Author: Aaron
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Michael Burry Bets Against the AI Boom: A Contrarian Signal for Offshore Investors
Michael Burry — the legendary investor who famously predicted and profited from the 2008 housing crash — is once again taking a bold, contrarian stance. This time, his target is the Artificial Intelligence (AI) sector. Through more than $1 billion in bearish bets via put options, Burry is signaling that he believes the market’s enthusiasm…
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Buenos Aires: The Dollar Republic
In the cafes of Recoleta, the clatter of cups competes with the rustle of paper — not pesos, but dollars. The American kind. Crisp, green, and hoarded like relics of faith. In this country, where inflation has eaten through generations of savings, the people have turned to the one currency they trust — the U.S.…
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The De-Dollarization Domino Has Fallen: Embrace the Great Reset
You can feel it in the markets. Smell it in the air. The money is moving. But this time, it’s not just a rotation of capital—it’s a regime change. Welcome to the New Money Revolution. For decades, the U.S. dollar sat on the throne of global finance, not because it was flawless—but because it was…
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Why the Ripple / Mastercard Tie-up Matters
(And why offshore investors and treasury managers should pay attention) The headline: Mastercard has publicly acknowledged a partnership with Ripple Labs in the context of stablecoins and payments infrastructure. (AInvest) While the exact product details are still emerging, when you map this onto Ripple’s rollout of RLUSD — a dollar-pegged stablecoin built for enterprise &…
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The Bull Market in Gold: GLD and GLDX Indicate More Upside Ahead
In the world of gold investing, few indicators are as closely watched as GLD — the SPDR Gold Shares ETF. As the largest and most liquid gold-backed exchange-traded fund in existence, GLD acts as a real-time sentiment barometer for global investors. When capital flows into GLD, it typically reflects growing bullish conviction across the gold…
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Establishing a Mandate: The Foundation of Every Successful Commodity Trading Deal
In the world of international commodity trading — where billions of dollars in energy, metals, and agricultural products move across borders — the most critical first step is often the most overlooked: establishing a mandate. Before any product is moved, before any inspection or payment instrument is issued, there must be a clear understanding of…
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The Democratic Republic of Congo’s Export Boom: $29.3 Billion in 2024 Driven by Copper, Cobalt, and Tin
In 2024, the Democratic Republic of Congo (DRC) exported a staggering $29.3 billion worth of goods, cementing its position as one of the most resource-rich nations in Africa. What stands out is the overwhelming dominance of refined copper, cobalt, and tin ores, which together accounted for over 90% of total exports. This extraordinary concentration highlights…
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Florida Eyes Historic Real Estate Tax Overhaul: What It Means for Homeowners and Investors
Florida may soon redefine the very foundation of its property tax system. Lawmakers are exploring a historic proposal to eliminate all non-school property taxes on primary residences—a sweeping change that could take effect as early as 2027, pending voter approval of constitutional amendments. The Proposal: Ending Non-School Property Taxes Under the proposed constitutional changes, non-school…
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The Ultimate Swiss Offshore Company: Zug’s Gateway to Global Trade and Finance
When it comes to offshore corporate structures, few names inspire as much respect and credibility as Switzerland. Within its borders lies Zug, the country’s most prestigious financial hub — home to some of the world’s leading trading firms, private equity funds, and structured finance entities. For global entrepreneurs and investors seeking to enter the realm…