Brandon Zatt

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 ↓

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.

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.

👉 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.

Direction. Magnitude. Amplitude.

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 ↓

The situation now…🙃

To get the full, downloadable PDF of The Rangefinder (free, no paywall), head to my Substack: substack.com/home/post/p-19…

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 🧵

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.

I've published the full 8,000-word dashboard – THE RANGEFINDER – free on Substack. Link below.

The blockade creates a Gulf of Tonkin moment. A 'miscalculation' could trigger full-scale regional war.

Milan's flat tax is attractive – but Europe's energy crisis and war contagion will kill the party. Avoid

UAE risk score: 1.0 (out of 10). Switzerland: 9.5. Hong Kong: 8.5.

Middle Eastern sovereign funds now constitute 39% of HK IPO cornerstone investments – up from 18% in 2024.

Hong Kong family offices: 3,384 single-family offices, up 681 in two years. Each manages at least $10M.