Most readers will by now be well aware of the cliff that the precious metals stepped off last week. I’ve got a few thoughts related to this. When looking rationally at our private equity portfolio of companies we are funding via PP’s, or in fact any unlisted and illiquid investments,
A quick Q&A regarding my last post. “Jake the truth” mentions that my thinking might be representative of a contrarian indicator. I prefer not to bother myself with who is saying what, why and when, until and unless I’ve reviewed the data first. In this respect I have a number
Home ownership is the most popular religion of the 21st century. It’s even more popular than stupidity and that’s saying something. If you wish to become a pariah amongst your fellow natives simply tell them that owning a home is not an investment, then tell them it’s potentially one of
My childhood years were misspent in Southern Africa where since ancient times (1960’s), prior to gracing my parents with my presence, the educated, ambitious and most talented often left the region for markets such as the UK, Europe and to a lesser extent the US. There were many who took
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