I woke this morning to gale force winds and sideways rain slapping my bedroom window. Yuk I thought, as I crawled out of bed to check the markets, the same way I start every week day. What I could not have known was the shock and awe about to greet me! The weather outside was [...]
February 28, 2013 By Leave a Comment
Changes at the Margin – How to Prepare for a Disorderly Move
In a past life, while still in the clutches of the investment banking world, I’d made a few friends in the “trading fraternity” and visited them on a regular basis for work and social reasons. When it came to markets, opinions varied little within the group. Traders were unanimously bullish or bearish on any given [...]
February 26, 2013 By Leave a Comment
A Conversation with Harris Kupperman – Part Deux
We ended the last post (the first part of a discussion with Harris Kupperman – “Kuppy”) discussing Mongolia and then Cambodia. In this discussion Harris and I moved on to the state of the world economy, and Japan in particular. ——- Chris: We’re living in a very unique investing environment at present. Frankly when I [...]
August 14, 2012 By 2 Comments
Laos – Good News and The Good News!
Firstly the good news…I contained myself from throttling a mindless bureaucrat at the Thai embassy in Vientiane…just! 7 hours of queues (yeah you read that right, 7 freaking hours)…with kids in tow! I relish this with the same enthusiasm I typically reserve for chronic constipation. Combine the already tedious, non-sensical, paperwork laden visa procedures with [...]
August 9, 2012 By 2 Comments
Undervalued Juniors
Eric Muschinski from the Gold Investment Letter joins us again today. He’ll give us his juiciest picks in the junior resource space. I’ve been following Eric for a bit and watching his performance. I’m impressed by his ability to trade these stocks a bit more than the average resource investor. In a lot of instances [...]
