O que é este blog?

Este blog trata basicamente de ideias, se possível inteligentes, para pessoas inteligentes. Ele também se ocupa de ideias aplicadas à política, em especial à política econômica. Ele constitui uma tentativa de manter um pensamento crítico e independente sobre livros, sobre questões culturais em geral, focando numa discussão bem informada sobre temas de relações internacionais e de política externa do Brasil. Para meus livros e ensaios ver o website: www.pralmeida.org. Para a maior parte de meus textos, ver minha página na plataforma Academia.edu, link: https://itamaraty.academia.edu/PauloRobertodeAlmeida.

sexta-feira, 10 de janeiro de 2014

Governos coruptos e incompetentes, e o direito de dizer isto - Anne Applebaum

Bem, estamos um pouco longes desta vez, mas o direito elementar de lutar contra governos incompetentes, ou corruptos, ou as duas coisas ao mesmo tempo, e contra várias outras coisas mais, como a denúncia da proteção dada a carteis e monopólios de capitalistas amigos, da aceitação que máfias disponham de recursos públicos, ou que permaneçam impunes, bem tudo isso é direito elementar numa democracia, não é mesmo?
Paulo Roberto de Almeida 
Anne Applebaum
Anne Applebaum
Opinion Writer

Can Ukraine and India go beyond slogans?

The Washington Post Opinion, January, 9, 2014


In the first week of the new year, in two very different parts of the globe, the citizens of two very different democracies were struggling with a very similar problem: how to reform a corrupt but legitimately elected political elite.
This isn’t a new problem, or an unfamiliar one. It certainly isn’t limited to the developing world. Voters in the United States and Europe have long grappled with flawed democracies and flawed democrats, as have voters from Mexico to Turkey to Brazil. But in recent months, the fight for reform has taken particularly dramatic turns in India and Ukraine.
Anne Applebaum
Applebaum writes a biweekly foreign affairs column and contributes to the PostPartisan blog.
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In Kiev, opponents of the current government are hunkering down for what looks set to become an extended street revolution. On New Year’s Eve, more than 100,000 Ukrainians gathered on the Maidan, the capital’s central square, and sang their national anthem (“Ukraine Has Not Yet Perished”) at the stroke of midnight. A smaller group of protesters have not left the square at all since the Ukrainian president, Viktor Yanukovych, abruptly refused to sign a trade treaty with the European Union in November. The participants support closer links to Europe and oppose closer union with Russia. They also oppose the authoritarianism that Russia represents, as well as its echoes at home: their own corrupt, oligarchic economy, their own murky security police. The latter beat up one particularly vocal Ukrainian activist on Christmas Day and left her for dead.
But while all of these things are said openly every day on the Maidan, there isn’t much evidence that anyone in power is listening. Yanukovych’s government gave up trying to clear the square by force — violence inspired more demonstrators — and now seems inclined to wait it out. It’s cold in central Kiev; people have jobs and families. It must be something to hear 100,000 people singing at midnight, but how does that change things? The crowd wants Yanukovych out, but an alternative has not yet emerged.
A year ago, a similarly broad and inchoate reform movement in India had reached a similarly dramatic turning point. Throughout 2011 and 2012, Anna Hazare, an activist who uses the symbols and tactics of Mohandas Gandhi — simple dress, nonviolent protest, hunger strikes — mobilized hundreds of thousands of Indians to support his campaign against corruption and in favor of political reform. He had some success: His 12-day hunger strike in August 2011 forced a panicked Indian government to agree to pass new anti-corruption legislation.
But after that, Indians began to drift away. A sense of stasis returned. The movement divided, and its leaders began to argue. One, Arvind Kejriwal, wanted to turn the street revolution into a political party. Hazare was against it. “Politics is not service,” he declared, “it is all about selfishness.” Kejriwal disagreed. He left Hazare and founded Aam Aadmi, the Common Man Party, a move that many deemed quixotic. Even his admirers thought it made no sense to challenge India’s large and well-funded mainstream parties.
They stopped laughing when Aam Aadmi emerged as the governing party in Delhi’s state assembly after elections in December. I was in India last week, just days after Kejriwal became chief minister of Delhi — the top executive of a region containing 22 million people— and no one was laughing then either. On the contrary, the Indian press marveled: Kejriwal is conducting meetings out of his tiny, suburban apartment! Kejriwal wears a paper Gandhi cap! Within hours of taking office, he had banned water payment schemes that Delhi bureaucrats had long used to enrich themselves.
Kejriwal may turn out to be a disappointment. He may indeed be corrupted by power. His party may not be strong enough to win national votes. In the southwestern city of Kochi, I was told that Aam Aadmi still had no local presence, though many hoped it would. But Kejriwal’s decision to join the fray, to institutionalize his movement, to enter the “selfish” world of politics and leave behind the purity of the street revolution, has given him and his supporters the opportunity, at least, to bring about deeper change.
The real test of Ukraine’s revolution is whether its leaders can now do the same. Indeed, this is the real test of any protest movement in any democracy: Can its members find a way to join the system in order to change the system? In the end, a street movement’s success isn’t determined by the crowds it can mobilize, the clever slogans its members chant or even the government ministers it persuades to resign. Success is creating a real political alternative — and then getting that alternative elected to power.

