Alfredo Gimenez

#TRUMP imposed a 3.5% fee on money transfers out of the U.S., including investments.

Interestingly, this is the same type of charge and at the same level that Brazil has just created. The difference is that in Brazil the charge only affects the wealthiest, with an exemption up to 50 thousand Reais.

Either both are right or both are wrong...

With #Trump2024 , the image of the Dollar worsens and benefits cryptocurrencies and emerging countries.

The Dollar is losing value against most currencies in the world and this has significantly boosted $BTC .

It is not the #Bitcoin that is appreciating; it is the dollar that is depreciating. And the target should be US$ 125 THOUSAND! Of course, with corrections and bumps along the way.

The American debt is about US$ 30 trillion and the American government will need to roll over around US$ 9 trillion of the debt in the second half.

If the US rolls over at the current interest rate level, it will become very burdensome for the government, depreciating the American currency. As happens with any country. In Argentina, for example.

Another factor, a direct consequence of Trump's policies, is the temporary suspension of the tariff war between the United States and China, which made investors a little less wary of buying cryptocurrencies and securities from emerging countries, such as Brazil.

It should be understood that the "risk" of these other investments is as real and tangible as the supposed security that the same investors placed in the US and in Trump, before he assumed the presidency. That is: mere supposition rooted in ideology and herd effect.

It is ironic that in the attempt to strengthen the Dollar, Trump motivated the migration to other assets and opportunities, anticipating the decline of the economy that he wanted to strengthen.

Can the dollar fall even more in the world? Economists at the American bank Morgan Stanley believe so.

The American currency has already accumulated a depreciation of 10% just against the real in 2025, and the movement may intensify in the coming weeks.

In a report sent to clients, analysts write that they project the appreciation of American stocks and also of the futures interest contracts of the Central Bank.

However, the dynamics of the global economy and the reduction in trade tensions promoted by American President Donald Trump should weaken the dollar even further in the coming weeks.

This means that the dollar could be close to 5.10 Reais or less in December.

So, if you can, wait a few months if you are going to buy the currency. Or sell at the next seasonal high that occurs if that is advantageous for you.

This is NOT an investment suggestion, but it would be good for you to favorite this post and come back in 6 months to comment 😉

The President of South Africa, Cyril Ramaphosa, was the target of a diplomatic ambush orchestrated by the President of the United States, Donald Trump, during an official visit to the White House.

Trump pressured Ramaphosa in front of cameras and aides with false or out-of-context videos. One of them pointed to alleged clandestine cemeteries in the country.

With firmness and serenity, Ramaphosa dismantled the staging. He questioned Trump about the origin of the videos, which the Republican admitted he did not know.

Then, with irony, the South African reacted to the provocation: "I'm sorry, I don't have a plane to give you," he said in a tone that many present understood as a veiled denunciation of the promiscuity between Trump and authoritarian regimes, like that of Qatar, from whom he received a luxurious Boeing worth 1 billion.

Completely out of diplomatic protocol, the childish attempt at humiliation was the same used against the President of Ukraine, Volodymyr Zelensky, in February, successfully. But repeating it against Ramaphosa met with adequate resistance.

Unlike the Ukrainian, the South African president did not get upset, nor did he "argue back" or stand up. He remained in the same field of sarcasm as Trump, and his education dismantled the arrogance of the American who expected the conversation to devolve into insults and grandstanding, as it did with Zelensky.

$BTC broke a record today and is close to surpassing 110k. $ETH and other altcoins are also rising after Moody's downgraded the credit rating of the USA (if you didn't know the reason... 😉)

Don't be fooled, prices will stabilize. The question is: at what level? Close to those 110k? Below 100k? Any guesses? I'm not even asking for analysis because the market is very manipulated for the tools to work.

Let the crying begin!

While the investment note drops in Trump’s USA, agencies are betting on a strong rise in the... Brazilian stock market. And already in 2026. Before the elections, it should be said.

Flash in the pan.

#TRUMP promotes its biggest retreat in the Trade War with the world and reduces tariffs against China from 145% to just 30% until May 14. Meanwhile, the Chinese retreat will be to 10%, instead of the current 125%. The agreement, actually just a truce, lasts for 90 days, as usual.

In practice, if any not-so-shrewd businessman thought about moving his production out of China or building a factory on American soil, HE LOST A LOT OF MONEY and 90 days will only further delay investment decisions.

But it’s good news, and a layperson might think that the 3x difference in favor of the U.S. is a victory for Trump (and he will announce it as such). However, let’s remember that it was Trump who started the war and claimed that the high values would be permanent and would only change AFTER agreements beneficial to the U.S. This is: China balancing trade with Americans.

That hasn’t happened yet, and Trump finds himself pressured by the very businessmen and the public, with a decrease in trade, lack of products, and absurd increases in manufactured goods.

Meanwhile, China was using tariffs and targeted, surgical boycotts to force some retreat from Trump, betting precisely on internal pressure and a gradual erosion of popularity, inherent to Democracy and not occurring in China.

Trump opened a window of opportunities for those who want to invest in $BTC

The first GDP of the Trump Administration has been released!

But I haven’t seen anyone here talking about it. Surely because the news goes against the confirmation bias of the "investors" who base their investment decisions on passion for #TRUMP and #Musk .

