Some anecdotal evidence first… I recently corresponded with a friend in Europe who consults to a number of hedge funds managing predominantly European and British money. He mentioned that across the board his clients are increasingly concerned about equities and are seeking to hold more cash. I asked him if there was a fear of [...]
April 30, 2013 By 9 Comments
McDonald’s Could do a Better Job!
In 1945, after WWII ended the United Nations was formed. Its mandated purpose was to: “promote and facilitate cooperation in international law, international security, economic development, social progress, human rights, civil rights, civil liberties, political freedoms, democracy, and achievement of lasting world peace.” Now those are noble goals, to be sure, and admittedly they set [...]
April 4, 2013 By Leave a Comment
Something Wicked This Way Comes
For those that don’t know the origin of the title of this post, which I’m sure almost everyone has heard before, the phrase “something wicked this way comes” is originally from William Shakespeare’s play Macbeth. More appropriate for purposes of this post is its role as the title of a Ray Bradbury novel penned in [...]
March 19, 2013 By Leave a Comment
Libya, Frontier Markets FX and “Streaming” Agriculture
We’ve written a bit herein about our friend and colleague, Kevin Virgil. Kevin is a West Point graduate, veteran of the US military and a true boots-on-the-ground frontier markets investor. He’s also a damn nice guy! You can get a bit more background by reviewing our posts: Libya – The Real Story and Why Libya. [...]
