Jason - macro / offshore / investing @MacroJason Twitter profile

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Jason - macro / offshore / investing

@MacroJason

9 days

@TateTheTalisman Seems like even with 'a bit of barbarism' it's not working

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Jason - macro / offshore / investing

@MacroJason

1 month

@thedanrosen @GayBearRes Never seen a Chinese or Russian tourist travel to Western Europe to talk down on locals like that, despite being geo-political adversaries. Bizarrely it is an Ashkenazi Jew who is supposedly an ally of the West who insists on arrogantly mocking Europeans.

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Jason - macro / offshore / investing

@MacroJason

7 months

@iamyesyouareno Cultural enrichment

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Jason - macro / offshore / investing

@MacroJason

8 months

@RadioGenoa Under apartheid, South Africa was richer than Poland. Apartheid ended in 1990 and it took just 5 years for South Africa to end up being poorer than Poland (which just came out of communism). Nowadays, South Africa is 3x poorer.

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Jason - macro / offshore / investing

@MacroJason

7 months

@therealhebrahim Import the third world = turn into the third world. Quite simple really.

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Jason - macro / offshore / investing

@MacroJason

1 month

@orikron Technically the medal biting custom can be retired - since medals are no longer made with gold 😅

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Jason - macro / offshore / investing

@MacroJason

2 months

@da_underlord Even after this, China saved 20K Jews during WW2. This is how Israel repaid the favour.

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Jason - macro / offshore / investing

@MacroJason

20 days

@QuantumDom Churchill’s fault

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Jason - macro / offshore / investing

@MacroJason

6 months

@RealBrysonGray @ZubyMusic Why shouldn’t this be discussed?

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Jason - macro / offshore / investing

@MacroJason

15 days

@okaythenme The amount as % of GDP is insane, though most probably gets cycled back to China.

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Jason - macro / offshore / investing

@MacroJason

2 months

@danielgothits @evanincrypto Correct. Belgium being one of the most ‘diverse’ countries has THE highest robbery rate in Europe. Some in comments say it’s about poverty and not race. But the map clearly shows an East / West divide - the more diverse, the more robberies. E.g. Serbia is a few times poorer

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Jason - macro / offshore / investing

@MacroJason

1 month

@dflieb This is how Kamala’s stepdaughter turned out. Btw interesting last name - Ashkenazi?

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Jason - macro / offshore / investing

@MacroJason

23 days

@daily_romania Romania's rank in the Mathematical Olympiad backs this up. Medalists likely have 150> IQ.

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Jason - macro / offshore / investing

@MacroJason

7 months

@robin_j_brooks Why fix inflation when you can just fire the statistician

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Jason - macro / offshore / investing

@MacroJason

22 days

@CarlZha It’s so over

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Jason - macro / offshore / investing

@MacroJason

23 days

@cremieuxrecueil Moderate correlation with median IQ

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Jason - macro / offshore / investing

@MacroJason

7 months

@TheEconomist By ‘modern history’s greatest crime’ - are you referring to the 27 million Soviets, 20 million Chinese and 6 million Poles who died in WW2? Or are their lives less important than that of other groups 🤔

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Jason - macro / offshore / investing

@MacroJason

4 months

@kunley_drukpa The stark contrast to Malaysia is interesting. It too is a multiethnic state - but runs positive discrimination in favor of it's lower IQ Malay majority. Singapore was formed as a result of Malays (highly ethnocentric South Asian Muslims) wanting rid the Chinese minority from

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Jason - macro / offshore / investing

@MacroJason

4 months

@leonvarkalis The Brits choose to side with Albanians against Serbs. You reap what you sow. I think the first batch of Albanians were imported to the UK as 'refugees' from UK / NATO's bombing of Serbia.

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Jason - macro / offshore / investing

@MacroJason

2 months

@Partisangirl Thought he’s ’Portuguese’

Ian Miles Cheong

@stillgray

4 years

I’m never apologizing for my Portuguese ancestors, who traveled vast oceans to distant lands and brought with them Christianity and civilization. I’m proud of my heritage, and you should be, too.

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Jason - macro / offshore / investing

@MacroJason

3 months

@NickLovesSpain More impressive than any of the above was their ability to build and maintain a huge empire tens of thousands of miles away. Spain has gone from a country of conquerors to day nappers.

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Jason - macro / offshore / investing

@MacroJason

6 months

@eyeslasho Similar vibes from these fine scholars

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Jason - macro / offshore / investing

@MacroJason

7 months

@dieworkwear Jacob Rees-Mogg is the opposite. What does derek guy make of it?

