By: Kevin Virgil Last week I wrote about the possibilities of increasing change in North Korea, and its importance in the complex Northeast Asian region, which is quickly becoming a fault line between the world’s three leading powers. I have been writing for a couple of years now and it
We’re quickly heading into the abyss. I’m serious. I offer the story you’ll read below as a mere anecdote in a sea of troubles. On return from a recent trip to Sri Lanka Mark and I traveled through Australia. Proceeding through the cattle stop that is “customs” we then met
A politician is a material incarnation of the absolute worst of human nature. Look around you, it’s self-evident. Basic human nature is to survive. Once that is accomplished and we become comfortable, extremes in behaviour can develop. If you’re a typical politician those extremes normally manifest as unchecked ego and
“Oh, but he’s ex-Goldman Sachs.” This post is dedicated to our friend Greg Miller of Myanmar Capital Partners who, though he’s an “ex-hot shot investment banker”, remains an exceptional individual and a talented professional. In the world of private equity, the statement above tends to crop up often. It is brandished
I first met Joe in Mongolia last year. He is one of the most fascinating men I’ve had the pleasure of meeting. A spook from the cold war with stories that would not be out of place in any spy novel. Truth truly is stranger than fiction. This is not
“Now, this debt ceiling — I just want to remind people in case you haven’t been keeping up — raising the debt ceiling, which has been done over a hundred times, does not increase our debt; it does not somehow promote profligacy. All it does is it says you got
I’ve never been trapped in a fire before and trust me, I have had plenty of opportunity. Yes, I was THAT kid, the one who played with fire. The trick was, and still is to steer clear of the flames, to anticipate what and where. Fire is however notorious for
The best investors I know place their bets according to probabilities. It’s been over a decade since I moved my life and my capital to the far east. The fundamentals were too important to ignore, and ultimately the fundamentals lead to probabilities. The US government had a plan to counter
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