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....
FROM THE BLOG
It was a phenomenal rise. Geert Wilders, a complete nothing a decade ago, came out of the blue to make a challenge for the top spot in Dutch politics. In doing so he scared the willies out of the ruling elite across Europe. In the dying minutes of the game, Wilders failed to clinch the required votes […]
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 People Say
It's a great pleasure to read through your website. My background is not financial, but was always interesting in dynamics in the world and questioned myself how and why some events take place. Also, I come from Slovenia and am thinking there is a very turbulent time ahead of us here (like in the rest of the world as well) and it´s good to have an insight like yours to help me with my decisions. Your website showed me another point of view and most important how to take advantage of the predicted events.
I am very happy to be exposed to Insider, as asymmetry can be so powerful but I do not have the expertise to find it. Thank you for the information and inspiration. I very much appreciate your work.
I have learnt a lot from your newsletters and have become wiser in my investment decisions. The regulations of the Indian government make it harder (to invest in a few countries). After reading your "Dollar Bull Run" report I did invest in the US through a mutual fund here. I would like to make a suggestion here - if you could start a mutual fund I would certainly invest in that. I believe many reading your newsletters would be happy to invest through it.
I have to say your understanding of macro-economics and behavioural psychology together are truly extraordinary. I’ve never seen the two combined in the way you manage to bring it all together. I’ve gone back and read many posts from the last year and I dare say if I’d known about you I’d have saved myself quite a bit of money. Please keep up the great work and passion you clearly have.
Just thought that I would give some feedback on the Insider service – I’ve been blown away by the quality and sophistication of the content. The eurodollar and euribor trades are a skill-set and thinking that I would never have access to, the learning curve I’ve been on over the last couple of weeks has been a steep but very rewarding one.
You are a breath of high-quality fresh air in a sea of algae infested swamp (aka the Internet & Investing). Specifically, your recent intro to Mongolia Mining has provided exactly the type investment I enjoy conducting diligence on .. thank you! In this same post re: MMC, you indicated the near-term launch of a service to provide “asymmetric investment opportunities” .. pls note, I would be grateful to have the opportunity to consider being a client of this service .. many thanks for your passion, effort and insight to date.
I discovered you today on Zero Hedge (Aussie real estate bubble) and have now read several of your posts, most are “stone cold masterpieces” of analysis and insight. Unlike many I discover on ZH, your world view is not yet easy to summarize. Despite appearing to recognise where the multi bubble Ponzi scheme is ultimately heading, you appear to still have enough faith in the system to deploy capital into paper assets when you see asymmetries. I see a blow up inevitably occurring where even the winners of bets, will be losers when counter parties cannot pay.
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.
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.