Atentado contra a vida privada: do presidente frances (e a seguranca?) - Le Monde

Vie privée : Hollande veut porter plainte contre « Closer » 

Le Monde.fr avec AFP |  • Mis à jour le 
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François Hollande à Toulouse, le 9 janvier 2014.

A la suite de la parution du magazine Closer évoquant la relation du chef de l'Etat avec une comédienne, François Hollande tente de faire taire la rumeur. S'exprimant en son nom propre et non en tant que président de la République, il« déplore profondément les atteintes au respect de la vie privée auquel [il a] droit comme tout citoyen », ajoutant qu'il « examine les suites, y compris judiciaires, à apporter ».

L'hebdomadaire people avait annoncé, peu après 23 heures jeudi sur son site, une édition spéciale pour le lendemain « révélant dans un dossier spécial de sept pages les photos de la relation ». « L'amour secret du président », annonce la « une ».
« PHOTOS ÉTONNANTES »
« Autour du jour de l'an, le chef de l'Etat, casque sur la tête, rejoint à scooter la comédienne dans son pied-à-terre où le président a pris l'habitude de passer la nuit », écrit Closer. « Des photos étonnantes », poursuit l'hebdomadaire, qui « pose la question aussi de la sécurité du président. Le chef de l'Etat est accompagné d'un seul garde du corps qui protège le secret de ces rencontres avec la comédienne et apporte même les croissants ! »
Officiellement, le chef de l'Etat a pour compagne la journaliste Valérie Trierweiler, après avoir longtemps vécu avec l'ancienne candidate à la présidentielle de 2007, Ségolène Royal, avec qui il a quatre enfants.
L'actrice, âgée de 41 ans, avait déjà porté plainte à la fin de mars 2013 auprès du parquet de Paris pour identifier les auteurs d'une rumeur diffusée sur Internet qui lui prêtait une liaison avec François Hollande.
En 2012, elle avait participé à un clip de campagne de François Hollande où elle qualifiait le candidat à la présidentielle d'homme « humble »« formidable » et« vraiment à l'écoute ». Dès la publication de l'article de Closer sur son site, plusieurs personnalités politiques avaient réagi jeudi soir sur Twitter

Academia.edu: um belo empreendimento cooperativo do mundo acadêmico

Depois de alguns começos difíceis, com duplicação de inscrição, e perda de várias horas de trabalho, parece que estou quase acertando com uma nova plataforma de trabalho, para a divulgação e intercâmbio de papers acadêmicos, onde pretendo depositar todos os meus trabalhos que não possuem copyright comercial.
Trata-se de Academia.edu, neste link geral:

https://www.academia.edu/

O meu site, ou meu espaço está neste link:
https://uniceub.academia.edu/PauloRobertodeAlmeida

Estou recém começando -- recomeçando, em vários casos -- a colocar os meus textos; como são muitos, vai demorar um bocado para eu colocar todos os mais interessantes.

