Invest Offshore Newsletter

Published: Sun, 07/31/22

Newsletter Issue #176 Invest Offshore
 

July 31, 2022
Offshore Investment Guide
ace

Dear ,

Mississippi Casino For Sale in a Private "Off-Market" opportunity. Asking price is $500 million USD with a $80m/year million EBITDA. Thats abot 5.5X EBITDA. Very reasonable, owned by a REIT that will finance to a reputable buyer. Until NCND is signed no more information is available.


Europe’s Two-Front War: Russia & Climate Change
Russia Ukraine war

Geopolitical analyst and macro investor Louis-Vincent Gave discusses why Europe is currently uninvestable and makes the case for continued weakening in the Euro-Dollar exchange rate.

European, more specifically German, energy policy has been making headlines lately as many fret about rising oil and gas costs heading into winter. One third of Germany’s natural gas supply is imported from Russia. Gazprom, the Russian gas supplier, has signaled that it intends to decrease flows to Germany by 20%, citing a “technical condition”, though many speculate Russian political strategy is behind the move.

Already, the past several months have seen European gas costs decouple from American to a spectacular degree, upending decades of relatively tight correlation:

European chart

I sat down to speak with Louis-Vincent Gave, founder of GaveKal Capital - a research and wealth management firm with over $2.9 billion in assets under management, about the situation in Europe and how he’s currently positioning his firm’s portfolio. Long story short, it’s not with European stocks.

“European growth has been lackluster for two decades,” Gave emphasizes, so they’re not on good footing to begin with. High energy costs are eating up discretionary income, which could morph into a fully fledged panic come winter time when demand picks up and becomes more inelastic.

According to Gave, this does not bode well for the currency either, which reached parity with the dollar in mid-July but has seen a slight rebound in the following weeks. Energy is inherently tied to a nation’s sovereignty and currency strength, and, as Gave puts it: “If you run out of energy, then you move into freefall”.

The outlook isn’t looking good and overzealous “green” policy could make things even worse. Referring to it as the “two-front war” against both Putin and climate change, Gave strongly critiques Germany’s plan to shut down its last surviving nuclear power plants, highlighting their hypocritical decision to instead import coal from South Africa.

Between strategic moves by Russia and self-hamstringing green policy, the EU is looking unattractive as an investment as the coming winter brings increased volatility to the region.

To hear more of Louis Gave’s perspective and why he instead sees Asia as the next secular winner on the World’s Stage, check out the full interview with him click here:

Source: Drudge Report


U.S. Treasury International Capital Data for May 2022
US Treasury

Washington – The U.S. Department of the Treasury today released Treasury International Capital (TIC) data for May 2022. The next release, which will report on data for June, is scheduled for August 15, 2022.

The sum total in May of all net foreign acquisitions of long-term securities, short-term U.S. securities, and banking flows was a net TIC inflow of $182.5 billion. Of this, net foreign private inflows were $220.5 billion, and net foreign official outflows were $38.0 billion.

Foreign residents increased their holdings of long-term U.S. securities in May; net purchases were $132.5 billion. Net purchases by private foreign investors were $140.8 billion, while net sales by foreign official institutions were $8.3 billion.

U.S. residents decreased their holdings of long-term foreign securities, with net sales of $22.8 billion.

Taking into account transactions in both foreign and U.S. securities, net foreign purchases of long-term securities were $155.3 billion. After including adjustments, such as estimates of unrecorded principal payments to foreigners on U.S. asset-backed securities, overall net foreign purchases of long-term securities are estimated to have been $137.4 billion in May.

Foreign residents decreased their holdings of U.S. Treasury bills by $74.7 billion. Foreign resident holdings of all dollar-denominated short-term U.S. securities and other custody liabilities decreased by $16.9 billion.

Banks’ own net dollar-denominated liabilities to foreign residents increased by $61.9 billion.

Complete data are available on the Treasury website at: U.S. Treasury


Bank Instruments for Project Funding
Project Funding

Project Finance and Infrastructure Funding

Looking for SBLCs, MTNs and BGs? Invest Offshore has strategic relationships with Private Investment sources that have access to bank instruments which can be can utilized for project funding.

We have relationships with private investors and groups that offer many types of financial instruments to those that are seeking to fund their financial endeavors. Click the link below to contact us, and learn more.

These private investors can provide high-end, custom financial solutions for your business using their collateral and credit lines to issue financial instruments from world banks they work with!

Whether it’s a Documentary Letter of Credit (DLC), Letter of Credit (LC), At Sight Letter of Credit (Sight LC), Standby Letter of Credit (SBLC), Bank Guarantee Letter (BG) or other SWIFT Services such as a Proof of Funds Letter (POF), Ready Willing and Able Letter (RWA), Pre-Advice Letter (Pre-Advice), or Bank Comfort Letter (BCL), we can help find a solution for you.

Our financial investment and banking sources are worldwide private investors and have relationships with international financial institutions.

For more information contact within

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Disclaimer: This document was produced by and the opinions expressed are those of Invest Offshore as of the date of writing and are subject to change. It has been prepared solely for information purposes and for the use of the recipient. It does not constitute an offer or an invitation by or on behalf of Invest Offshore to any person to buy or sell any security. Any reference to past performance is not necessarily a guide to the future. The information and analysis contained in this publication have been compiled or arrived at from sources believed to be reliable but Invest Offshore does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from the use hereof.

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