Minority Report
@MichaelMcGaughy
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I look globally for undervalued quality companies. #ResearchAlpha #PeopleStructureValue
Hong Kong
Joined January 2013
Price check Uzbekistan. Surprisingly good street burger and Coke in central Tashkent. UZS 45,000 / USD 3.71 @ USDUZS 12,129 #Tashkent #Uzbekistan #GamburgerClassik
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2008 : people fled from assets to dollars. 2025 : they’re fleeing from dollars to assets. Hyperinflation in asset prices
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How countries keep themselves poor. Putting up barriers to investing is near the top of the list #Nigeria "Capital Gains Tax: Game Changer Or Growth Barrier For Stock Market?" https://t.co/eorHvJiOXs
newtelegraphng.com
The Federal Government, through the Presidential Committee on Fiscal Policy and Tax Reforms, has increased Capital Gains Tax (CGT) to 25 per cent for individual investors and 30 per cent for corpor...
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Be careful out there "US Market Cap-to-GDP Ratio Hits Record 221%: Buffett Indicator Signals Extreme Valuation and Cross-Asset Risk for BTC and ETH" https://t.co/Tw4XfogpKX
blockchain.news
According to The Kobeissi Letter, the US stock market capitalization-to-GDP ratio has reached a record 221% (source: The Kobeissi Letter). The ratio has jumped 58 percentage points since the April
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Labor Devaluation 🤔 You’ve heard about the debasement trade, but here’s another big theme — you might call this the long-term structural devaluation of labor. The hours of work it takes the average worker in the USA to buy 1 oz of gold has smashed out of the range that
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Very timely and excellent podcast on Argentina and what's at stake in their 26 Oct midterms $ARGT "Why Argentina Needs Bailout After Bailout After Bailout", with Greg Makoff https://t.co/ZmbByJjVX9
podcasts.apple.com
Podcast Episode · Odd Lots · 10/15/2025 · 40m
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A Nigerian invested in US equities faces no capital gains tax if they don't live in the USA. An American investing in Nigerian shares is currently subject to a 10% capital gains tax, which is set to rise to 30% in January. Why even consider Nigeria?
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Foreign companies are leaving Nigeria. Raising taxes will likely deter them and increase their exodus.
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It's a good reminder that countries keep themselves poor. Many markets put up barriers to foreign investment—higher taxes, difficulty in remitting dividends, lots of paperwork, FX restrictions, etc.
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Just as Nigeria was getting out of its funk, along comes this... "Nigeria to Triple Capital Gains Tax on Foreign Equity Investors to 30%" https://t.co/rwd74fnHw7
dabafinance.com
Nigeria will raise the capital gains tax CGT on foreign investors in local equities from 10 to 30 starting in January 2026 under a new tax law aimed at boosting government revenue and deepenin
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Great interview with the head of GB Corp's venture capital division. It's a good example of quality business people in #Egypt. "Nada Shaheen on why large African companies will die if they ignore startups"
techcabal.com
Nada Shaheen, managing director of GB Ventures, discussed her firm’s thesis and why corporates will die if they ignore startups.
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Good article on #Argentina's oil industry and how it will remain important even if the left comes back into power. $VIST "Vaca Muerta overtakes agriculture – and it will finance Argentina’s future" https://t.co/CKfF63Wks3
batimes.com.ar
The political weight of the oil industry is surging. With a record energy export surplus and rising, the Vaca Muerta formation is shaping up to be the country’s main source of foreign currency....
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Love this photo by Ali Mohammadi. A perfect encapsulation of the contemporary moment in Iran.
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"The Argentine State's consolidated net debt stood at US$239 billion in the second quarter of 2025. The figure is equivalent to 34.2% of GDP, the lowest value since the end of 2018... [and] it has now seen five consecutive quarters of decline."
bloomberglinea.com
Un informe del bróker Facimex Valores concluye que hay una mejora en relación a los pasivos de la Argentina.
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Short and good opinion piece by Central Asian scholar Frederick Starr "Trump should visit Central Asia" https://t.co/dfD0PWmOBC - @washtimesoped
washingtontimes.com
Central Asia and the Caucasus have recently attracted American attention.
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Best country ETF YTD? Greece $GREK +68% Worst? Argentina $ARGT -14% USA just +8% $EUSA
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Gold is mentioned in the bible 400 times. Value stocks, not once.
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The UK is now BYD's largest market outside China as sales increase by 880%. #BYD #China #ElectricVehicles #UnitedKingdom #UK
https://t.co/WWFbvxSXMm
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Think of what will happen in #Nigeria as laws and policy there becomes more business friendly
How Nigerians joined Indians at the top of UK’s foreign landlord league Nigerians are now among the biggest foreign landlords in Britain, joining Indians at the top of the UK rental market as property investments surge... https://t.co/z5cLly7ny9
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