Brandon Zatt

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Brandon Zatt

Brandon Zatt

@BrandonZatt

Direction × Magnitude = Amplitude. Founder @VectorCapital. 27 yrs on the ground in Greater China. The Great Convergence weekly ↓

Islands District, Hong Kong Katılım Mart 2018
535 Takip Edilen86 Takipçiler
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Brandon Zatt
Brandon Zatt@BrandonZatt·
In 2002, I was a young journalist in Shanghai. Most foreign correspondents couldn't speak Chinese. They had favorite noodle shops – but couldn't talk to a taxi driver about fuel prices. That's when I realized the West's narrative was broken. A thread ↓
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Brandon Zatt
Brandon Zatt@BrandonZatt·
I wrote a piece about an old Chinese parable, war, and the quiet exodus of capital from West Asia to Hong Kong. I submitted it to a financial site. No reply. So I'm sharing it with you guys first. Read "The Horses Come Home" – link in bio. 🐎 Direction. Magnitude. Amplitude.
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Brandon Zatt
Brandon Zatt@BrandonZatt·
100 subscribers in one week. Two reports. One culture digest. One salon tomorrow. The Great Convergence is just getting started. Subscribe (free) → link in bio Direction × Magnitude = Amplitude.
Brandon Zatt tweet media
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Brandon Zatt
Brandon Zatt@BrandonZatt·
👉 Subscribe (link in bio) And if you read one thing today, make it the Addressing the Critiques section at the end. It'll stick with you.
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Brandon Zatt
Brandon Zatt@BrandonZatt·
Direction. Magnitude. Amplitude.
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Brandon Zatt
Brandon Zatt@BrandonZatt·
In 2002, I was a young journalist in Shanghai. Most foreign correspondents couldn't speak Chinese. They had favorite noodle shops – but couldn't talk to a taxi driver about fuel prices. That's when I realized the West's narrative was broken. A thread ↓
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Brandon Zatt
Brandon Zatt@BrandonZatt·
The US has ordered a naval blockade of the Strait of Hormuz. The ceasefire is dead. Regional war is now the base case (48% probability). Here's what you need to know – a 🧵
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Brandon Zatt
Brandon Zatt@BrandonZatt·
Subscribe to The Great Convergence for future issues of The Rangefinder (paywalled after Issue 001). Link in bio. Stay liquid. Stay strategic. Stay beyond the trajectory.
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Brandon Zatt
Brandon Zatt@BrandonZatt·
I've published the full 8,000-word dashboard – THE RANGEFINDER – free on Substack. Link below.
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Brandon Zatt
Brandon Zatt@BrandonZatt·
The blockade creates a Gulf of Tonkin moment. A 'miscalculation' could trigger full-scale regional war.
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Brandon Zatt
Brandon Zatt@BrandonZatt·
Milan's flat tax is attractive – but Europe's energy crisis and war contagion will kill the party. Avoid
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Brandon Zatt
Brandon Zatt@BrandonZatt·
UAE risk score: 1.0 (out of 10). Switzerland: 9.5. Hong Kong: 8.5.
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Brandon Zatt
Brandon Zatt@BrandonZatt·
Middle Eastern sovereign funds now constitute 39% of HK IPO cornerstone investments – up from 18% in 2024.
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Brandon Zatt
Brandon Zatt@BrandonZatt·
Hong Kong family offices: 3,384 single-family offices, up 681 in two years. Each manages at least $10M.
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