Month: September 2013

Taper or not, The Aussie is Overvalued – How to play it

We’ve always been fond of identifying and positioning for macro trends. Getting on board a bull market and riding that sucker for the majority of the move is more than common sense, it’s profitable and as a capitalist it’s our honour-bound duty to participate. One currency that we’ve spoken about

Read More »

THIS Will Destroy Shareholder Value

Drinks at the Corney and Barrow matey? I winced,  feeling my wallet lighter already. You coming? Urgh, 5 quid for a pint, can’t we go someplace else? I don’t make nearly as much as you overpaid traders. Don’t worry about it, it’s sorted, the boss is coming so it’s on

Read More »

Al-Qaeda’s Wet Dream

Imagine for a second you’re a terrorist intent on inflicting unimaginable harm on your enemy. Now let’s further imagine that your enemy is the United States… The sun rises over your holy mother land, a land now inhabited by the infidels. You don your Kalishnikov, climb out of your cave,

Read More »

Psychological Manipulation & Trained Fleas!

One technique to ensuring kids don’t misbehave is to threaten them with a trampling from fully-grown elephants. It works better than chaining them up or locking them under the stairs. I highly recommend it. Last year while living in Northern Thailand my wife and I took our kids elephant riding

Read More »

On the Ground in Mozambique

Our friend Kevin Virgil from Pathfinder Capital recently returned from a sojourn to Mozambique. Africa is a place that interests us in general. Mozambique in particular holds appeal for agricultural investment. To that end we have been exploring opportunities with Kevin and his team. Kevin just put out a note

Read More »