Ogi Bayarmagnai

Not investment advice or solicitation.

[Ogi Bayarmagnai @khatagin]

With Parliament set to continue discussion of the housing reform bills tomorrow, I wrote about why reform should be judged by whether it makes subsidies visible, prices capital honestly, strengthens existing market infrastructure, and avoids long-term public balance-sheet risk.

[Blacswan @blacswan__]

In our latest issue, we look at Mongolia’s proposed housing reform bills through a balance-sheet lens.

Affordable housing is not free. The cost always sits somewhere. Good reform makes that cost explicit, targeted, and sustainable.

Read below.

https://t.co/rJdU9iK7r5

[Ogi Bayarmagnai @khatagin]

A system view of housing in Mongolia, a practical path to make it investable. Thread worthy, but the post says it better.

[Blacswan @blacswan__]

Mongolia’s housing is at a crossroads: fix threshold and circulation, and the rest starts to work. New Blacswan Perspectives.
https://t.co/yy9r8uGgn1

[Ogi Bayarmagnai @khatagin]

Housing finance scales when access and liquidity are one system. Mongolia is at that hinge: years to save the deposit on one side; idle household equity on the other. The fix is architectural.
I outline a twin-engine framework in Blacswan Perspectives (Issue #2).

[Blacswan @blacswan__]

In this edition of Blacswan Perspectives, we outline the twin-engine architecture for Mongolia’s housing finance, pairing access with liquidity to unlock compounding outcomes for households, investors, and policymakers. Read the analysis and subscribe.

https://t.co/oLM9BnFdO7

[Ogi Bayarmagnai @khatagin]

Reflections on building financial architecture that lasts, beginning with Mongolia’s real assets.

[Blacswan @blacswan__]

Emerging markets don’t fail because of lack of ambition, they fail because capital behaves like a tourist. Launching Blacswan Perspectives. Our first memo shares why we believe local stewardship and long-term capital matter for Mongolia’s future. https://t.co/BdlEM4MaYv

[Robinhood @RobinhoodApp]

Tariffs, labor squeeze, and AI are turning up the heat on markets. @StephGuildNYC has the mid-year breakdown 👇

[Seeking Alpha @SeekingAlpha]

$MAIN - Main Street Capital: Trade De-Escalation Could Propel It To New Highs While Paying A Substantial Dividend. https://t.co/uVDOOXXoyE #investing #economy #trading

[Seeking Alpha @SeekingAlpha]

$JEPQ - JEPQ: A Yield Enhancing Investment With Exposure To Nasdaq-100 Companies. https://t.co/P2ufI52i4j #finance #trading #economy

[Dan Ives @DivesTech]

https://t.co/GZgevGWhgM @washingtonpost 🔥🏆🐂🪩

[Seeking Alpha @SeekingAlpha]

2 Oversold Industrial Powerhouses Long-Term Dividend Investors Should Consider. https://t.co/MgFuzCkxz6 #investing #economy #stockmarket

[Ogi Bayarmagnai @khatagin]

We can sleep tight?

[Interactive Brokers @IBKR]

Interactive Brokers has $100 billion in cash, says chairman Thomas Peterffy

[Steppe Gold | TSX: STGO @SteppeGold]

BIG NEWS: $STGO to acquire @AnacortesMining!

Exciting announcement coming out from our team today, that will transform @SteppeGold into a multi asset, multi jurisdiction #gold company.

👉 Full details: https://t.co/Lq5XKz7awz

$STPGF 🇲🇳🇨🇦 #PreciousMetals #mining #investing #Mongolia #Peru

[Aswath Damodaran @AswathDamodaran]

The market consensus can and will change, with the direction of change depending on how inflation and the real economy play out in 2023. Put simply, whether you think stocks are cheap or expensive will reflect your views on these two macro variables. https://t.co/8muYMgvQcQ

[Ogi Bayarmagnai @khatagin]

@Daichinkhuuu @FRC_of_Mongolia АНУ-д байдаг Монгол компани. Нэрийг нь одоохондоо нэрлээд яахав. Төлөх боломжгүй болсон болсон бол ядаж хэл чимээ өгөөд, төлбөрийн графикаа тохироод явбал уг нь өөрсдөд нь л хэрэгтэй юм даа. Манайхан бизнесийн ёс зүй хэзээ сурна аа.

[Ogi Bayarmagnai @khatagin]

@FRC_of_Mongolia-ны зөвшөөрөлгүй о/нийтээс санхүүжсэн Монголоос "цахиурын хөндийд гарсан" гэх компанийн гаргасан бондын купон төлөлт хийгдэлгүй 10 орчим хонож байна. Утсаар яриад, мэйл бичээд амжилтгүй гэхээр одоо дефолт болсон гэж ойлгох? Цааш нь ярих уу яах уу гэдэг билүү...

[Ogi Bayarmagnai @khatagin]

@FRC_of_Mongolia-ны зөвшөөрөлгүй о/нийтээс санхүүжсэн Монголоос "цахиурын хөндийд гарсан" гэх компанийн гаргасан бондын купон төлөлт хийгдэлгүй 10 орчим хонож байна. Утсаар яриад, мэйл бичээд амжилтгүй гэхээр одоо дефолт болсон гэж ойлгох? Цааш нь ярих уу яах уу гэдэг билүү...

[Ruben Mathisen @rubenbmathisen]

What percentage of national wealth is owned by the Bottom 80%?

Highest: 🇳🇱Netherlands 35%
Lowest: 🇿🇦South Africa 5%

🌍World as a whole: 12%

#dataviz

[Anas Alhajji @anasalhajji]

2023 Oil Market Outlook
#OIl
Ask your company to subscribe:👇
https://t.co/74MnRlNjuL

[Ogi Bayarmagnai @khatagin]

@noahzender Send

[Ogi Bayarmagnai @khatagin]

Хамгийн чухал нь улс төрийн эрсдэлээ ингээд хаачихаар $100M NPV төслийн хувьд бараг win-win биз дээ.

[Amar 𝕏 @amarbysgln]

Эрдэнэ Монгол ХХК-ийн 50%-г Энержи Ресурс (ММС) 40 сая ам.доллароор авчээ. Арай бага уу л гэж бодогдож байна. Гэхдээ Монголд ОУ-ын хөрөнгийн бирж дээр хувьцаагаа арилжаалдаг нэг компани нь нөгөөгийнхөө хувиыг авч байна гэдэг сайшаалтай. Ил тод, зөв засаглалтай л явж байвал болоо

[Win Smart, CFA @WinfieldSmart]

Valuation