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To me, the BTC paypal news is huge. Its the catalyst it needed to get over all-time highs in the coming weeks. So many people will be exposed to BTC, so many new hodlers will be born. #BTC40K

Governments are hungry for tax revenue after corona deficits https://news.bitcoin.com/peter-schiffs-euro-pacific-bank-tax/ https://www.nytimes.com/2020/10/19/business/puerto-rico-euro-pacific-investigation.html

https://www.wsj.com/articles/argentina-running-low-on-dollars-faces-fresh-economic-turmoil-11602766036?mod=markets_minor_pos1 Argentina looks headed towards devaluation, and conversion of dollars in domestic bank accounts into pesos. Its 2002 all over again ARGT

https://mutinyfund.com/mfp07/ Long Volatility Strategies, George Lucas and Dennis Rodman

An in house solution to this (instead of relying on third parties with agency problems) is to increase a certain percentage of the stock portolio and allocate it in commodity countries (Australia, Canada, Brazil, South Africa) and to buy SPY puts instead of using tail hedge etfs

https://taylorpearson.me/thedragon/ An interesting portfolio idea is this Dragon portfolio, although I have serious doubts about the use of commodity trend funds and tail hedging etfs

A discussion about tail hedging

The issue with these sorts of tail hedges is always implementation. From time to time I try to find some nice tail options to buy but they are never as ideal as the ones that can be structured directly with an investment bank. For ES and SPY the most that I can see the calls go out at is 2-3...

This 2012 article about volatility and hyperinflation is a must read https://static1.squarespace.com/static/5581f17ee4b01f59c2b1513a/t/561dc4cce4b00071739da90b/1444791500013/Artemis+Capital+Q12012_Volatility+at+World's+End.pdf

"Consumer short-term debt.. . is approaching a historical turning point.... It must soon adjust itself to the nation's capacity for going in hock; which is not limitless" declared a magazine. A month later the magazine added, "The same general observations apply to mortgage debt—but with double...

Do you have your tax returns? Or receipts of tax payments made related to the dotcom gains? Or at least a certificate from the tax revenue service from your country saying that you are in good standing? I keep my tax return files (they are electronically submitted in Brazil) forever in the cloud...

"While the United States has pioneered powerful ways to defend itself against foreign tax havens, it has not seriously addressed its own role in attracting illicit financial flows and supporting tax evasion." https://fsi.taxjustice.net/PDF/UnitedStates.pdf Carl Levin must be proud

And this guy then goes on the media and claims he is not an asshole. If you treat support like this, of course they wont do jack

You talking about a personal account? That is impossible for Brazilians, that Brazil tax laws makes you report every single winning trade you have as well it taxes you on GROSS gains, that is you cant deduct losses from gains. An non-Brazil company is an absolute must for trading outside Brazil.

MANY brokers dont accept offshore companies for new accounts (TDAmeritrade, Cobra, Etrade, etc), every year it just gets worse. This setup is future proof, i think

Given the recent compliance crackdowns on US brokerage accounts from offshore companies, I was thinking of a setup that would be more resistant to these issues. If anyone know more about the costs and compliance costs of US LLCs, they can perhaps comment on the setup. But the idea is to own an...

The number one https://link.medium.com/ZO0jLMHetab https://www.the-american-interest.com/2018/06/18/the-worlds-largest-tax-haven-guess-who/

Trades mentioned, core long in Gold, long SPX way OTM calls (5000), long way OTM puts (as hedge against Gold turning into a "FANG stock"), long US interest options betting on negative rates, long Bitcoin

Really nice macro discussion here https://www.realvision.com/shows/the-interview/videos/the-third-act?source_collection=57c8533b8dcf4a4e8955e6e059b35c99

I dont know if there is a brokerage that does this at a resonable price, there are a lot of other ones out there, but they are a bit sketchy or just super expensive. US markets give global access through ETF and futures so to me that is enough