Recently our Friend Harris (Kuppy) Kupperman took a trip to Africa. Having spent his formative years on the continent, Chris naturally loved reading the accounts of his journey. I’ve never been to Africa, but after reading Kuppy’s memos, I’m hoping to change that shortly! Chris and I often talk about Zimbabwe. He says it’s a [...]
November 1, 2011 By 22 Comments
Betting on an Inevitable and Overlooked Crisis
It seems as if all the present focus in financial markets is on Europe and “solving” their debt crisis. Debt is by far the biggest problem facing the developed world. What is interesting is that there lurks a far greater crisis on the horizon in my opinion, one that dwarfs the present European drama. Let [...]
August 29, 2011 By Leave a Comment
The Next Bubble to Burst – Student Loans
Scott is entering his senior year at a university in Boston, majoring in Business Administration and Finance. He is looking to enter the hedge fund industry after graduating. Mark and I first met, and were impressed by Scott due to a proactive, value driven approach he has adopted to secure employment after graduating college. I [...]
January 18, 2011 By Leave a Comment
How to safely play the Tunisian crisis
On the 14th of January, 2011 President Zine El Abidine Ben Ali fled Tunisia amidst violent protests. This scene has played out across the world more times than I care to mention, and I would like to point out a couple of things. Firstly, it is and always will be astounding to me the level [...]
