Category: General Investing

3 Things you Need to Know About Central Asian Frontier Markets

Some time back I had the fortune of meeting with some interesting guys who are involved in Central Asia. Like some of you, I have read the stories of stupendous, life-changing growth and opportunities. I’ve even met a good number of investors who have placed what amounted to a grubstake

Read More »

Trading Lessons from a Reformed Idiot

Have you ever done something so stupid that you really never wanted to discuss it again… ever… ever, ever, ever? I’ve previously discussed some random lessons learnt so far. Today I have a shameful story to share with you, and its roots are in a dark, dank and rotten place…

Read More »

Crescendo of Debt – ¥1,086,000,000,000,000

Questions, not answers are where all thoughts begin. If you’ve come to this blog looking for answers we humbly suggest you leave now. There are countless sites out there offering you the answers. That many of them have been, and continue to be, dead wrong doesn’t matter, they satisfy the perverse need for

Read More »

Some Days just Suck!

Yesterday was a BAD day! Trouble came first thing in the morning when my children woke me at half-past-dark. Taddy was dead. Likely killed by a neighborhood cat. Taddy is, err, was my daughters pet tadpole. He lived in a bucket near the back door and was fed and talked

Read More »

Japan, Life Insurance Companies and Bedroom Talk…

It must be the stench of an enormous pile of debt that keeps bringing me back to Japan. Like a scavenging mongrel at a rubbish dump, I’m drawn to the pure absurdity that exists in today’s financial markets. Greece, Italy, Ireland, France they’re all running unsustainable finances. The problem is

Read More »

3 Life-Changing Lessons

It was a typically miserable, rainy, cold Thursday night in the city of London’s financial district. The “suits” had begun to descend on the local pubs in an effort to wipe out the memories of the day. They would soon be engaging in an orgy of lies, chest puffing, pontificating

Read More »

Open Source Medicine

Earlier this week I spoke about the growth of industries catering to an ageing population. Biotechnology is one sector that seems disproportionately poised to benefit. With the demographic trend firmly in place, the demand for drugs, combined with the expiration of important drug patents, will act as additional tailwinds behind the

Read More »

Cleaning Old Peoples’ Feces – A Growth Industry!

Fresh out of high school I had many goals. Like most goals mine posed some challenges, with a lack of money being centre stage. How to fund tertiary studies, eat, live and pay for it all? I had ventured to a foreign land which enabled me to earn higher wages,

Read More »