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Jason - macro / offshore / investing

@MacroJason

4 months

@kunley_drukpa 100% - Malays choose to prioritize preserving their country ethnically & religiously at the cost of greater economic growth - and it's completely their right to do so.

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Jason - macro / offshore / investing

@MacroJason

7 months

@balajis Hmm seems like the opposite

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Jason - macro / offshore / investing

@MacroJason

5 months

@BachanskiCezary Interesting post :) I'm invested in + optimistic about both countries. Some additional benefits of Romania vs Poland: - Better taxes: capital gains tax from 1%. 1-3% revenue tax up to €500K. 10% flat income tax. - Energy independence: large producer in natural gas - Rent and

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Jason - macro / offshore / investing

@MacroJason

2 months

@BowesChay The ‘unacceptable actions’ being to promote peace?

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Jason - macro / offshore / investing

@MacroJason

13 days

@OlgaBazova Your chart shows data until May 31 2022? Looks like its fully recovered and now exceeds pre-war level

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Jason - macro / offshore / investing

@MacroJason

4 months

@RafaelGarciaLAF @vonderleyen @donaldtusk Less gender & woke ideology, better world

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Jason - macro / offshore / investing

@MacroJason

16 days

@DeFi_Made_Here IMO a large part of those lending on DeFi for below TradFi rates are: 1) whales who don't want to trigger tax liabilities, 2) those who got the stables through questionable ways and can't easily off-ramp to fiat

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Jason - macro / offshore / investing

@MacroJason

2 months

@wander_investor France spends even more as % of GDP than actual communist countries 😅 - Laos at 17% - Vietnam at 19% - China at 33% - Cuba at 49%

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Jason - macro / offshore / investing

@MacroJason

6 months

@minordissent Below 90 IQ all bets are off. But in the 90-100 range, does trusting one’s own instincts not yield better results than trusting the regime’s ‘experts’?

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Jason - macro / offshore / investing

@MacroJason

3 months

@PaulSkallas Doesn’t seem very lindy

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Jason - macro / offshore / investing

@MacroJason

5 months

@kunley_drukpa Some call it eugenics when it’s simply mostly competent pragmatic governance

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Jason - macro / offshore / investing

@MacroJason

8 months

@_MedGold Quietly building. No drugs / woke / homeless. Should over take Portugal in nominal GDP soon. Respectable people.

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Jason - macro / offshore / investing

@MacroJason

16 days

@DeFi_Made_Here I would take that further - IMO DeFi rates for stables should be multiple times higher than the risk-free TradFi rate (treasury) to compensate for the risks.

Jason - macro / offshore / investing

@MacroJason

25 days

@CoinbaseDuck @AerodromeFi @MoonwellDeFi Another way to look at it. DeFi insurance price Aerodrome risk at 9.4% and USDC risk at 3.94% = 13.34% total. 20% yield - 13.34% coverage = 6.6% yield + self custody efforts / risks. 1 month treasury pays 5.5% hassle and risk free.

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Jason - macro / offshore / investing

@MacroJason

18 days

@Chilearmy123 Can outsource step 2-3

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Jason - macro / offshore / investing

@MacroJason

4 months

@idontknowwwwo @kunley_drukpa I'm not going to shill for Islam, but they have a long standing influence in that region. Even the based LKY had to quasi-capitulate and include Islamic crescents in the Singaporean flag. Malaysia will run into issues in ~10 years though, as they'll have run out of oil by then.

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Jason - macro / offshore / investing

@MacroJason

4 months

@Axel_bitblaze69 It worked best with looping. Supplied ~$10K on LRT looped for ~40D and got ~1M allocation. But this is yet another lending protocol with nothing unique, operating on L2s that people will leave post-airdrop. So didn't expect much in terms of m-cap.

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Jason - macro / offshore / investing

@MacroJason

7 months

@levelsio Adding China to your chart, we see that the US massively outperformed the EU - but the EU outperformed China over 3x in the last decade. Thus if the EU were 'economically irrelevant', then not sure what that makes China 🤔

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Jason - macro / offshore / investing

@MacroJason

6 months

@JayantBhandari5 Is India sufficiently safe that you can voice your critics without running into issues?

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Jason - macro / offshore / investing

@MacroJason

22 days

@autistocrates Doesn't the study refers to 'higher IQ' rather than 'high IQ'? They defined higher IQ as anything in the top third range, so approx 110> IQ (aka midwits). Midwits tend to have high levels of openness and fall for liberal political ideas hence not surprising that they're

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Jason - macro / offshore / investing

@MacroJason

7 days

@chinesegon The US is at ~1900 hours / year. Poles and Russians deserve some credit.

