Year: 2013

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,

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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

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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

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This is What The Impending War with Syria Means for Gold

Without sifting through the rotting underbelly of the political machine to determine the real reasons why the US and the UK need to go to war in Syria, I’d like to look at what the coming war means for real money. Yes, the shiny stuff. There are a few common

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This Company’s Burn Rate Should Scare The Hell out of You!

Burn Rate: Investopedia – “The rate at which a new company uses up its venture capital to finance overhead before generating positive cash flow from operations. In other words, it’s a measure of negative cash flow.” Day in and day out I review businesses. Most are privately run businesses, some

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Why I love PRISM

If you drink poisoned water thinking it’s safe you’re a victim. If you drink poisoned water knowing it’s poisoned you’re an idiot. In that context, I have been a complete idiot. I’ve stored unencrypted financial information on companies which I’ve been researching on Dropbox I’ve used Gmail I’ve used Skype

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“Rio Tinto Is Screwing Turquoise Hill Shareholders!”

So says a contact of ours in Mongolia. (This post is the result of various conversations which have transpired over the last few weeks. As such consider this a timely “bonus” issue.) Journalists are often constricted in many ways. Firstly by their publishing houses, whose prerogative is to sell copy.

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I am RICH

J told me that Kate had cancer. J and Kate were best friends growing up. The kind of best friends who shared everything. Inseparable, trusting, honest…the best friends any person could ever hope to have. I had been close friends with both J and Kate ever since I was in

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