Gabriel Limma

Helping businesses cross borders and families grow legacies. Managing Partner @ Endeamond. My tennis coach can't be blamed for my game.

[Gabriel Limma @thelimma_com]

@BastienFachan Not a fan of him. But I would never guess it

[Gabriel Limma @thelimma_com]

@josemorgado Cerundolo is a 250 player. When it gets to Slams, he chokes. Every single time.

[Gabriel Limma @thelimma_com]

@daemon404 The reality is: they are replacing overrated employees with underrated employees.
Welcome to the real world.

[Gabriel Limma @thelimma_com]

@ankurnagpal I’m a client of Evernote since 2008.
Bending Spoons saved them and made it an excellent product.
I couldn’t be happier.

[Gabriel Limma @thelimma_com]

Hong Kong surpassed Switzerland as the world's leading hub of cross-border wealth, with $2.95 trillion against $2.94 trillion from Switzerland, according to Boston Consulting Group's Global Wealth 2026 report, driven by inflows from mainland China.

[Gabriel Limma @thelimma_com]

If true, this is going to be yuuuge.

[Polymarket Money @PolymarketMoney]

BREAKING: 𝕏 Money is reportedly launching with 6% APY, up to $10M in FDIC insurance, unlimited 3% cashback and a physical Visa metal card.

[Gabriel Limma @thelimma_com]

@AnaliseGeopol Esse cabo já está em operação desde 2021.

[Gabriel Limma @thelimma_com]

The US Presidency tried to buy time until the midterm elections.
However, that might have been the most fragile peace memorandum of all time.
Israel and its allies in the US will never allow that deal to materialise.
The war will resume. It's just a matter of time.

[Gabriel Limma @thelimma_com]

@_britmonkey The questionnaire is superficial and less intelligent than I supposed it would be.
The results reflect that.
I tend to agree with the woke vs chudd diagnostic.
But I'm 0% Dubai and 0% Davos. The analogy misses the mark.

[David Lee @DavidLe76335983]

Trump will be pissed
Bessent will come out and talk about how strong USD and nothing can replace it

RMB denominated bond (Panda Bond) is coming to IS backyard. Brasil becomes the first country in Latin America to issue Panda Bond

[Gabriel Limma @thelimma_com]

WHAT HAPPENED WHEN THE CIA TRIED TO BRIBE LEE KWAN YEW

One day, the CIA attempted to recruit the head of Singapore’s Internal Security Department.

The American operative assigned to the mission was arrested on the spot.

In an effort to contain the incident, a senior envoy from Washington
was dispatched to Singapore without delay.
Behind closed doors, he offered Lee Kuan Yew US$3.3 million in exchange for his silence.

Lee Kuan Yew rejected the offer outright. Calmly and without hesitation, he made a counter-proposal that landed like a sharp rebuke:

Singapore had no need for bribes; what it needed was US$33 million in economic assistance.

Five years later, he decided to make the affair public.

The United States Department of State immediately denied the allegations.

That was when the insult became twofold.

First, because they had assumed that Singapore’s leaders could be bought.

Second, because by denying the facts, they were effectively calling Lee Kuan Yew a liar.

He then summoned the press and issued a blunt ultimatum:
if the United States continued to deny what had happened, the documents and recordings would be released to the public.

Within hours, Washington backed down.

The State Department fully acknowledged that Lee Kuan Yew’s account was accurate.

This episode serves as a reminder of a truth too often forgotten:
a nation’s sovereignty is not measured by its size, but by the character of those who govern it.

When a state respects itself, even empires eventually retreat.

[Gabriel Limma @thelimma_com]

@macrokurd The facts support your opinion.

[Gabriel Limma @thelimma_com]

@ThierryBorgeat Gravity remains undefeated.

[Gabriel Limma @thelimma_com]

@caprioleio There must have existed a ponzi scheme maestro who had a second thought and found a way to return all the money to his investors before the whole thing blew up.
I have never heard of one, though.

[Gabriel Limma @thelimma_com]

@NotA_Bull Visa and Mastercard have lost part of their moat and are losing global market share (think of China, Russia, and Brazil, for example).

[Gabriel Limma @thelimma_com]

UAE sovereign fund Mubadala will sell a controlling stake in Metro Rio, the cash cow company running the subway system in Brazil's former capital.
Before the war with Iran, this move seemed unlikely.
Is the U.S. ally feeling constrained to focus on the Emirates' short-term needs?

[Article in Brazilian Portuguese]

https://t.co/quFg5mXnpa

[Gabriel Limma @thelimma_com]

At first sight, most of our clients in Asia do not believe when we tell them Brazil treasuries pay 14.5% yy (real interest rate of 9.5% a year).
The local hedge funds, banks, and family offices got used to these stratospheric yields.
Now, to bend the local resistance to a civilised monetary policy would be a heroic task.

[MacroKurd @macrokurd]

Brazil rates explode to price Jan 30 Selic at 15%.
Locals talk hyperinflation risks? Fiscal risks?

Credit market remains 'chilled'. CDS spread vs CDX Index unchanged.

Basically local hedge fund players attack local rates.

International credit players behave more rationally.

[Gabriel Limma @thelimma_com]

@daveatherton Nobody helping the good guy….

[Hedgie @HedgieMarkets]

🦔Community protests have blocked $130 billion in data center projects so far this year. Q1 2026 produced the most blocked and delayed projects on record. Nashville collected 180,000 petition signatures in days. Charlotte voted on a moratorium.

My Take
These companies committed hundreds of billions in capex and filed IPOs on the assumption the data centers would get built. $130 billion of them didn't.

Communities across the country figured out how to organize against these projects before the developers could lock in permits. The industry built its financial models around infrastructure that doesn't have permission to exist yet, at least not on the timeline the IPOs need.

Hedgie🤗