Abaixo uma descrição sumária e um artigo na revista Forbes sobre esta plataforma.
Paulo Roberto de Almeida


Academia.edu is a platform for academics to share research papers. The company's mission is to accelerate the world's research.
Academics use Academia.edu to share their research, monitor deep analytics around the impact of their research, and track the research of academics they follow. 6,567,437 academics have signed up to Academia.edu, adding 1,616,771 papers and 957,662 research interests. Academia.edu attracts over 5 million unique visitors a month.
Forbes, 8/19/2012 @ 4:07PM |2,607 views
Alex Knap

Who's Reading And Using Scientific Papers? Academia Will Find Out

One of the best things about the widespread adoption of the internet and social media has been the ability of scientists to share their research quickly. Sites like ArXiv andResearchGate allow papers and other data to be shared among like-minded academics and the public alike prior to journal publication. But despite the easy spread of information, one problem remains: how can academics determine how influential and impactful their work truly is? That’s where Academia.edu, one of the largest academic social networks, has stepped in.
The site currently has over 1.6 million members, who have submitted over 1.5 million pieces of research. To help make that data more meaningful to the researchers who use they site, they developed an analytics dashboard that allows scientists to determine the true reach of their papers and data. Last week, that dashboard left beta and is now open to all members of the site. This, the site hopes, will be a major step forward in advancing the research and careers of its members.
“Academic and scientific discourse is mediated by paper supremacy. Over the last ten years, the landscape has changed to the point that most academics review research online,” Academia.edu co-founder Richard Price explained to me on the phone. “But what hasn’t caught up is a way to measure the impact of research uploaded online. We’re in the middle of a fascinating transition in science to being a web-native form of communication.”
So where scientists are finding themselves – especially early in their careers – is a point where they have a difficult time demonstrating to grant and tenure committees how much impact their previous work has had. That’s because, Price explained to me, there’s a significant time lag currently in the system. Because of the time it takes to publish, and then the time it takes for other researchers to use and cite your work, then have their results published, it can be five years or longer before a researcher has any metrics to demonstrate the impact of their work.
That’s where Academia.edu’s new dashboard steps in. When researchers update their paper to the site, they’ll be able to track the same types of analytics that websites use. This includes the total number of people who’ve viewed a paper, what sites are referring people to their paper, and what countries researchers are reading those papers from.
“One can glean from Academia.edu stats new ways of conceptualizing research impact,” said Tim Ritchie, a University of Limerick lecturer said in a press release. “When I was being considered for a promotion, my Academia.edu stats demonstrated to members of our promotion committee that what they helped fund — and the work we produce from such funding — actually gets searched for, read, and printed. Knowing that people outside my own network of international collaborators actually read our work intrigues and inspires me.”
One other benefit of these statistics, notes Price, is that they provide an incentive to researchers to update raw data, not just finished papers. That’s because, he said, “the science funding market is so competitive, this allows researchers to add another arrow to quiver. Hiring and grant committees really care about this stuff. Historically, all those committees can look at were journal publications. I expect this to lead to the emergence of a much larger range of media used to explain and explore research.”

quinta-feira, 9 de janeiro de 2014

EUA e a guerra contra a pobreza: a pobreza ganhou - Cato Institute, Wall Street Journal, Washington Post


The War on Poverty at 50



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Fifty years ago, President Lyndon Johnson delivered his first State of the Union address, promising an “unconditional war on poverty in America.” Looking at the wreckage since, it’s not hard to conclude that poverty won. Says Cato scholar Michael D. Tanner, “The entire concept behind how we fight poverty is wrong. The vast majority of current programs are focused on making poverty more comfortable – giving poor people more food, better shelter, health care, etc. – rather than giving people the tools that will help them escape poverty.”

OPINION

Robert Rector: How the War on Poverty Was Lost

Fifty years and $20 trillion later, LBJ's goal to help the poor become self-supporting has failed.

Jan. 7, 2014 6:36 p.m. ET

On Jan. 8, 1964, President Lyndon B. Johnson used his State of the Union address to announce an ambitious government undertaking. "This administration today, here and now," he thundered, "declares unconditional war on poverty in America."

