Startup founder at Frontier Market Data. The only all-inclusive investment, business, and finance platform for The Balkans, Caucasia, and Central Asia.
THE US CHIP INDUSTRY MAY NOT COME BACK.
"He who controls the spice controls the universe."
Today it is the chips command destiny.
The U.S. manufactures just 12% of the world's semiconductors, down from 37% in 1990.
This decline poses a strategic peril as East Asia now
@StealthQE4
Terrible advice:
1. Broker fees are considerably lower.
2. Real estate taxes qualify for SALT.
3. Maintenance/repairs/improvements are not a loss.
4. Interest can be written off up to $750,000 in mortgage debt.
People following gurus need to learn the fundamentals of finance.
@robin_j_brooks
Why should a country diminish its exports for any reason other than a negative impact on its citizens?
Do you imply that Slovak businesses should purposely harm themselves?
@mmjukic
People have been talking about elder-dominated societies since Gen-Xers realized social security was a scam.
It will persist until the young stop bothering to support the old.
The biggest risk is having no young able-bodied workforce to maintain critical infrastructures.
@robertbrowni_
@StealthQE4
Robert I am independently wealthy and made most of my wealth with real estate.
The vast majority of people are far more wealthy if they purchase a home. There are hundreds of studies supporting this. He is wrong and his math is wrong.
Thread: The Balkans, BRICs, and Monetary Independence
1/4: The invitation of Serbia, led by Aleksandar Vučić, to join BRICs marks a crossroads. It raises an important question: Is there a better path for Balkan nations than the traditional dual-polar alliances?
#BRICs
#Balkans
@JohnLeFevre
I dunno you are, but some of your tweets I agree with.
However, you shouldn't mock people's clothes while having a babyface, it's cringe and doesn't reflect well on your image as a "masculine" guy.
🚨 Breaking News: Vladimir Putin's decision to replace Sergei
#Shoigu
with Andrei
#Belousov
is a huge geoeconomic development.
Here are 4 reasons why the
#Russian
military might be improved by the appointment of an economist and scientifically educated shape rotator:
@Blair_A_Nathan
Many developing countries will thrive with adequate private US investment.
In my opinion this type of investment has the greatest geopolitical benefit to the citizens of the US.
@AlecStapp
Alec you may find it interesting that in some nuclear science textbooks, there are mentions that the Twin Towers were originally constructed without light switches. The lights would remain permanently on as a symbol of American Power.
It was thought energy would be free.
Kazakhstan will be a key player between China, the Caucasus, and the Balkans. Great leadership and a noble mission to put themselves on the world stage in a positive light.
Have to hand it to Kazakhstan. They certainly know how to convey a sense of hope and positivity in the talks between the Armenian and Azerbaijani foreign ministers taking place today and tomorrow.
#Almaty
#Armenia
#Baku
THREAD - Serbia's economic landscape is evolving with substantial Chinese investments.
From transformative infrastructure projects like the Belgrade-Budapest railway to energy ventures such as the Kostolac power plant, China's presence is palpable.
#Serbia
#China
#XiJinping
@JoseGarcia_jefe
@StealthQE4
It depends on their residence and tax situation, but his advice is being applied as a blanket.
Each individual must understand fundamental finance concepts & correctly select the best option for themselves.
Most people in the comments are just agreeing with him.
4/4: If Serbia enters the BRICs fold, let this be a reminder that there are alternative paths for Balkan nations. It's time to rethink old paradigms and explore new avenues for economic development.
#Balkans
#MonetaryIndependence
#BRICs
1. Belousov's economic expertise suggests a strategic focus on bolstering domestic defense software industries. He was a big supporter of
#Yandex
.
Expect a shift towards promoting technology and innovation within the defense sector.
3. Belousov's reputation for fiscal discipline suggests a commitment to optimizing resource allocation within the military, reducing corruption, and attempting to maintain budgetary restraint as the war drags on.
Expect arrests in the Russian private & defense sector.
@whinemoreplease
20% of people living in poverty do not have cars. Some people have no other option as they may not be within walking distance of a store open during their non-working hours.
How about using your platform to educate rather than act like a jerk to poor people.
Thread: The recent presidential race between Ivan Korcok and Peter
#Pellegrini
#Slovakia
highlights a growing trend across smaller
#European
,
#Balkan
, and
#Caucus
countries.
