Tag: Fiji

Heads up Cowboys!

Agriculture, it’s a sector Mark and I are unashamedly bullish on. Government stupidity, central bank money printing, political over-reach and the fact that we all have to eat; these are things we are confident will continue! Capitalizing on our thesis should be easy enough, however the biggest problem we’ve encountered

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Finding Your Sneetch

Mark and I recently finished our Fiji Meet Up with a small group of totally awesome people. With the laughable US presidential election process taking place at exactly the same time, I have to say that our attendees spent their time far more productively than standing in a voting queue

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Profiting in Paradise

While Mark and Chris are up to their necks in salt water and coconuts at the Fiji Meet-up, I wanted to discuss an interesting opportunity in Fijian tourism. No, I’m not going to babble on about gorgeous scenery and warm water whereby those who start a tourism company will bloat

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Hope – It’s What Keeps People Going

This morning I found myself teaching the rationale of fighting an impossible battle to my 7-year old son. He was attempting to get his strong-headed sister to do something which she had clearly stated she WAS NOT DOING! Knowing my children as I do, I knew that my sons exercise

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This is Who Will Save The World!

Japan has just shocked the market with…you guessed it, a widening trade deficit. We spilled a fair bit of digital ink explaining why the Japanese Government fiscal situation is a moth in search of a flame. Our complimentary report which you can download, print and doodle on anytime you please…(really we’ll take

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Predatory Capitalism and Market Perception

Mark and I are heading into our second week on the ground here in Mongolia, enjoying the beautiful summer weather. In the last few days we’ve met with a young American who recently launched a forex operation, travelled out to the countryside to do preliminary due diligence on a small

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The Cliff Edge is Safe… Really!!

Our friend Harris Kupperman recently wrote an interesting article asking the question, “Does Real Estate Equal A Bond Short?” If you haven’t read his occasional musings you should. He’s sharper than the hairpins at Monaco. To summarize Harris’ article: You’re not buying Real estate per se, what you’re buying is

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