I’ve received a lot of responses to my thoughts on Japan from the post questioning Kyle Bass’ thesis on Japan earlier this week. I’ve taken two which I’d like to share with you today. One reader raised a good point on the Japanese “monetary perpetuum mobile” ever being questioned: Only missing one point:
Have you ever read John Steinbeck’s Of Mice and Men? It’s part of the high school curriculum in many western countries. The story is of two lonely and alienated farm labourers in the depression. One, George, who is sharp and quick, and the other, Lennie, who is physically huge and
I love what I do! A recent get together filled with blonde stick insects and cologne covered chinos found me subjected to talk about “work at the office”: “What did you do at work today?” “Oh, nothing much, tried to look down the new girl’s top for a bit then
Greece is connected to China by the very same thing which has been connecting sex, drugs, and rock’n’roll since Bretton Woods – dollars. Last week I shared some thoughts on the unintended consequences of actions taken in Europe and why Greece may matter as a result. There is zero chance
Raoul Pal, author of the Global Macro Investor and the co-founder of Real Vision TV, is one of my favourite thinkers and investment minds. Regrettably I’ve not met him… yet, though I’ve been fortunate enough to meet his business partner Grant Williams, who is both smart, genuine and intellectually curious.
One of THE most brainless and pernicious perpetrations against humanity is instilling a sense of fear where it doesn’t belong. This begins at a young age as kids everywhere are taught the same nonsense… Beware of Strangers! In the West they’ve even given it a catchy tag line. “Stranger Danger”, they
Yesterday I was speaking with a business partner who’s in Hong Kong for some meetings. He mentioned that many Chinese see the collapse in the stock market as an American conspiracy ahead of the IMF currency decision. It’s curious how humans can be so blind to the obvious. I understand
In a shocking and uncharacteristic display of common sense, the US government has recently managed to pass two laws which are an absolutely fabulous idea. The legalization of marijuana in the US is the first one. I say this not because I’m a closet pot smoker; I don’t even reside
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