Andy Jagoe

@andyjagoe

2056 Following

44728 Followers

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for > 30 years, Argentina has been the top destination for immigrants in Latam

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Argentina and Uruguay could be as wealthy as the US. Why are they not? A conversation between Tomas Pueyo and Auren Hoffman https://www.worldofdaas.com/p/tomas-pueyo

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Most tourist spending comes from locals in most of Latam Brazil: 95% Argentina: 90% Mexico: 85% Uruguay: 75%

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amazing how fortunes can change for 100 years, Argentina's GDP/capita was 2x Spain's (it was higher than Germany and France too)

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Latam heavily represented in foreign buyers of US real estate

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anyone else approached in DCs with someone wanting to chat over what appears to be a fake Google Meet? Fortunately I did not download or sign in cc: @dwr.eth

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anyone on FC experienced with structuring mortgage securities? thinking about an emerging market opportunity. there've been many failures, but a few nice successes, like Chilean mortgage bonds maybe someone from goldfinch or centrifuge has thought about this?

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TIL income per capita in UT and CO has grown faster than in any other state for 10+ years. In 2023, CO income/capita was #7 at $78,918 and UT was #31 at $62,823. https://tinyurl.com/3p9tw389

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if you're not in the flight path, being close to a road to the airport makes your house a lot more valuable https://citeseerx.ist.psu.edu/document?repid=rep1&type=pdf&doi=8b73990bdff7db56c82f633eb55b4acff0b0f911

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GDP/capita in the US would be $100-200k instead of $65k if we had stayed on the Adams curve we should be using more energy, not less

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are most cities now in the wrong places? rivers have gone from being major transport asset to major transport liability https://x.com/SCP_Hughes/status/1820404790708310401

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hypothesis: the best future investment opportunities might not be in the US, but in countries who are about to catch up to the US. "Every year, every country becomes a bit more like the US...the more other countries learn how to manage their economy the US way, the faster they grow in comparison to the US, and the smaller the size of the US’ GDP as a share of global GDP." https://unchartedterritories.tomaspueyo.com/p/us-gdp-per-capita Uruguay is near the top of my list. What are others?

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anyone know good low/no cost spots open to hosting a group of tech people / investors in late Sept or early Oct?

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Excited to announce my investment from denim.vc into a new beachfront multifamily condo project in Punta del Este, Uruguay I plan to make more projects like this available soon

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just built a frame for denim vc using @frames amazing experience and tooling - really nice work @df and @stephancill! doing this reminded me what an incredible innovation frames is

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English is an S curve Should everybody learn English? Network effects are found many places, and always have similar characteristics https://unchartedterritories.tomaspueyo.com/p/should-everybody-learn-english

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Mexican investors have grown 32x in the last ten years 61% of this is invested in Certificados de la Tesorería de la Federación or Mexican treasuries 25% invested in domestic and foreign stocks https://latinometrics.substack.com/p/investing-in-mexico

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just came across the Progress Conference, which sounds amazing. Sadly, only spots for 200 attendees and applications have already closed anyone know of similar events? https://rootsofprogress.org/conference/

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EV share of new car sales in Uruguay growing quickly now higher than US, with 70% from Chinese manufacturers like BYD. Same true in Brazil, which surpassed Belgium in May to be #1 destination for Chinese EVs US not even in the market https://tinyurl.com/yfuet7nw

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