Maybe I’m peculiar, which is entirely possible, but I cherish the memories of adventures I had and times spent in awkward situations; the times spent pushing my own personal limits, times when I’ve often been very, very uncomfortable. It’s rare to remember a 5-star hotel no matter how nice it
By: Kevin Virgil Last week I wrote about the possibilities of increasing change in North Korea, and its importance in the complex Northeast Asian region, which is quickly becoming a fault line between the world’s three leading powers. I have been writing for a couple of years now and it
Record debt levels, record margin levels, record central bank stimulus, and record government intervention. It certainly feels like we’re in uncharted territory. I’d be inclined to say we are experiencing record stupidity at a government level, but then I’ve read enough history to realise that this is not true. Unfortunately
My first experience with South Korea (or Korea) goes back to my university era when I, more by coincidence than anything else, ended up in a student exchange program there. It was during that time that I got my first insight into the country’s economic development, which could probably be
We can all pretend that debt doesn’t matter. We can pretend that demographics don’t matter. We can pretend that raising taxes aids rather than frustrates an economy, and we can pretend that citizens will continue to bend over and be sodomized by central bankers. But we’ll only ever be pretending,
Last night as I was playing a board game with my kids. To make it more interesting we were “bending the rules”. Each player was allowed to make a new rule if they rolled a double six. It was fascinating to watch, as my kids managed to make up asinine
From Zimbabwe to Myanmar we’ve personally had the pleasure of witnessing totalitarian government at its finest. The results are stunning and we’ve spoken about them before in these pages. Cuba, however is arguably the epitome of a totalitarian state if ever there was one. It’s important to understand Cuba for
Recently, while corresponding with our friend Chris Mayer from the simply outstanding Mayer’s Special Situations, Chris shared with me the GMO quarterly newsletter. For those of you who are thinking GMO is something to do with crops that promise to make you sterile, or grow you another finger you’d be
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