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Jason - macro / offshore / investing

@MacroJason

7 months

@MichaelAArouet @mmjukic Projected population change vs global average IQ. Any surprises here 🤔

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Jason - macro / offshore / investing

@MacroJason

7 months

@MichaelAArouet This old-school German mentality is in ways admirable - honest work over speculation & saving up for rainy days. It's just that the fiat world financially rewards the exact opposite.

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Jason - macro / offshore / investing

@MacroJason

7 months

@clairlemon People doing journalism in the US end up dead. Remember Seth Rich?

Bennetta Elliott

@belliott123

7 months

@thetoyman1 @theresajuda John Podesta, this vile Hillary & Bill Clinton linked pedophile, pervert. Here's an email Wikileaks released. How did he make an example of the suspected leaker? Was he talking abt Seth Rich? He was killed in a robbery but his wallet, watch were not stolen.

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Jason - macro / offshore / investing

@MacroJason

4 months

@heimbergecon @paologrign But even with that 'higher GDP growth' - all 4 Southern Eurozone countries are poorer than they were 14 years ago, with debt to GDP at 100% or higher

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Jason - macro / offshore / investing

@MacroJason

4 months

@MichaelAArouet Africa’s population pyramid looks even healthier. But at some point you have to factor in IQ and productivity. A 30> points gap is v significant.

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Jason - macro / offshore / investing

@MacroJason

12 days

@naniXBT They hate him cuz he out looksmaxxed Bezos

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Jason - macro / offshore / investing

@MacroJason

7 months

@MyLatinLife Noticing a pattern 👀

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Jason - macro / offshore / investing

@MacroJason

22 days

@yaminfouzi @phmay_sg @imidaily @wander_investor Would be cool to see post 2022 figures to see whether Switzerland giving up their neutrality accelerated this trend

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Jason - macro / offshore / investing

@MacroJason

8 months

China's GDP went from $10 trillion to $27 trillion over the last 10 year - but Chinese stocks returned a mere 3.36% in total over 10 years 🤡 Chart below is from iShares MSCI China ETF $MCHI $KWEB $FXI $ASHR $CQQQ

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Jason - macro / offshore / investing

@MacroJason

2 months

@jtriley_eth #ETHCC chose the highest crime city in Europe to host💀 Honestly much worse than street mugging can happen ($5 wrench attack, abduction etc)

Jason - macro / offshore / investing

@MacroJason

2 months

@danielgothits @evanincrypto Correct. Belgium being one of the most ‘diverse’ countries has THE highest robbery rate in Europe. Some in comments say it’s about poverty and not race. But the map clearly shows an East / West divide - the more diverse, the more robberies. E.g. Serbia is a few times poorer

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Jason - macro / offshore / investing

@MacroJason

7 months

@donaldtusk Unlike yourself, Reagan was in favour of peaceful dialogue - not military escalation and deaths. Reagan 1984: ‘a nuclear war cannot be won and must never be fought. The only value in possessing nuclear weapons is to make sure they will never be used.’

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Jason - macro / offshore / investing

@MacroJason

2 months

@giancarlobrusca @BTC_i_Hodl @naval How is it xenophobic to point out the demographic reality

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Jason - macro / offshore / investing

@MacroJason

2 months

@AdamSinger Bullish obesity, mindless consumerism or demographic replacement? The clip offers all 3

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Jason - macro / offshore / investing

@MacroJason

1 month

@cryptovlat @LynAldenContact You're right, when viewed as % of AUM or $BRK market cap - Berkshire's cash pile is not that far off the long-term average.

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Jason - macro / offshore / investing

@MacroJason

2 months

@AFpost Not just CNN

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Jason - macro / offshore / investing

@MacroJason

10 days

@TheWarKitchen Probably true but the top 3 countries eat seed oil and white (non whole grain) rice at least twice a day

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Jason - macro / offshore / investing

@MacroJason

7 months

@Aditya_nakamoto @balajis You’re talking about Indians in India. OP and my graph was on Indian Americans

Joseph Bronski

@BronskiJoseph

7 months

Source:

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Jason - macro / offshore / investing

@MacroJason

5 months

@Geologo_Trader Are Africans who spend hours walking in extreme heat 10+ miles per day resilient? Probably. Yet, what necessitates this resilience is their refusal to build basic infrastructure. Argentines have a country full of natural resources. They would not have to be 'resilient' to

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Jason - macro / offshore / investing

@MacroJason

5 months

@PaulSkallas Much like Japan, Poland has started mass importing workers from Muslim countries and Africa. Also going woke by jailing people who ‘insult LGBT’. Poland is effectively Ireland 10 years ago.