(...)

New tactics for a renewed War on Poverty

By the Washington Post: January 9, 2014

Assessing the outcome of the War on Poverty — announced 50 years ago — has always been complicated by the hopes it initially inspired. After his election in 1964, Lyndon Johnson proclaimed that Americans were living in “the most hopeful times since Christ was born in Bethlehem.” Which raised expectations pretty high — and placed LBJ in the manger. Elsewhere in the same vein, he said, “For the first time in our history, it is possible to conquer poverty.”

The actual result — as in most complex endeavors — is mixed. Programs such as Medicare and Medicaid are woven tightly into the fabric of American life. Both are costly and need serious reform — and represent some of the most admirable, humane moral advances of the 20th century. The War on Poverty’s increase in Social Security benefits dramatically reduced poverty among the elderly, with few unintended social or behavioral consequences. Nutrition programs have fortified generations of children, while encouraging dependence on . . . food.

Other efforts, such as the expansion of Aid to Families with Dependent Children, became political shorthand for unintended social and behavioral consequences, leading a Democratic presidential candidate to promise an end to “welfare as we know it.” For decades, the federal role in improving education for low-income children was a resounding, embarrassing, scandalous failure. Some of LBJ’s ideas, such as Head Start, still seem so promising that we keep trying to get them right, even when social science finds modest results.

Political judgments on the War on Poverty are generally little more than an ideological Rorschach test. But beyond simple pronouncements of failure or success, a few things are clear: The federal government has met some human needs on a vast scale; it also does not know how to conquer poverty. The United States, at all levels of government, spent about $1 trillion on transfer programs last year, while more than 40 million people remain below the poverty line.

If you were making a judgment about the War on Poverty in, say, 1968, it would have seemed an unqualified success. A decline in the poverty rate seemed closely correlated with increasing expenditures. But progress quickly ran into economic and social obstacles that are not addressed by government payments. Advancing technology and globalization began draining the country of decent-paying, lower-skill jobs. Many American educational institutions proved incapable of imparting higher skills — or basic skills, for that matter. At the same time, social trends began undermining family structure and community health. (The tie between single-parent households and poverty is an economic, not a moral, assertion. Poor single parents naturally find it harder to hold full-time jobs and invest in the welfare of their children.)

This is a type of poverty that Johnson could not foresee: a decline in blue-collar jobs, rooted in global trends, requiring workers to gain skills that schools could not reliably impart, leaving whole communities economically depressed and isolated, while many children were deprived of economically stable and supportive two-parent families, leading to dangerously stalled social mobility and creating divisions of class that are inconsistent with the American ideal.

These problems — which reinforce and complicate each other — still require the effort and idealism of the War on Poverty. But the methods will need to be very different. Neither traditional safety-net programs nor economic growth alone is sufficient. A new (and hopefully renamed) War on Poverty would require improvements in labor markets — increasing the skills of workers and the rewards of work, and reaching many who are entirely alienated from the workforce. And it would require encouraging the norm of marriage before childbirth and catalyzing the work of community institutions (including religious nonprofits), which give people the skills and values to succeed in a free economy.

Note that a comprehensive effort would require flexibility on both sides of the ideological spectrum. For liberals, there is a difference between using social mobility as a unifying national goal and employing economic inequality as a political cudgel.

For conservatives, a preference for the work of markets and civil society can’t be used as an excuse for inaction when civil society is beleaguered and overwhelmed (in part) by powerful economic trends. Recent Republican anti-poverty initiatives have been rhetorically promising but substantively thin.

Yet given the seriousness of persistent poverty, any president, or aspiring president, must take the stage that LBJ mounted — and still dominates half a century later.

Read more from Michael Gerson’s archivefollow him on Twitter or subscribe to his updates on Facebook .