The previous GDP, income, and employment data released between January and March still related to the quarter that ended in December last year, during the final days of the Biden administration. But strangely, many people celebrated as if it were a result of Trump! 😄

NOW that the celebration would be legitimate, because we finally have the first numbers that measure the impact of Trump's tariff and anti-immigration policies, as well as the investment climate and legal insecurity.

The American GDP FELL by 0.3% in the quarter after RISING 2.4% at the end of the Biden administration.

Comment below why this happened.

Who believes in a "turnaround" soon, with GDP going positive again, explain why this would happen.

For now, the enthusiasts and visionaries of $TRUMP actually have nothing to celebrate!!!! 😂😂😂😂😂 That's why no one is commenting on this news.

"It's almost time for #TRUMP to turn the US into a dictatorship"

It's no longer missing:

The only certainty in today's world is that Trump will back down in shame, leaving his supporters in the lurch.

Tell me, how can a company invest billions to move its production to the US and make more expensive products when American politics are so volatile?

$BTC , $ETH and other altcoins on the rise since the 20th. It is not because of the Pope's passing today or his apparent improvement yesterday. Nor was it due to any statement from Trump or expectations of relief in the Trade War. I don’t know the reason... Who knows?

The next Pope certainly will not be Brazilian, much less a conservative "anti-communist". His mind will not be alienated like those of the "investors" here or filled with imaginary ghosts like those of Trump and Musk.

Perhaps it will be a Portuguese cardinal poet, or an Eastern one from the Philippines, or an African from Tanzania. Certainly, none of these options will please the majority here. But, like God who writes straight with crooked lines and like McDonald's, that is where the Church can grow.

During his papacy, Francis appointed 108 of the 136 voting cardinals in the next Conclave. In the election of Benedict XVI, the ultra-conservative cardinals were a minority (38%) and today may not reach 5% of the total. The Church has modernized quite a bit, and even the statistics are in favor of the broad progressive majority.

Sociologist Francisco Borba Ribeiro Neto made the following analysis:

"It will have to be a moderate progressive, capable of consolidating Francis's initiatives, but without leading to a rupture with the current discontents, it will become a strong opposition to hyper-nationalist individualism, which has (Donald) Trump (President of the United States) as its most prominent figure, and defender of international solidarity," he says.

"The very clash between Catholic doctrine and the international situation will lead him to occupy this position."

Is it bad? $BTC parked, $TRUMP worth 10 times less (and falling)...

São Paulo records traffic jams with over 1,000 km and 5 million cars heading out for the holiday.

HISTORICAL RECORD!

Unlike the crypto market, the real economy is booming. After all, unemployed and without income do not travel.

Those who stayed home ate their fish yesterday and will have a barbecue with family tomorrow. Share your menu in the comments.

If you, investor, can't travel and eat meat, that's your problem. You didn't try hard enough, didn't study, are trapped in the WhatsApp bubble, lack competence and productivity.

Don't blame the government for the merit you lack.

Beyond Europe, China now officially suspends the purchase of American-made airplanes and parts.

Brazil is also considering prioritizing the acquisition of Brazilian and European Visions from now on.

Like io-io, Trump says he will f* China but strangely takes 2 steps back once again. 🤣🤣🤣🤣

After lifting the 145% tariffs on 22% of Chinese imports, now it's the turn of auto parts.

For now, only non-electronic minerals, food, and manufactured goods remain taxed.

On China's side, in addition to tariffs on all American imports, China has also banned the sale of Rare Earths to the American defense industry, as well as meat and soy. There was no Chinese retreat, only two notes demanding a retreat from U.S. policy and stating that the exemptions are insufficient to open negotiations.

The lack of preparation and knowledge of Trump about the policies he wants to implement is absurd.

Tim Cook, the CEO of Apple, denied the idea that Apple produces the iPhone in China because it's cheaper; in reality, this is due to its specialized workforce, or rather, the huge number of specialized professionals in the country.

Now, imagine a businessman wasting time and money trying for several days to convince the president of his country to reverse the tariffs because in the president's mind, Apple just needs to rent a warehouse, buy some machines, train some young people, and produce iPhones!

President Donald Trump announced this Saturday (12) the exemption of tariffs for smartphones, computers, and chips imported from China.

For those who believed in Trump's competence and planning in a trade war "to the end against the evil China", this is a reality shock as big as that of the president himself KKKKKKK

The day before, Trump had said that Xi Jinping not calling and still having performed again at 125% would be "proof of weakness". Surely Trump was hiding his own frustration for having been wrong in his analysis.

Besides the pressure from businessmen and society.

It's not that companies don't want to trade China's much lower production costs for the US. It's also that, because the increase in costs reduces sales, increases risks and takes away competitiveness and innovation.

But the real problem is that Trump doesn't maintain the same policy for 4 days in a row! How can any investor decide to set up a factory in the US like that? In 4 days, it's not even possible to buy the land for the factory. And if he had bought it, he wouldn't start construction until he knew what the situation would be like in 90 days.

And Biden left unemployment at just 3.5%... There are simply no workers available in the US. Are they going to hire immigrants to keep wages low?

European stocks had made a strong recovery yesterday because the EU suggested negotiating and even proposed a free market for manufactured goods with the USA. But it approved a retaliation in the background in case the negotiations failed.

There are people here who even thought that the 50 EU countries had agreed to negotiate... 😂😂🙃

It seems the intention was for Trump to suspend the tariffs based on this signaling. As the tariffs continued to be charged, the EU activated the backup plan, and every man for himself!

Who is tense today?