Category: Capitalist Viewpoints

Pray Tell What Happens When…

Friedrich Von Hayek’s Road to Serfdom was first published a full 68 years ago. Hayek argues convincingly that all forms of socialism and central economic planning ultimately lead to tyranny. Interestingly, he argues also that this tyranny will come to us from people of good intentions and not from the

Read More »

Heads up Cowboys!

Agriculture, it’s a sector Mark and I are unashamedly bullish on. Government stupidity, central bank money printing, political over-reach and the fact that we all have to eat; these are things we are confident will continue! Capitalizing on our thesis should be easy enough, however the biggest problem we’ve encountered

Read More »

Finding Your Sneetch

Mark and I recently finished our Fiji Meet Up with a small group of totally awesome people. With the laughable US presidential election process taking place at exactly the same time, I have to say that our attendees spent their time far more productively than standing in a voting queue

Read More »

Myanmar – In the Mix

(China, Missionaries, Methamphetamine and the CIA) As is often the case when investing in Frontier markets it is important to get a grip on what has come before, the current reality and what to be scared s*#tless of. Mark and I spend a great deal of time attempting to figure

Read More »

Myanmar, Hillary, God & Muhammad

It must be so…customs and immigration officials upon acceptance of employment are required to sign a mandatory statutory declaration before commencing their professional duties. In my estimation this is a declaration of unquestionable sullenness, objectionability, lack of common decency and an intolerance to humour. It also involves immediate termination of

Read More »

Shut up & Grow Some Balls!!

Over the weekend I was watching a movie with my kids…”How to Train a Dragon”. In the story, a tribe of Vikings live in a particularly inhospitable part of the world. They have some enemies…dragons in this case. Their homes are continuously destroyed and their cattle stolen by these fire-breathing

Read More »