Read more about this issue: Dana Milbank: The GOP’s War on the War on Poverty Katrina vanden Heuvel: The impoverished Republican poverty agenda Robert Rector: How Obama has gutted welfare reform


Brasil: Fuga de capitais? - InfoLatam

Brasil divisas

Brasil registra en 2013 la mayor fuga de dólares desde 2002

Infolatam/Efe
Río de Janeiro, 8 de enero de 2014

Las claves
  • Marzo, abril, mayo y noviembre fueron los únicos meses que registraron números positivos durante el año, que cerró con un déficit de 8.780 millones de dólares en diciembre.
Brasil registró en 2013 un flujo cambiario negativo de 12.261 millones de dólares, la mayor fuga de la divisa estadounidense desde 2002, según divulgó el Banco Central.
La cifra contrasta con los 16.753 millones de dólares a favor con los que el país suramericano terminó el año de 2012.
Marzo, abril, mayo y noviembre fueron los únicos meses que registraron números positivos durante el año, que cerró con un déficit de 8.780 millones de dólares en diciembre.
El resultado del año fue acentuado por el déficit de la cuenta financiera, que incluye la inversión extranjera y la participación en mercados de capital, con un saldo negativo de 23.396 millones de dólares.
La cuenta corriente, referente a exportaciones e importaciones, se saldó con 11.136 millones de dólares a favor.
En diciembre, la cuenta financiera presentó un déficit de 6.898 millones de dólares y la comercial un saldo negativo de 1.881 millones para el mes.
La fuga de dólares obedeció en gran parte a la depreciación acumulada en 2013, del 15,49 %, del real frente al “billete verde”, que cerró el año negociado a 2,355 reales para la compra y 2,357 reales para la venta en el tipo de cambio comercial.

Uma disputa dinossaurica na Bolivia: neoliberalismo ou neoestatismo? - Vargas Llosa vs Garcia Linera

Resta saber quem são os verdadeiros dinossauros: aqueles que proclamam as virtudes da economia de mercado, ou os que afiançam os valores do Estado indutor, corretor, dirigente.
Um teste da História nos mostraria o caminho: a América Latina, desde pelo menos os anos 1940 vem tentando se desenvolver pela via do Estado. Quais foram os progressos realizados?
Algum país conseguiu ultrapassar a barreira do subdesenvolvimento por essa via?
Paulo Roberto de Almeida

Bolivia

Vicepresidente boliviano llama “dinosaurio” del neoliberalismo a Vargas Llosa

Fotografía cedida hoy, lunes 7 de mayo de 2012, por la Agencia Boliviana de Información/ SOLO USO EDITORIAL/ NO VENTAS
Infolatam/Efe
La Paz, 8 de enero de 2014
Las claves
  • "Lamentamos que sea un último espécimen de un parque jurásico en vías de extinción porque eso son los liberales, los de pensamiento liberal en el mundo entero", dijo García Linera.
  • El Premio Nobel de Literatura 2010 llegará a Santa Cruz el próximo 22 de enero, invitado por la privada Fundación Nueva Democracia, y permanecerá durante seis días.
El vicepresidente de Bolivia, Álvaro García Linera, tildó de “dinosaurio” del neoliberalismo al escritor peruano Mario Vargas Llosa, cuya visita al país andino a fines de este mes ha sido criticada por el Gobierno de Evo Morales.
García Linera, que ejerce la Presidencia interina de Bolivia por el viaje de Morales a Nueva York, señaló que aprecia “mucho” a Vargas Llosa como literato y novelista porque “tiene una calidad extraordinaria” pero, a su juicio, “como ideólogo es una pena”.
“Como político, es un hombre fracasado, un dinosaurio que debería estar en un parque jurásico porque en el siglo XXI hablar de neoliberalismo es (como estar en) un parque jurásico que está en vías de extinción”, dijo a los medios en el departamento de Santa Cruz (este).
“Lamentamos que sea un último espécimen de un parque jurásico en vías de extinción porque eso son los liberales, los de pensamiento liberal en el mundo entero”, agregó.
El Premio Nobel de Literatura 2010 llegará a Santa Cruz el próximo 22 de enero, invitado por la privada Fundación Nueva Democracia, y permanecerá durante seis días.
Vargas Llosa tiene previsto reunirse con el gobernador de la oriental Santa Cruz, el opositor Rubén Costas, quien es candidato a los comicios presidenciales previstos para octubre próximo.
También dará conferencias, se reunirá con artistas y líderes de opinión y, además, visitará la zona de las Misiones Jesuíticas del oriente, que son patrimonio cultural del país.
El literato ha criticado varias veces a Morales, al considerar que no gobierna de forma democrática y tiene orientaciones autoritarias, una crítica que también le ha hecho Costas y que ha rechazado el Ejecutivo boliviano.
El Gobierno boliviano cree que la llegada de Vargas Llosa es parte de una estrategia montada desde Estados Unidos para desprestigiar a la Administración de Morales.
García Linera insistió hoy en que la reunión del escritor con el gobernador Costas será “un encuentro de personajes del parque jurásico en términos ideológicos” porque, según dijo, el neoliberalismo pertenece al siglo pasado y ha fracasado.


