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If you understood liquidity (i don't mean M2) and followed total global liquidity and shadow monetary base, you'd have known in September that 6 trillion (QE/YCC) was being drawn out in the US and 3 % of Total Global Liquidity was being drained. Translation 1% Total Global Liquidity = 15% BTC...

Mentioned before. - Terminal (Geopolitical/Macro system & news) - Bloomberg Terminal (Geopolitical/Macro system & news) - Capital Wars Substack (Liquidity) - Real Vision (Macro Interviews/Views) - Few Dozen or so other Substacks or subscriptions ranging from Santiago Research to Marc Faber...

I mean it was the spreads blowing out that forced Bessent to act and force Trump to reign it in. Posted about this a week ago, known 3 months, you guys should invest in systems for leading indicators rather than buying markets based on movements

Yes. Liquidity is above September peak which declined, crypto lags by 13 weeks, its just gone above (last week) so should in theory start rising in due course (subject to the s**t show ongoing elsewhere)

Selling US Bonds = Receiving Dollars = Now where does he offload his Dollars?

Not my source

Oh and for the arguments immigration will just let you walk through - remember this is the immigration that now stops you in departures after going through immigration as at that point you have no rights and are in no man's land - arrests you and sends you to holding then court and then...

Oh and for kids education - gifting to the wife from overseas or direct to school will be ignored - they said that specifically to me as my kids education will be upwards of 45k a year $ next year rising to 100,000$ a year in a few years.

For most people - I.e like my Neighbour the tax is like 100-300$ a year - not sure what the issue is, at worst case 4k - peanuts

From my source in the Swiss embassy - it's going to be tacked on to your visa process and also enforced for anyone flagging up in the country more than 180 days on disembarkation

Thailand isn't going to be budged on the villa/condo market, because its already been built (creating GDP) - and is a annoyance as its pricing locals (natives out). - see statements for the past year by the Main Gov in Senate. There's no need for a tax loophole/structuring, its simple, earn as...

You can't flee, you have to have a document stating you are clear of taxes, they flag you at immigration... https://www.rd.go.th/english/23518.html 1. What is a Tax Clearance Certificate? Tax Clearance Certificate is a certificate issued by the Director-General of the Revenue Department or the...

Depends on how much your lifestyle costs you. You will be reducing your taxes, yes, but not wiping them out (in Thailand) unless its pre-2024 savings/principle. Living in Laos/Cambodia is probably horrific compared to Thailand (I am unsure) but you can travel across Asia - i.e Month in Bali...

I disagree with this. 1) People not declaring taxes will be flagged and their accounts observed 2) Accounts with more than 300 transactions annually are flagged (all accounts aggregated) for AML investigations. 3) Tax evasion in Thailand for Thai's usually can be dealt with via a fine -> with...

Something i've learned -> move funds in bulk to a specific account for annual remittance.. as its quite common for people to end with a bag over their head...

Thai taxes are simple, you only pay tax on what you remit -i.e if you still have a consultancy in HK, and that pays funds to your account(s) offshore, you don't pay tax unless you import the funds, much like if you have a company overseas in products/services. So then it comes down to showing...

Unlikely, same applies to Laos, with CRS it weakens their current system, with that in mind, it potentially risks their authoritarian grip.

If you were to ask me, the US, World has technically been in a recession but it hasn't been wide spread... because of all the juicing or increase in Government jobs over the past few years. As for Bessents comments, unless the US increases its liquidity to roll its debt, then i can't see how...

Some stocks, unsure on the indice, in theory it should follow liquidity with a 25 week lag... But you have to factor in the EU is likely to tariff us tech companies, China is destroying US Tech competitive edge, and the US is in for a turbulent future either-way due to the debt roll crushing...

Tech as in entrepreneurs/innovators from the tech/fintech scene - not soyboys from FB etc