Many seem to be picking sides East vs West - here's why that might not be the best economically.
People in the US made memes of Xi
#Jinping
saying "wazup Beijing" after his 2022 New Year's Address.
In the actual speech, Xi declares that the entirety of China is striving to out-compete the rest of the world.
If you have TikTok brain I have summarized the speech below:
@Culture_Crit
Why don't you build something that looks art deco then?
Nothing stops anyone from doing this, it is just that other forms of design are more efficient and there are very limited tradesmen capable of such fine craftsmanship today.
(1/3) The continuing conflicts in
#Armenia
and
#Azerbaijan
pose headwinds for internal and external investments in their local economies. Specifically in the
#mining
sector.
@AndrewCurran_
An interesting look into the human mind - many of these people have made tons of money already, but now they desire social importance.
Unfortunately for them the average person doesn't care about AI, and many companies are struggling to make money with it.
Lots of hype!
2. With a background in simulation research and policy, Belousov is likely to prioritize investments in research and development interlinking academia, industry, and the military.
This could lead to accelerated advancements in military technology and equipment.
4. The appointment of Belousov hints at the possibility of a broader strategy aimed at bolstering Russia's economic influence.
Watch for Belousov's to speak or comment on
#BRICs
.
#Shoigu
#Belousov
🚨 1/6 THREAD: Breaking Balkan Business News🚨
Timak, the
#Albanian
vehicle structures manufacturer, is building its first prototypes of armored military vehicles.
The company has a wide reach across the
#Balkans
and is positioning itself to be a regional defense company.
3/4: The experience of Balkan nations highlights the complexities of aligning with global powers. It's not always the best option to pick a side. Perhaps, by setting their own monetary policies, Balkan nations can chart a course toward prosperity and stability on their own terms
1/6 BREAKING developments in the South
#Caucasus
as top diplomats from
#Armenia
and
#Azerbaijan
converge in Almaty,
#Kazakhstan
, on May 10 for crucial peace talks.
The historic meeting underscores our strong connections with all three countries involved. Summary below!
People forget that much of America's mineral resources are still unexplored.
The country is HUGE, resource shortages are not something the US needs to worry about.
Overregulation and bureaucracy are far more likely to constrain America's mineral production than actual lack.
7/10
📈 Economic Potential:
• Boost to portfolio with strong economic returns
• Accelerated progress from discovery to PEA in under 16 months
• Continues aggressive exploration for more opportunities
2/3: Additionally, Chinese companies are actively engaged in Serbia's
#telecommunications
sector, fostering innovation and connectivity. These investments not only boost Serbia's development but also strengthen bilateral ties between the nations.
#SerbiaChina
3. Howqua invested heavily in American companies, including funding the construction of thousands of miles of railroads and the mechanization of textile mills.
His investments helped fuel the explosive GDP growth of the US lifting many from poverty and agrarian life.
@thegarrettscott
@TELOtrucks
It's $50,000, a small truck for tradesmen and handymen must be a much lower price to be viable even with incentives and subsidies.
A Ford ranger (one of the most successful compact trucks) cost approximately $20K in today's dollars in 1995.
Economic Thread on
#Kosovo
:
1/4: In the Balkans, economic development is essential for stability and prosperity. Regardless of past conflicts, fostering cooperation between
#Kosovo
and its neighbors (
#Serbia
as well) is crucial.
@ElbridgeColby
There is an opportunity to allocate capital to fund defense production companies in the Balkans.
There are many economic reasons strengthening foreign direct investment in these regions is a viable option. It's currently largely ignored.
6/10
💼 Project Overview:
• Underground mining with standard processing flowsheet
• Located near
#Bor
, Serbia
• Proximal to existing infrastructure
• Access to technical support functions from Chelopech mine
Planning a tweet series on
#balkan
#dividend
companies next week.
These markets have such little visibility, but such great opportunities for
#value
and
#cashflow
@PeterBerezinBCA
The Nvidia documentary will show their boom from mining BTC, and their double boom from AI.
Blockchain is pretty much dead in the enterprise sense, and AI is currently the most hyped technology in the enterprise sense. Let's see if AI is adopted anywhere meaningful!
The US fears the Belt and Road Initiative.
But did you know a 19th-century version of the Chinese Belt and Road initiative created President FDR?
Let’s explore Howqua (1769-1843), a live player in global trade who provided direct investment in the US and shaped history.
