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. flagventures.com 👉 Joined March 2012-
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Crypto culture peaked in 2021. Better a criminal than a creep.
Crypto culture peaked in 2021. Better a criminal than a creep. https://t.co/CQmum4VIIx
Or you can just buy gold today and take a loan against it. Similar economic effect.
Or you can just buy gold today and take a loan against it. Similar economic effect.
Moderately high inflation + (unchanged) progressive tax tiers = silent tax increase. Hyperinflation is bad though. Because by the time the tax is due - it's already depreciated too significantly. E.g. you're a Turkish tax payer - by the time you pay annual taxes, your tax due…
Not widely known - but real estate taxes are MUCH lower in CEE countries like Romania and Poland vs 'tax havens' like the UAE, SG, HK, Cyprus, Malta & Monaco - 0-2% stamp duty / transfer tax - 0% capital gains tax - Annual tax 0.1% or lower This will be increased in the…
Eastern Europe policy rate projections. The idea is to ride out the CEE rate cuts in 2026 (esp Poland and Romania) - then rotate to CIS region before they start cutting rates bigly in 2027. Mainly had real estate and bonds in mind but potentially applicable for equities too.…
Tax revenue as a % of GDP in Communist China & Russia vs US & UK
Tax revenue as a % of GDP in Communist China & Russia vs US & UK https://t.co/JSeVCY4oHZ
Millions of $25K> bank transfers happen each day on TradFi settlement layers - without gas fees and issues. And if there were mistakes with the transfers or sent to a malicious recipient, it is significantly easier to recover losses than stablecoin tx on blockchain.
Millions of $25K> bank transfers happen each day on TradFi settlement layers - without gas fees and issues. And if there were mistakes with the transfers or sent to a malicious recipient, it is significantly easier to recover losses than stablecoin tx on blockchain.
An example of innate libertarianism in EE: around 50% of Romanian tenants are fine renting a flat without a contract.
Startup / hustle culture went from cool to cringe largely down to: - Producing tons of grifters (linkedin culture, VCs, Forbes 30 u 30 felons) - Being on the forefront of woke ideology / wrong side of the culture war - Corporate fakeness on steroids 'we're all a family!' -…
Startup / hustle culture went from cool to cringe largely down to: - Producing tons of grifters (linkedin culture, VCs, Forbes 30 u 30 felons) - Being on the forefront of woke ideology / wrong side of the culture war - Corporate fakeness on steroids 'we're all a family!' -…
Dear @donaldtusk, You may think that you are at war with Russia, but Hungary is not. Neither is the European Union. You are playing a dangerous game with the lives and security of millions of Europeans. This is very bad!
If flying economy class doesn't incentivize you to improve your station in life, nothing will.
If flying economy class doesn't incentivize you to improve your station in life, nothing will.
4%> YoY GDP growth rates are usually found in third world countries. Quite impressive that CEE cities continue to sustain this level of growth. (Dublin stat is a hoax due to US big tech distorting figures)
The ideological convergence of sharia law with neo liberalism. Sickening.
The ideological convergence of sharia law with neo liberalism. Sickening. https://t.co/2Feqe6b1zz
Solid and seemingly obvious list. But many of us have to make these mistakes once and learn first hand - which is still a lot better than those who never learn.
Solid and seemingly obvious list. But many of us have to make these mistakes once and learn first hand - which is still a lot better than those who never learn.
There’s a simple way to win the war on drugs
There’s a simple way to win the war on drugs https://t.co/E6nZzccveO
The Protestant civilization objectively built the most prosperous countries, in part due to their openness to 'the others'. The downside is that when taken to the extreme, it leads to stuff like this.
The Protestant civilization objectively built the most prosperous countries, in part due to their openness to 'the others'. The downside is that when taken to the extreme, it leads to stuff like this. https://t.co/E60wrpiUTF
Anecdotal example of the shift in public sentiment / Ukraine fatigue - from CEE countries to the Yookay
One of the highest ROI investments I've come across - a Ukrainian guy in his 20s who paid $5000 to leave the country when it was still relatively cheap and possible (2023). It now costs around 10x with less predictable results (you pay the bribe and can end up losing the money…
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