Kyrgyzstan: Does this place become Venezuela or Hong Kong? Or something in between? My buddy Kuppy was just there on his way through to look for opportunities in Greece. What he found was pretty interesting… not least because to a certain extent the question above matters less than you might imagine.
Warning: I’m going to jump all over the show today. Live with it. When your umbilical cord was severed, and you’d only just entered this world, you had approximately 100 billion brain cells. At some point in the future (hopefully very distant), an old man in sturdy boots and a trench
We have a situation where the market is becoming increasingly lopsided at a blistering pace in favour of passive indexing, ETFs and low-vol ETFs over hedge funds with smart active strategies. Read our latest thoughts on what’s likely to result in the coming years…
Before the good stuff… the fun stuff. Here’s a fan mail I received in response to this. I guess he/she never made it as far as this part: “Don’t get me wrong. I’m not against EVs, and I’m all for technological innovation.” Though, in all fairness, it may be the
The news of fossil fuelled cars being banned by 2040 has tree-hugging beardies everywhere rejoicing because they will, once and for all, get rid of all those ghastly baby-seal-murdering bastard oil and gas executives. But did anyone stop to think what actually powers Electric Vehicles? Hint: it’s not unicorns and rainbows. We look at this absurd situation from the point of view of an investor.
When I set out over a year ago to just once a week highlight one element of absurdity (because it is absurdity which often leads to asymmetry and thus profits) on this ball of dirt we call home, it was inevitable that I wouldn’t have much trouble in finding things
If you’ve a business built on IP, then may I suggest that looking NOW, ahead of trouble, for the best domicile could well provide you with the best ROI you’ll ever get. In this week’s World out of Whack we examine the lunacy of trade wars on IP, and what the underlying reasons may be for the latest spat between the U.S. and China.