3/10
🔍 What Makes Čoka Rakita Stand Out?
• Prime location with established infrastructure
• Leveraging DPM's expertise in mining & processing
• Strong regional presence since 2004
• Proactively engaging with stakeholders
2/10
💰 Estimated High Margins & Robust Returns:
• Avg. annual gold production expected to be 164k oz in the first five years
• All-in sustaining costs among the lowest quartile
• Payback in just 2.4 years
5/10
🗣️ CEO David Rae's Take:
•"Čoka Rakita is a very robust project"
• Commends exploration & technical teams
• Stands out with 33% IRR at $1,700/oz gold price
• Excited about exploration prospects
5/6 As we anticipate the outcomes of these closed-door negotiations, let's recognize the potential for a transformative shift in the South Caucasus. 🌍 Kazakhstan's role as host reflects a growing role as diplomats and power-connectors for the region.
#AlmatyTalks
We believe that long term peace and general stabilization of relations will result in benefits to both countries. There are always opportunity when people put business above politics, and many young people would agree.
@GuyTalksFinance
How many times are you going to post this?
You constantly appear in my feed with poor advice backed by no empirical studies.
Countless studies show that over the long term home ownership is the single most important factor to financial stability.
Question for our
#Balkan
followers (& those who see it from a retweet):
Is it worth the currency and autonomy risks to adopt the
#euro
and enter the domain of the
#ECB
? Would love to hear everyone's thoughts.
3/6 New Offerings: Timak's website now features a range of vehicles for police and military use:
- MRAP Vehicle
- Light Utility SUV
- Light Tactical Pickup
- Heavy Duty Personnel Carrier
"The world is turning its eyes to China, and China is ready."
Every year China becomes more productive while the US/EU loses technical skills to retirement.
The Chinese government is ready to steal the stage, what are we doing to compete industrially and technologically?
Retail investors have been investing in
#crypto
scams with the likes of Sam Bankman-Fried, rather than in real businesses that produce products and employ people.
The Balkans, Caucasus, and Central Asia have growth rates to rival crypto AND do real economic work.
(1/3) The size of $NVDA highlights a critical risk in the
#StockMarket
#NVDA
might be an incredible company positioned to capitalize utilization of their data center technology.
My
#AI
workstation uses Nvidia technology and so will everyone else's for the time being...
I'd take the fixed.
The FED only has two choices:
1. Keep raising rates to stop inflation (assuming no policy action is taken - which it won't be)
2. Keep rates steady and drop HARD & FAST when the economy falters for any number of reason. In which case - refi is worth it.
In a financially engineered society, like the US, there is not much effort put into ultra longer-term thinking by leadership.
Most politicians and businesses plan on earnings/election cycle timelines.
This is a major risk to the citizens of the West and must be addressed.
5/6 About Timak: Established in 2016, Timak specializes in the production, conversion, and installation of vehicle superstructures. Their expertise spans ambulances, fire trucks, water tankers, and more.
#Xi
begins by acknowledging those in China who are driving real productivity and providing societal services.
When was the last time you heard a Western politician meaningfully galvanize workers?
@mmjukic
I agree with you on most points, however capital inflows into stocks and crypto will not raise GDP.
There has to be real production & spending at some point for GDP to rise.
Share/crypto prices trading at high multiples doesn't mean they are productive or generating profit.
@mmjukic
Some who are wealthy feel a moral duty to improve society.
Perhaps as society becomes poorer, the generosity of benefactors will increase.
For example, I donate to Palladium, as I believe the magazine informs people of alternatives that can improve society.
🚨
#BALKAN
BUSINESS ALERT 🚨
Dundee Precious Metals Inc. (TSX: DPM) has released the results of a preliminary economic assessment (PEA) for its Čoka Rakita project in
#Serbia
. Here are the key findings straight from their report.
#DPM
#ČokaRakita
#Mining
FULL ANALYSIS BELOW!
We personally believe it is a difficult question to answer, but overall we think it is best to retain as much local autonomy as possible.
More
#Balkan
and
#Caucus
economic news can be found on our all-in-one platform for frontier investments:
2/4: Many Balkan nations rushed to join the Eurozone, hoping for economic stability and growth. However, in some places the benefits were lackluster. Control over a domestic currency can be a powerful tool, offering flexibility and autonomy in monetary policies.
#Eurozone
The Mandate of Heaven implies that rulers must be responsible and accountable to their people.