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Jason - macro / offshore / investing

@MacroJason

22 days

@federicawoelk 50% of Germans want war with Russia Only 10% want to liberate itself from the EU There’s a real problem

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Jason - macro / offshore / investing

@MacroJason

18 days

@goldseek Measured against equities, gold is still at a multi decade low though

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Jason - macro / offshore / investing

@MacroJason

7 months

@sunny051488 @theRealKiyosaki Has any of Robert’s price targets ever materialised 😅

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Jason - macro / offshore / investing

@MacroJason

2 months

@wander_investor Had a Dutch tenant move in to one of my Polish rental units. His company relocated the whole department to Poland - he moved to keep his job. CEE salary convergence probably still has 5-10 years to play out. But to continue growing beyond that, CEE would have to offer more than

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Jason - macro / offshore / investing

@MacroJason

16 days

@DeFi_Made_Here Rates market is not logical or efficient even in TradFi. There are hundreds of millions USD (if not more) sitting in bank accounts yielding 0.61% on average when they can just buy T-bills and get 5%> whilst removing bank risk. Probably an element of laziness too.

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Jason - macro / offshore / investing

@MacroJason

3 months

@EU_Eurostat Romania and Hungary produces students with significantly higher mathematical and engineering abilities than Western EU. Mathematical Olympiad leaderboard below (medalists likely have 150> IQ). A high % in tertiary education who study useless degrees is counter productive to

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Jason - macro / offshore / investing

@MacroJason

6 months

@DU09BTC Study hard asset Study photoshop

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Jason - macro / offshore / investing

@MacroJason

6 months

@GRomePow That's true - but without artificially low rates, how's the US government with trillions $ of existing debt going to finance endless wars which you seem to support

Darth Powell

@VladTheInflator

6 months

Anyone saying to not help Ukraine now is volunteering their kids to fight Russia in a NATO country in 3-5 years Sad

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Jason - macro / offshore / investing

@MacroJason

5 months

@phtevenstrong @modenetwork Have you been on Mode's discord recently? Many think Mode will pull a Manta and change the rules. Mode have gone from saying TGE will be end April to 'season 1 ends in April'. Mode TVL is still below $200M which explains why they might get desperate.

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Jason - macro / offshore / investing

@MacroJason

4 months

@AscendedYield The ‘cleverest people in the world’ elected Sadiq Khan as Mayor for almost 10 years in a row? Somehow hard to believe

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Jason - macro / offshore / investing

@MacroJason

7 months

@iamrahulchawlaa @therealhebrahim Cultural enrichers, clearly

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Jason - macro / offshore / investing

@MacroJason

2 months

@MichaelAArouet This was under 14 years of the UK’s ‘conservative’ government

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Jason - macro / offshore / investing

@MacroJason

2 months

@wander_investor Puts into perspective how slow SEA's growth has been, especially considering Serbia had to recover from getting carpet-bombed.

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Jason - macro / offshore / investing

@MacroJason

26 days

@PaulaYScanlan Taiwan's survival is dependent on Western voters & taxpayers' support. They have foolishly alienated many in return for a medal earned through cheating.

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Jason - macro / offshore / investing

@MacroJason

10 days

@alexrecouso Another perspective: - UAE and Nevis are unable to help beyond issuing statements - The only truly sovereign States are the US, China and Russia - Tech billionaires need to choose one of the above teams to protect themselves. #Durov is unfriendly with both East and West -

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Jason - macro / offshore / investing

@MacroJason

2 months

@basedkarbon There are two Europes. The part blessed with diversity has crime rates a few thousand % higher. Eastern Europe is pretty much as safe as Singapore, Japan or UAE.

Jason - macro / offshore / investing

@MacroJason

2 months

@danielgothits @evanincrypto Correct. Belgium being one of the most ‘diverse’ countries has THE highest robbery rate in Europe. Some in comments say it’s about poverty and not race. But the map clearly shows an East / West divide - the more diverse, the more robberies. E.g. Serbia is a few times poorer

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Jason - macro / offshore / investing

@MacroJason

6 months

@DU09BTC I prefer to be well diversified amongst coins with solid fundamentals and utility

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Jason - macro / offshore / investing

@MacroJason

3 months

@NickLovesSpain I hope Spain liberates itself from liberalism, hedonism and British tourists - and rediscovers its former work ethic and might.

