Month: March 2017

Mayhem At Your Fingertips

“Jeezuz! No, that’s scary!” My wife was looking at an app on my phone with a stream of automated alerts. Actually, it’s way more than an app. It’s the tip of the iceberg for a much broader safety and security iceberg. A multi-channel communication platform with push, SMS, voice calling, email, and real-time

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Did Erdogan Just Hand Rutte The Dutch Election?

It was a phenomenal rise. Geert Wilders, a complete nothing a decade ago, came out of the blue to make a challenge for the top spot in Dutch politics. In doing so he scared the willies out of the ruling elite across Europe. In the dying minutes of the game, Wilders failed

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Wrold Out of Whcak: Your Attention Please!

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity.

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Oh Sheet, It’s A REIT (The Coming Crisis)

On Wednesday, we took a gander at global real estate and today I’ve got a follow up to that dealing with REITs. My long term buddy, fellow hedgie and confidant Kuppy, who can be found lurking here, shares his thoughts on the US real estate sector and in particular REITs: Him: I think

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World Out Of Whack: What’s Next For Global Real Estate?

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity.

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Kiyan Zandiyeh Of Sturgeon Capital

Kiyan Zandiyeh is the portfolio manager for the Sturgeon Capital Iran Fund. A protege of Nouriel Roubini with an Iranian heritage, he’s a particularly sharp investor whose perspective I think you’ll find worthwhile. Iran And Its’ Largest Hydrocarbon Reserves Some background first… Iran boasts the largest hydrocarbon reserves in the world

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Pack Instinct (Fertile Grounds For Meatheads)

On Monday, I shared with you a conversation I had with an entrepreneur Mahdi Kazemzadeh, who’s built a business in Iran. Here’s the astonishing thing: despite being Iranian Mahdi isn’t a terrorist. No, really! The mere mention of Iran gets the dog-pack enzymes flowing with an easily influenced Western media-fed crowd. Pack mentality

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World Out Of Whack: Trump Wall – How Exactly?

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity.

Read More »