Year: 2012

Yak & Yen, Yin & Yang

Strong macro-economic trends are typically like ocean liners or overfed pigs in feed lots. They turn slowly and with difficulty. I recently discussed Mongolia, comparing it with another resource rich country in Africa in a post entitled Congolia. Therein I re-stated our bullish stance. The country has some very strong

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Mongolia – Time to Jump Back In?

Ganzorig Ulziibayar is the President of Mandal Insurance and Chairman at Mandal Asset Management, an investment management company in Mongolia. He has been involved in the Mongolian capital markets for a decade and it shows when you speak with him. Street savvy with an in-depth understanding of how Mongolia works.

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A Revolution in Agriculture – Part II

Today we’re back with Nate Storey, PhD. Nate’s company Bright Agrotech is revolutionizing food production by creating innovative new ways to grow food “vertically”. Nate and his team are the real deal, so read on and learn a bit more about how you can add a bit of food security

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A Revolution in Agriculture – Part I

If you’ve been reading this blog for more than a week you know that the we like agriculture. The world has structural issues with the food supply which won’t disappear soon. The age of farmers is ticking ever-higher, with average ages in the United States, Great Britain and Canada approaching 60,

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Pray Tell What Happens When…

Friedrich Von Hayek’s Road to Serfdom was first published a full 68 years ago. Hayek argues convincingly that all forms of socialism and central economic planning ultimately lead to tyranny. Interestingly, he argues also that this tyranny will come to us from people of good intentions and not from the

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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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