Year: 2015

Yes, Colombia! A Country in our Radar

One of the reasons I spend a lot of time in New Zealand, whilst having grown up in South Africa, apart from the breathtaking beauty and unbelievable lifestyle, is that South Africa completely blows New Zealand away when it comes to crime (pun intended). Crime clogs the economic pipelines of

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This is NOT Fair!

Looking back on my own childhood I reckon raising kids must have been a piece of cake. Parents let their kids wander off to the nearest state school where justice was swift and harsh. Caning was all the rage and I certainly got my fair share. It was all pretty

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Mongolia – Is This Guy for Real?

Mongolia has a kind of raw seething grittiness to it. It is like a brand spanking new 8 liter V-10 engine with the chassis in place but the rest of the machine is a mishmash of bolted on parts, the seats come from an abandoned Lada, the interior is decorated

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Faith in Chaos

I’ve been absent for a few weeks and for that I make no apology. The recently concluded New Zealand meet up over the last few weeks left me with little time for luxuries such as sitting down to jot out some thoughts to you. Hopefully, when I do get something

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Is This How It All Begins to Unravel?

My daughter found a sick baby bird in our garage a few weeks ago. We took it in and began nursing it back to life. My daughter, a gentle little soul who believes that our home should be turned into an animal shelter for every imaginable creature whether it needs

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This Simple Strategy Could Have Potentially Saved Billions

Deal making is glamorous. Apparently… When I tell people what I do in private equity I get strange responses. “Oh, that sounds so great, so glamorous,” while the head rolls back and people look at the sky, perhaps imagining all the glamour. Maybe they are thinking international travel, negotiations in

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Soap Bubble
Financial Markets
Chris MacIntosh

The Anatomy of a Carry Trade Bubble

Last week I discussed some very important things, not the least of which was how to get rock hard abs. Equally as important is how asymmetry builds in nature and in financial markets. Today I wanted to continue the discussion. A question posed by a reader prompted me to think about

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