If they fail to govern wisely and justly, they risk losing the mandate.
The recognition of the arduous journey ahead reflects Xi's acknowledgment of this responsibility.
@KevRGordon
@FT
@CBOE
Most likely retail investors with smaller portfolios are speculating.
Mass hysteria in the market, based upon no fundamental business analysis, will end up harming our most financially at-risk citizens.
3/3: As President Xi Jinping prepares to visit Serbia tomorrow, we anticipate further collaborations that will deepen the partnership.
Serbia's embrace of BRICs reflects a strategic alignment towards a new
#multipolar
world. We live in interesting times.
#XiJinping
#BRICs
"From the beginning to the end of the year, the Chinese people have been hard at work in the fields, enterprises, communities, schools, hospitals, barracks and research institutes, among other places"
1. MOEX and the NCC had already been closed by sanctions to US retail investors, many institutions, and hedge funds for over a year.
This of course hurt Russia - as no US liquidity or US private investments could be made.
However, today's events did not change much.
@Convertbond
The business fundamentals are very strange Lawrence.
Personally I think it is all hype - but you are right the capital inflows are highly irregular for such a highly valued company.
1. Howqua, born Wu Bingjian in 1769, led the Canton Cohong, controlling trade between China and the West. He was shrewd and hardworking, making him one of the richest men in China (and the world).
"To realize the great rejuvenation of the Chinese nation will be no easy task like a walk in the park; it will not happen overnight, or through sheer fanfare."
@BusinessFamous
Not necessarily, the monetary supply can continue to expand in other ways wherein a demand decrease would not result in deflation.
Deflation is highly unlikely, and would have to be severe to lower prices to a reasonable level for the average consumer's current salary.
While researching Balkan investments, I met Susan Rice at a conference.
After a brief chat, I asked for a photo.
She hesitated after asking about my political affiliations.
In my opinion, she came off as very rude to members of the public!
6/6 Balkan Presence: Timak has offices in Bulgaria, North Macedonia, Kosovo, Turkey, and Montenegro, positioning it as a major defense player in the region.
Stay tuned for more updates as Timak gears up to debut their latest innovation!
#Defense
#Military
#Balkans
#Eurosatory
4/6 The new category includes vehicles for explosion protection, personnel and equipment transport, flexible terrain mobility, and heavy-duty troop transport.
Thread On Nurly Zhol - Kazakhstan's Bold Economic Strategy
#Kazakhstan
is making waves on X as
#Russia
seeks gas from them.
Ignore the sensational headlines, let's look deeper at Kazakhstan's lesser-known triumph that almost no Westerners are talking about.
@thinkingwest
There are people working to restore the symbolic acknowledgement of aristocrats.
Many are highly educated and have a vested interest in the continued success of their nations.
2. Even if US investors held shares in foreign accounts in neutral party countries (for example - Armenia) they still could not sell on the Russian market as Russia banned US citizens from selling, even though they could still in some situations buy.
(2/3) However, there are a lot less people currently using AI than those using fossil fuels.
Further, is there even a market for this much AI computation?
Nvidia is not only priced for perfection, it is priced for perfect operation in a market 10X the current size.
@Sven_Etienne
Palantir, Boeing, Tesla, and many companies are in some ways just economic levers for the gov
Defense spending is stimulatory.
In the coming decades this trend will either expand leading to many industries being on state life support, or startups will return to real production.
3/6 The Almaty Declaration, a cornerstone for demarcation between Armenia and Azerbaijan, sets the stage for constructive dialogue.🇦🇲🇦🇿 Its inclusion in the peace agreement is a testament to the irreversible commitment of both nations, as noted by Armenian PM Pashinyan.
3/3:
#European
,
#Balkan
, and
#Caucus
countries must carefully weigh the benefits and drawbacks of aligning with either the East or the West.
While short-term gains may be appealing, they should not come at the expense of long-term independence and
#sovereignty
.
@Invested_In_You
It makes no sense to pay a mortgage when the rate is extremely low. Debt with that low of a rate can be an asset - if the loan is assumable they can get a premium for their home.
1/3: The
#Taiwan
earthquake serves as another stark reminder of the vulnerabilities in our semiconductor supply chain. With disruptions like these, diversifying production locations becomes crucial to ensure societal resilience.
#Semiconductor
#TaiwanEarthquake