When we left off with our friend Doug Clayton of Leopard Capital, we were discussing how Cambodia is The New Emerging Market. Doug commented that, “Cambodia has a very different approach to business than most of Asia. It forces prices down for consumers due to the free competition. The government
The last time I spoke with my friend Doug Clayton our attention was focused on the unfolding and rapidly rising market in Myanmar, a country Doug is heading to shortly and one I’ll be returning to later this year with some friends. I caught up with Doug fresh off a
Front-running liquidity has been a terrific investment strategy for Mark and I over the years (and NO, it has nothing to do with getting drunk before everybody else). It allowed me, before reaching the ripe old age of 30, to wake up one morning realizing that, “Hey I don’t have to
Leverage – It brought down, LTCM, Lehman and recently MF Global. It will probably bring down Deutsche and Credit Anstalt before the final episode of the European sitcom, “We’re all family right?” is released to viewers around the world, likely to the Dire Straits tune Brothers in arms. The flip side
Burma has been in an almost perpetual state of civil war since 1949. Human rights violations, brutal oppression against a mostly un-armed populace, child trafficking, and living conditions I would not subject a dog to (a central banker yes… a dog no) have been synonymous with Burma since its independence
I was 16 years old and knew how to handle myself. I was fit, lean and had spent a lot of time in the gym. OK, I was skinny, maybe even scrawny and the gym workouts had likely done more for my ego than my physique, but… I had watched
My childhood years were misspent in Southern Africa where since ancient times (1960’s), prior to gracing my parents with my presence, the educated, ambitious and most talented often left the region for markets such as the UK, Europe and to a lesser extent the US. There were many who took
I’m in need of some relaxation techniques. Stress is bad for you. You can feel it eating its way through you like one of those giant intestinal worms on a medical horror movie. As such I’m listening to this… some music I was introduced to recently. Even if you don’t
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