Economia Politica do Governo Lula - livro de Luiz Filgueiras e Reinaldo Goncalves (disponivel)

A versão completa do livro A Economia Política do Governo Lula (Luiz Filgueiras e Reinaldo Gonçalves), publicado pela Editora Contraponto, já está disponível em versão completa (PDF). Ele pode ser baixado gratuitamente no portal:


Taxas de crescimento do Brasil na ultima decada: uma tendencia declinante

Os dados são de conjuntura, mas reveladores de uma tendência ao baixo crescimento, em todo caso abaixo da média mundial, abaixo da média latino-americana e três vezes menor do que a dos países emergentes dinâmicos.
Estamos indo para o crescimento zero?
Paulo Roberto de Almeida

BRAZIL GDP GROWTH RATE

The Gross Domestic Product (GDP) in Brazil contracted 0.50 percent in the third quarter of 2013 over the previous quarter. GDP Growth Rate in Brazil is reported by the Instituto Brasileiro de Geografia e Estatística (IBGE). GDP Growth Rate in Brazil averaged 0.74 Percent from 1996 until 2013, reaching an all time high of 4.50 Percent in the third quarter of 1996 and a record low of -4.20 Percent in the fourth quarter of 2008. Brazil is the seventh largest economy in the world and the largest in Latin America. In recent years, the country has been one of the fastest-growing economies in the world primarily due to its export potential. The country’s trade is driven by its extensive natural resources and diverse agricultural and manufacturing production. Also, rising domestic demand, increasingly skilled workforce along with scientific and technological development, have attracted foreign direct investment. However, bureaucracy, corruption and weak infrastructure remain the biggest obstacles to economic development. This page contains - Brazil GDP Growth Rate - actual values, historical data, forecast, chart, statistics, economic calendar and news. 2014-01-09

ACTUALPREVIOUSHIGHESTLOWESTFORECASTDATESUNITFREQUENCY
-0.501.804.50-4.200.73 | 2013/121996 - 2013PERCENTQUARTERLY

TO 

Historical Data Chart

Dois vendedores de nuvens: Eike e Lula - Ricado Velez-Rodriguez

MÁS COMPANHIAS: O ESTADO PATRIMONIAL

Capa da Revista Businesssweek
A revista Businessweek (edição de 3 de Outubro de 2013) fazia a seguinte pergunta: "Como perder uma fortuna de 34,5 bilhões de dólares em um ano?" E, na capa, aparecia a fotografia de Eike Batista.

Acho que a pergunta foi formulada para a pessoa errada. Deveriam os editores interrogar ao ex-presidente Lula, pois foi ele quem atraiu, com canto de sereia barbuda, o jovem investidor, a fim de fazer dele um "campeão de bilheteria", como outrora, em melhores épocas da nossa história patrimonialista, os generais faziam de comuns empreendedores cooptados pelos planos tecnocráticos de desenvolvimento, os megaempresários do futuro, que deveriam ser mostrados ao Brasil e ao mundo.

