Jason - macro / offshore / investing
@MacroJason
I invest in crypto (from 2019) & emerging market real estate (10+ units). I also help HNWI access superior opportunities abroad, focusing on the CEE region.
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There are a number of internal issues in Kazakhstan but on the geopolitical front - Kazakh leaders are doing exceptional - balancing East & West. Just one week ago, Tokayev sat in front of Trump telling him he was 'sent by heaven' to promote world peace and complimenting Trump…
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LIVE: Trump meets with leaders of Central Asian countries
Putin and Tokayev have just signed a declaration upgrading Russia–Kazakhstan ties to a comprehensive strategic partnership and alliance. The timing is… interesting, to say the least.
‘Mass migration with Chinese characteristics’ will solve China’s upcoming labour shortage. Highly recommended read below. Quite plausible idea. Migrants will never get path to citizenship and can be sent back once robotics is ready to automate their particular role.
Let's talk about something that will shape our future, but no one is yet considering or predicting: China will eventually open its borders to mass immigration.
Investors have lost hundreds of million € lending against real estate in 'safe' countries like Germany and Austria on P2P platforms like EstateGuru and Rendity. On EstateGuru alone, 80% of German loans have not been repaid. Vast majority defaulted in 2022 post Ukraine war,…
The only time I felt kind of based paying taxes was to the Hungarians (tax from flipping a Budapest flat). Also loaned Mr Orban some money when he was paying out 15%> a year on sovereign bonds✌️
Strong correlation between not eating meat and being low IQ
Things we won't run out of until the day we die: - New opportunities - New problems God designed a world where it's quite hard for us to get bored
I would bet with good confidence that the contract was negotiated / denominated in USD and merely settled in BTC, with the workers than immediately selling it off for USD. Being able to settle in BTC is cool but settlement does not equal store of value. E.g. you buy something…
This house from a friend in El Salvador is built and fully paid for with Bitcoin. ✅ Every worker paid in Bitcoin ✅ All materials paid in Bitcoin (except a few tiny specialty items) No banks. No paperwork hell. Just pure Bitcoin circular economy. I honestly don’t know many…
Impressive stuff $HSBK $KSPI $USDKZT
Borat is still the first thing many Brits think of when they hear Kazakhstan. But based on current growth rates - Kazakhstan would overtake the UK in GDP per capita PPP terms in 2 decades.
The median age of first time homebuyers is around 40 in the US compared with 25 in Romania, 26 in Hungary and 28 in Poland. Strong proxy metric on whether a given housing market is overvalued and political risks - i.e. if young people cannot afford to own then they will support…
The trend is reversed across the CEE & CIS region. Gen Z and Millennials have it better than the previous generations and Gen Alpha will likely do even better or at least not worse due to continued wage convergence with the West. When society feels that the future will likely…
Millennials were poor or college kids when crypto was cheap which is why all the cypherpunk ogs are Gen X If we're cherry picking, there's no way to slice or dice it where boomers didn't have a generational advantage. Using average age for the generations: Boomers prime…
% of population practicing open defecation
Ranking of countries where inhabitants shower daily. Colombia and Brazil with the cleanest people in the world
Bloomberg: 'Dollar Faces Risk of 2000s’ Boom-and-Bust 40% Decline, RBC Warns' Makes sense to be somewhat hedged esp if your portfolio is heavily US correlated (which IMO crypto is).
Local purchasing power in San Francisco is 240% higher than Buenos Aires. Even in Minsk, Belarus - it’s 65% higher than BA 💀 BA is good for lifestyle for those who enjoy it - but still v problematic economically for those thinking of investing. numbeo.com/cost-of-living…
I’m from the USA. This is what 6 months living in Argentina taught me: 1. Nothing is supposed to cost as much as it does in the US. $6 lunch and $750 1br apartment is normal. Anything more = you got fooled. 2. Community actually exists here. Multi-generational families live in…
De-dollarisation advocates point to debt and trade deficit but rarely point out US demographic changes. It’s happening much quicker than Europe and the US is set to be minority white within 2 decades. Difficult for a LatAm country to reserve global reserve currency status. #DXY
Last time I was in New York a few years ago the thing that really stood out for me, you know speaking not as an American, is how demographically ahead it is of even somewhere like London. It is what it is, I think many Americans also more used to this demography than Europeans…
130 IQ level-headed pragmatic authoritarianism 👌
Singapore will cane scammers under a new law as the city-state grapples with crimes affecting thousands of people bloomberg.com/news/articles/…
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