WHO WE ARE & WHAT WE DO
We are a meeting place for investors, and those managing their capital in a world riddled with dangerous thoughts and unsound monetary shenanigans. On this site you will find some of the strategies used by ourselves and those of our close colleagues, many of whom are household names in the investment business, and still others who keep a much lower profile....
OUR MARKET INSIGHTS
Warning: This story is entirely fictional except for all the parts which are not. It is the story of a 5-step process of the “evolution” of a family office. I felt compelled to pen this missive since it’s representative of so many family offices out there and maybe in doing so one or two save themselves some […]
Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity. While we enjoy a good […]
WHAT OTHERS HAVE SAID
"Dear Chris. I am the CIO of **** where we manage a long short global macro fund, and was introduced to your work by one of my analysts. If you ever need someone to bounce ideas off please don’t hesitate to reach out. Your recent work on the crisis in Europe is the most cogent brilliantly written piece of analysis I’ve read and as I’m sure you’re aware we regularly buy research for tens of thousands of dollars which doesn’t come close to what you’re providing. You can get a hold of me on ******. I would love to speak with you."— L.G
I owe you a debt of gratitude. After losing so much money with half a dozen newsletter services I found your website and over the last 2 years have made more money than from any other service and all for free. If you ever offer a paid service I’ll buy it without question because I already owe you.— S. Lafroy