Year: 2014

Stability in Renminbi Offers an XXL Profit Opportunity

As mentioned in my writing on the Singapore dollar, the most dangerous thing in finance is the “thing” that never moves. This stability creates an illusion of control around which many positions are built, the greater the perceived stability the greater the positions, and the more other assumptions and forecasts

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Crowdfunding – Disruptive Finance Goes Global Part II

On Tuesday we posted podcast session #1 with Jason Best and Sherwood Neiss from Crowdfund Capital Advisors, two of the Crowdfunding movement’s most influential thought leaders. Today we bring you parts 2 and 3. As we mentioned previously, Jason was kind enough to join us in Aspen this past August

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Crowdfunding – Disruptive Finance Goes Global

Jason Best and Sherwood Neiss are two of the Crowdfunding movement’s most influential thought leaders. We’ve had the pleasure of knowing them both for some time now, and recently we grabbed about 90 minutes of their time to record some really insightful podcasts. Jason was kind enough to join us

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Did Someone Say Deleveraging?

For reference I should mention that I recently wrote about debt in a post titled Debt Chart Porn, and we are about to mail out our comprehensive debt report to our registered readers. All of this has led me to thinking a lot about debt and the state of the world

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Replace These People with an App Already

I spent a recent weekend looking at some real estate. It used to be a favourite way for me to spend time and I realized how much I really miss it. I was reminded of how 99% of real estate agents are completely useless. No, I mean not just incompetent

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Why the Singapore Dollar is Staring Into the Abyss

Singapore is regarded as the “safe haven” or Switzerland of Asia. While on the surface Singapore is the economy to which most others can only aspire to one day become, beneath the scenes is a very fragile economy highly dependent on the cost of capital staying low or at least

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Debt Chart Porn

Like a bad case of hemorrhoids, debt is a topic too often left out of polite conversation. It’s a good thing then that you don’t come here for polite conversation! It is a topic previously written about in these pages and one which has the power to keep me awake

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Passion – It’s Not Just What Happens Between the Sheets

Most of the really big returns made by investors and entrepreneurs come from companies which seem to have one unmistakable element. We look at a mountain of deals and consequently the filtering process is very rapid. In fact over 90% of the deals that hit our respective desks are pre-filtered

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