John Malone is the latest high profile investor to enter into agriculture, a sector which has been historically difficult to predict, but which now presents a mother of an asymmetric opportunity. We take you through our thesis, and discuss how to invest for higher food prices.
Thought for the day: Totalitarians never view themselves as totalitarian. Utopians believe fervently that what they are forcing upon others is for their own good. Such is the content of this article. If you’ve not heard of the World Economic Forum, I’d urge you to pay extremely close attention because
The growing ESG movement is allowing the politically connected to profit, while laying the groundwork to prevent YOU from profiting from its dangerous stupidity…
I watched with amusement as a man who goes by the name of Xi addressed the United Nations telling them to do more to combat “climate change”. “We aim to have CO2 emissions peak before 2030 and achieve carbon neutrality before 2060.” Unsurprisingly CNN, CNBC and the BBC dutifully published
I’ve been studying the breakup of Yugoslavia for many months now. It is, as far as I can tell, like a marriage. Complex. To be fair, grievances amongst different ethnic and religious groups had been simmering for hundreds of years before the last Yugoslavian civil war erupted, splintering the nation
The cold war wasn’t named that because it involved Russia, which is as cold as a witch’s tit (at least in winter), but rather because it didn’t involve Ivan firing his shiny Kalashnikov at Bo, Billy or Bob. Hence cold, not hot. This was while both powers worked to undermine