We track capital flows and other trends to establish where deep value lies, and spend our time determining how to best execute on our views. This often takes us where investors do not dare to go, and is often how we achieve outsized returns. Our contributors each have their own views, but ultimately rely on global macro analysis combined with specialist knowledge and patience - which is how we achieve an edge.
They've been through a crisis, the country is terribly mismanaged, corrupt and still hemmed in and constrained by the EUR, which doesn't allow them to adequately manage fiscal policy. The market knows and understands this, which is why it's cheap. Greece is the conduit into Europe for China via the Belt and Road (OBOR) initiative, and this means that China will spend in Greece buying increasing amounts of both commercial and, ultimately, (wait and see) political influence.
The lucky country has some of the highest debt-to-income levels in the world. Aside from historically low interest rates, the mania has also been bolstered by significant foreign buying (China), now curbed by law, and historically low interest rates. These are now swiftly changing... watch LIBOR, and banks are massively leveraged to real estate.
In a world as indebted as we have, where the risk to loss of faith in currency is higher than most realise, Bitcoin provides asymmetrical upside as well as what has become THE most secure digital ledger. For a small portion of one's portfolio, it provides a hedge quite unlike any other. We've been officially recommending since 2014.
Our contributors offer access to their own private portfolios and investment activities via annual subscription or a "done for you" solution for clients who want us to manage a portion of their capital
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