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Jason - macro / offshore / investing

@MacroJason

2 months

@eigenlayer Can the devs pls fix this

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Jason - macro / offshore / investing

@MacroJason

2 months

@cocAdrianMutu In the majority of the normal world outside the West - people: 1) do not look down on Romanians as ‘sub human’ and 2) can instinctively tell that the Dutch team is not Dutch

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Jason - macro / offshore / investing

@MacroJason

3 months

@robin_j_brooks Based Stan countries engaging in free trade triggers neo-cons at Brookings - for the 100th time since the start of the special military operation

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Jason - macro / offshore / investing

@MacroJason

3 months

@KirkegaardEmil Why is it that 109 countries seemed to have a different experience? Also nearly every economic miracle in recent history was achieved by highly ethnically homogenous nations with little to no Jewish population - including in Europe (CEE and Baltics).

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Jason - macro / offshore / investing

@MacroJason

7 months

@biancoresearch @donnelly_brent Solid counter indicator. The Economist has been predicting China’s collapse for the last decade.

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Jason - macro / offshore / investing

@MacroJason

6 months

@BowTiedPassport The Americans are a very lucky people. They're bordered to the north and south by weak neighbours, and to the east and west by fish - Otto von Bismarck

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Jason - macro / offshore / investing

@MacroJason

2 months

@harihemant21 @da_underlord Re: ‘pure gene pool’ - due to massive inbreeding especially amongst Ashkenazis, they are 2-4x more prone to genetic diseases.

A Genome-Wide Scan of Ashkenazi Jewish Crohn's Disease Suggests Novel Susceptibility Loci

Author Summary Crohn's disease causes inflammation of the digestive tract resulting from the interaction of normal gut bacteria with the host immune system in genetically predisposed individuals....

journals.plos.org

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Jason - macro / offshore / investing

@MacroJason

6 months

@Geiger_Capital This policy has already been in place for 5 years. Alongside more recent ideas such as a mortgage loan discount and a ~20% p.a. government bond (!) for parents. It slightly reversed the downward trend, but 1.5 is still below the replacement level. I'm

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Jason - macro / offshore / investing

@MacroJason

4 months

@ThorHartvigsen For those who want to dump at TGE, the risk is a 21 days unstaking period and Eigen throwing a curve ball TGE-ing before Season 2 when most are not ready / still staked. Low probability but the lengthy unstaking period should be taken into account.

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Jason - macro / offshore / investing

@MacroJason

4 months

@notesfrompoland Based

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Jason - macro / offshore / investing

@MacroJason

5 months

@BowTiedMara Is the average salary stat for Bueno Aires generally accurate? Surprised that one of LatAm’s richest capital is effectively poorer than Eastern Europe’s most troubled state

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Jason - macro / offshore / investing

@MacroJason

7 months

@StealthQE4 I wonder if Americans realise how much more in property taxes they are paying vs rest of world 😨 For my residential flats in Central Europe for example it averages out at under 0.01%.

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Jason - macro / offshore / investing

@MacroJason

3 months

@kunley_drukpa Much diversity, so powerful

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Jason - macro / offshore / investing

@MacroJason

2 months

@daily_romania Not just CNN - they're all the same: 'Injured in incident' 'Falls at rally' 'Popping sounds' I believe the German word for this is lugenpresse

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Jason - macro / offshore / investing

@MacroJason

3 months

@YIMBYPoland That guy was wrong but Polish CPI being lower than the US is due to base effect. Also current account balance not looking good.

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Jason - macro / offshore / investing

@MacroJason

8 months

@RadioGenoa The example above uses South Africa - one of the richest African countries. If we look at the African average - it's gone from 2.4x when colonialism ended - to 11x in 2022. Strange, why is Africa getting poorer after the 'evil white men' left? 🤔

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Jason - macro / offshore / investing

@MacroJason

19 days

@daily_romania Quite amazing that Pakistan benefited from decades of British rule but still insists on staying permanently poor

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Jason - macro / offshore / investing

@MacroJason

6 months

@pakpakchicken TLDR

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Jason - macro / offshore / investing

@MacroJason

19 days

@panyiszabolcs Your screenshot says ‘detained’ and your linked article says ‘the individuals were not charged’. Furthermore it was under a State of Emergency which 112 countries declared at start of COVID. And your favourite Western liberal countries were way more hostile to their ‘covid

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Jason - macro / offshore / investing

@MacroJason

6 months

@RealBrysonGray Why is it wrong to be cautious about being surrounded by people who are 1000%> more likely to commit violent crimes, as backed up by over 100 years of crime stats?

Jason - macro / offshore / investing

@MacroJason

6 months

@RealBrysonGray @ZubyMusic Why shouldn’t this be discussed?

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