s maladies and start treating them. Physician, heal thy homeland.
I asked him about the condition of the patient, meaning Rome.
A long, judicious pause.
“It’s salvageable,” he said.
I asked about Berlusconi’s legacy.
“The damage is the culture that he created,” Marino said. “Accountability was not a value.” Berlusconi made Italian life seem like an adolescent party, an endless rope-a-dope with the rules, in which what you achieved mattered less than what you could get away with, the spoils going to the slipperiest.
And now, the hangover. The wake-up call.
In the newspaper La Stampa two weeks ago, the columnist Luca Ricolfi apologized for not having weighed in for a while, but explained that there was nothing fresh to say. For 20 years, Italy hadn’t stirred. “Everything is inert and frozen,” he wrote.
In the Corriere della Sera a week later, the columnist Ernesto Galli della Loggia rued the country’s “years and years of paralysis,” during which a sort of gerontocracy prevented any real meritocracy. He was careful to note that while Italy was “slowly unraveling,” it wasn’t quite “plunging into the abyss.”
A large enough number of Italians remain just comfortable enough that they cling to the status quo, holding on to what they have now. But that only heightens the uncertainty about what they’ll have down the line. The future, after all, is built on flexibility and sacrifice, on making waves rather than treading water. Still they tread. In that, they have ample company in Western Europe and the United States.
“It’s unbelievable,” said Paolo Crepet, an Italian psychiatrist and lecturer whom I met on this trip. “We’re a creative people. We’re known around the world for our creativity.” But what he detects in his patients and audiences isn’t dynamism; it’s helplessness. “They’re waiting for somebody to lead them out,” he said. “They’re waiting for Godot.” Listening to him, I felt my stomach clench. Is fatalism what comes after too many years of pessimism? Is that where America is headed?
For Italy’s lack of direction, I encountered a metaphor almost too easy and convenient: road signs that could no longer be read, because untended, untrimmed grasses and branches obscured them. I was zipping past wonders, zooming through splendor. But I hadn’t a clue if I was actually getting anywhere.

Friday, October 25, 2013

Musica De Sexta-Feira

Acho que esse ainda nao rolou aqui. Bolero de Ravel. Quem nao conhece essa musica, deveria.



De Trambique Em Trambique O Mercado Vai. Para Baixo

Novo rico = velho trouxa.

Durante o periodo em que o pais pensou que fosse uma Suica, Finlandia ou Dinamarca, houve uma explosao no consumo alguns produtos que sao estigmatizados como ‘’de classe alta, gourmet, gente culta’’, etc.
Entre eles estavam os produtos trufados, ou de trufa, ou a base de trufa. Deus, o Obama e meu contador sabem que vendi um monte disso.

Na mesma epoca de voos lotados de italianos a GRU trazendo trufas escondidas nas calcas, apos um mini curso com um produtor serio de trufa cheguei a conclusao triste que muitos sao enganados o tempo todo. E esses produtores (em grande maioria Italianos) jogam contra o mercado. Por que? Porque colocam precos nas alturas, o tonto de primeira viagem compra o azeite, o creme, a manteiga e voila; gosto mezza boca, nada espetacular. 

Paga-se R$ 80.00 por um potinho cheio de batata e aromatizantes.
O cara me fez olhar os rotulos um a um dos produtos disponiveis no mercado. Deprimente. Tartufo nero em fatias? So olhar o genero e especie predominante Aestivum. Nao he o verdadeiro tartufo nero (melanosporum), mas sim o de verao. Basico para muitos de voces? Sim. Para mim foi somente mais uma aulinha triste.

Problemas em se comprar o tartufo de verao? Nao. A questao he comprar gato vagabundo por preco de lebre de primeira.

Para mim o pior mesmo foi o conteudo lotado de batata no creme. Segundo esse produtor nao ha ninguem no mercado nacional que importe/comercialize um produto feito realmente com trufas 100%.


Essa conversa mais uma vez me lembra a historia de varios produtos que as pessoas compram somente uma vez, e desiludidos com o resultado voltam ao tradicional mesmo. Segundo esse produtor na Europa ha otarios tambem que compram aos montes os mesmos produtos e invariavelmente o resultado he o mesmo: desilusao ou resignacao do tipo "acho que nao tenho paladar para as boas coisas".


Wednesday, October 23, 2013

Pensamentos Aleatorios: Como Vai? Tudo Bem?

Me cansei de ser uma pessoa honesta e sincera nas respostas ao famoso "oi, esta tudo bem com voce"?

Eu sempre respondo "nao, nao esta tudo bem, mas talvez minha vida esteja 85% bem. Ontem eu estava 87% bem e espero bater nos 90% bem amanha".

He impossivel estar tudo bem. Sempre ha um cabelo despenteado, um pneu com 29 libras ao inves de 30 . Ou estou sem ovos na geladeira, ou ainda as minhas secretarias gemeas estao de ferias.

Ao perceber que as pessoas nao entendiam porque jamais digo ''nao esta tudo bem, mas 100> xx % bem" eu estou pensando no que dizer de volta. 

Um velhinho cliente meu (ex-chefe da secretaria da seguranca do governo do estado de SP, hoje com 96 anos) uma vez me falou que se irritava com o ''como voce esta'''? Ele sempre replicava um '' nao he do seu peculio''. 

Lovely.


Monday, October 21, 2013

Espalhando Coisas Boas. Grande Artigo

Quem me enviou isso sera um diplomata que sera sustentado por nosso dinheiro, mas he otimo saber que meu dinheiro paga por pessoas assim. 

http://www1.folha.uol.com.br/colunas/joaopereiracoutinho/2013/10/1359584-diario-da-europa.shtml


Café Brasileiro, Ainda Muito Longe Dos Melhores

Dona Barata me trouxe um café estraga paladar da Guatemala. Plantado (e oh, colhido) a 1550 metros de altitude o café amadureceu como as grandes uvas de altitude e clima corretos: Devagar, sem pressa, apurando o açúcar e a acidez.

Para “piorar”ainda mais as coisas o café foi colhido manualmente.  Esta sendo meio deprimente voltar a tomar café brasileiro após mais uma experiência favorável com café dos estranjero.  Por que ‘’nosso’’ café não esta on a par com os melhores do mundo?

Fatores que influenciam uma ótima bebida:

Clima, altitude, tratos culturais, colheita manual, secagem correta e constante, torra, armazenagem e transporte.

Já pensou ter uma fazenda de 1500 hectares de café e colher tudo a mao?  E para secar tudo isso no brazo?  A conta não fecha (como ocorre nos países da Colômbia para o norte)

Ah, o preço que ela pagou em Seattle foi muito mais barato que os cafés da moda no Brasil. Suplicy, Santo Grão, Coffee lab, Octavio’s, museu de Santos.