Far from the maddening crowds, Mark and I sit here on the edge of a primitive rainforest, overlooking a coral reef thousands of miles from the nearest industrialized continent. Not a bad spot to ponder life, our investments, and of course our personal projects, one of which is the reason we are here. Whilst consuming [...]
May 9, 2013 By 1 Comment
Agricultural Streaming
In a bull market one of the most profitable businesses to be in is that of financing. This is largely due to the leverage available, not only financial leverage, but equally important are the leverage of skills and technology. Financial services, banking, insurance, brokerage, investment and merchant banking all fit the bill. These aren’t the [...]
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. [...]
March 7, 2013 By 4 Comments
The Truth About Ecuador
Following on the heels of our last post, Viva Ecuador!, I wanted to address a few common and some not so common misconceptions about the country. A lot has been written about Ecuador, to be sure. It seems to be a favourite among the expat focused lifestyle and PT publications, which all claim to be [...]
December 6, 2012 By 1 Comment
A Revolution in Agriculture – Part II
Today we’re back with Nate Storey, PhD. Nate’s company Bright Agrotech is revolutionizing food production by creating innovative new ways to grow food “vertically”. Nate and his team are the real deal, so read on and learn a bit more about how you can add a bit of food security and resiliency right in your [...]
December 4, 2012 By 6 Comments
A Revolution in Agriculture – Part I
If you’ve been reading this blog for more than a week you know that the three of us like agriculture. The world has structural issues with the food supply which won’t disappear soon. The age of farmers is ticking ever-higher, with average ages in the United States, Great Britain and Canada approaching 60, 60 and [...]
