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Safest Countries to Buy Land/Home?

What about LATAM, Africa?
Latam has been stagnant and falling behind the rest of the world (except MENA that is even more stagnant) for decades. Even the European Union is hyperdynamic compared to Latam. See World Bank Open Data

Some seemingly random east African countries were included - for example Somalia, half of South Sudan, Burundi, half of Ethiopia, Madagscar. But yes, Id include more of Subsaharan Africa, there is definitely growth there, and it's from such a low level that you can get growth even if a lot is screwed up. And Africa has the best demographics in the world - the population is young and growing fast.
 
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@wellington wrote about that, so I just copy from him quoting where the demographic growth is going to be.
btc overweight and equities focused. Not really into fixed income in an inflationary world. Although if one must have, usd based ones still ok and I still hold some or corp bonds of emerging market companies.
Can still do usd tho, no need to put all in one basket.




yah why not.

singapore clearly peaked, and recent trends are highly disturbing. twitter account of AntonKreil gives some insights. Although hard to find a good replacement, if anyone has suggestions, id be curious to hear them.

country has stopped being neutral and faces immense pressure from the empire to fall in line. Also a strong socialist push is underway similar but softer than in Germany. Curious to see how it develops, also the new mega bank ubs is way too big for the country and opens all kinds of risks. Proceed with caution.
It looks like every single country has peaked today, what's the next Singapore? Other than the UAE as a potential candidate.
 
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Gulf (UAE) makes its funds from transitioning goods and services east-west, many people assume oil/gas, numerous new industries have propped up and add to those endevours.

The unfortunate thing about UAE like HK, is it's not Singapore, a choke hold, UAE is a gateway to the oil/gas regions of the Gulf/ME, HK the gateway to China, Singapore however is the path from East to West, though demand from China will decline, Singapore will remain a important transition point and it's various industries can offset the decline in shipping through the straits on demand of China.

Though as its now the monsoon region on the rise, and we are evidently now seeing this more and more (India) leading (see credit) -> UAE may obtain a important trading post more importantly than it is currently for India.

Otherwise, aside from that....

Areas of investment (growth) 1-2 decades.. then see where you can fit in, has rule of law etc, growth etc.
The monsoon saddle

Latam has been stagnant and falling behind the rest of the world (except MENA that is even more stagnant) for decades. Even the European Union is hyperdynamic compared to Latam. See World Bank Open Data

Some seemingly random east African countries were included - for example Somalia, half of South Sudan, Burundi, half of Ethiopia, Madagscar. But yes, Id include more of Subsaharan Africa, there is definitely growth there, and it's from such a low level that you can get growth even if a lot is screwed up. And Africa has the best demographics in the world - the population is young and growing fast.
Africa indeed has a lot going for it, at the Centre of this next wave of growth and rising of a middle class this expenditure and debt financing is India.

All roads lead to India in the heart of the monsoon.

Ref South America / Latin etc it’s not where Tradfi is putting their wealth - that’s flooding into India / monsoon region
 
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The monsoon saddle


Africa indeed has a lot going for it, at the Centre of this next wave of growth and rising of a middle class this expenditure and debt financing is India.

All roads lead to India in the heart of the monsoon.

Ref South America / Latin etc it’s not where Tradfi is putting their wealth - that’s flooding into India / monsoon region
I think you would like this letter: 2023 letter | Dan Wang
 
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