Lembram os leitores que, no início do idílio cooptativo, o jovem empresário subastou, num restaurante chique, o seu paletó para engordar as arcas lulistas? Pois bem, Eike calculou mal o tamanho dos bens que o sapo barbudo engoliria com a sua fome pantagruélica.. Alguns afirmam que a idéia de Lula era fazer de Eike o presidente da Vale. Ainda bem que não foi posto em marcha esse plano; hoje a grande mineradora nacional estaria de pires na mão, na porta dos juizados, tentando negociar uma concordata que a tirasse do sufoco, com prejuízo enorme para os investidores. O que a petralhada fez com a Petrobrás prova sobejamente o descalabro que os !companheiros" conseguem produzir em empresas outrora prósperas.

Eike, não há dúvida, é um empresário de talento, o que mostrou desde muito jovem. Herdou do pai, Eliezer Batista, o gosto pelo risco e pelo empreendedorismo. Herdou da mãe, sem dúvida, a rígida disciplina germânica. O problema é que quando um bom empresário se alia ao Estado Patrimonial, ou melhor, quando é cooptado por ele, converte-se em "gato gordo", ou seja, perde competitividade, arrojo e independência. Tudo porque o Leviatã anestesia os seus filhotes com dinheiro fácil (os créditos brandos do BNDES), tornando-os reféns do favor estatal. (algo assim como uma bolsa família para empresários...). 

Alguém perdeu com a aventura falida do Eike. Foram principalmente os investidores estrangeiros, segundo informa, na revista América Economia(edição de 6 de Janeiro de 2014), o articulista Sérgio Siscaro ("O legado de Eike Batista"). Esses investidores perderam num jogo em que o elemento de suspense é o risco. Perderam feio, mas não quebraram. Investidor internacional está preparado para ganhar e perder. Foram procurar outros países com políticas públicas mais sérias. Decerto que hoje estariam eles curiosos em saber o por quê da finitude das promessas de um país, como o Brasil, que há alguns anos despontava como capa da revista The Economist e hoje amarga a desconfiança dessa mesma publicação e das agências classificadoras de risco.

Os investidores aprendem rápido a lição e foram chocar os seus ovinhos de investimento em ninhos menos ameaçadores. Até mesmo entre os países em desenvolvimento, fala-se hoje do grupo MINT (México, Indonésia, Nigéria e Turquia) que estão atraindo os investimentos que deixaram de ser feitos em países de maior risco como o Brasil. 

A respeito da mudança das condições econômicas do país, escreve Sérgio Siscaro: "Se por um lado o surgimento do “império X” aconteceu em um momento bastante favorável para o Brasil, no qual o país era visto como um dos emergentes com taxas de crescimento mais dinâmicas, sua derrocada ocorre exatamente quando os indicadores do país já não são tão positivos. O próprio grau de investimento, outorgado ao Brasil pelas agências classificadoras de risco internacionais entre 2008 e 2009, corre o risco de ser perdido no ano que vem. E esses são motivos mais do que suficientes para afastar qualquer investidor do país".

Mas o leviatã patrimonialista brasileiro está tranquilo: já houve outras épocas com crise internacional no meio e, disso tudo, emergiu o Estado Patrimonial com força renovada, tendo engolido as riquezas dos incautos que chegaram muito perto dele. Foi o que aconteceu, no século XIX, com o grande campeão da indústria nacional, o barão de Mauá, que terminou sendo vítima da cupidez e da vingança dos burocratas do Ministério imperial, a começar pelo titular da pasta da Fazenda, José Maurício Wanderley, barão de Cotegipe, que fez de tudo para aniquilar as empresas de Mauá. Esse episódio faz lembrar o que dizia Max Weber em relação ao Estado patrimonial: o soberano tolera tudo, menos a incômoda companhia daqueles que ousam lhe fazer sombra.

Mas Lula e Eike se entenderam, desde o início, maravilhosamente. Como frisava Augusto Nunes na sua coluna "Direto ao Ponto" (31-10-2013), "Lula só poderia chegar ao coração do poder num lugar onde tanta gente confia em eikes batistas. Eike só poderia ter posado de gênio dos negócios num país que acredita em lulas. É natural que tenham viajado tantas vezes no mesmo jatinho. É natural que se tenham entendido tão bem. Nasceram um para o outro. Os dois são vendedores de nuvens".
Lula e Eike, "vendedores de nuvens", segundo o colunista Augusto Nunes.