The past few weeks we’ve been enjoying the sights and sounds of Colombia with a group of friends, a country which has gradually been dragging itself out of a nightmarish civil war, constantly overshadowed and closely tied to drug cartel wars which pepper it’s history. Much of that seems a
Perhaps, like me, you’ve been hearing “the dollar is going to die” rhetoric nonstop for the last few years. Our stance, well documented in these pages here, here, here and here, amongst many, many other posts, has been that for the last 12 months we’ve been long, and remain long
Last week at my son’s football game, a fellow parent remarked to me that bald heads are cool. I actually thought the guy may be off his rocker a bit, but then I figured that maybe he was trying to be nice as I’ve got more hair on my big
As headlines flickered across a Bloomberg news feed this morning, I was struck by the plethora of slanted views. If it was anymore slanted it’d be vertical. A mishmash of sound bytes sans fact. I was reminded of days spent imbibing on University economics. It’s no wonder university students drink
I’ve received a lot of responses to my thoughts on Japan from the post questioning Kyle Bass’ thesis on Japan earlier this week. I’ve taken two which I’d like to share with you today. One reader raised a good point on the Japanese “monetary perpetuum mobile” ever being questioned: Only missing one point:
Have you ever read John Steinbeck’s Of Mice and Men? It’s part of the high school curriculum in many western countries. The story is of two lonely and alienated farm labourers in the depression. One, George, who is sharp and quick, and the other, Lennie, who is physically huge and
I love what I do! A recent get together filled with blonde stick insects and cologne covered chinos found me subjected to talk about “work at the office”: “What did you do at work today?” “Oh, nothing much, tried to look down the new girl’s top for a bit then
Greece is connected to China by the very same thing which has been connecting sex, drugs, and rock’n’roll since Bretton Woods – dollars. Last week I shared some thoughts on the unintended consequences of actions taken in Europe and why Greece may matter as a result. There is zero chance
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