Not a week goes by when I don’t get a request to post an article on this site. You’ll notice that I never do so. Not because I’m an asshole, but because it’s too time consuming for me to vet who folks are, what they’re selling, and so forth. You’ll also notice that I do [Read More]
Dan Wilton: From Private Equity To CEO
A lot of the CEOs don’t want the accountability of one shareholder. Historically, I think a lot of CEOs in the mining sector, from very junior exploration companies to large cap, always wanted nameless, faceless shareholders. They want someone that they can go have 1 or 2 marketing meetings with per year and give them [Read More]
The Real Reason For A Refugee Crisis In Europe
Wikipedia describes a Ponzi scheme as: A fraudulent investment that involves the payment of purported returns to existing investors from funds contributed by new investors. It is an investment system where the investment profits are paid with the money from other investors, and those who experience profit believe the profits come from non-investors such as [Read More]
Hold My Beer
Imagine this. You’re holding what has become the world’s biggest basket of profitless, often fraudulent (I’m looking at you, BABA), and insanely overvalued, illiquid securities. You’re one man at the helm of a ¥11.6tn empire with sole discretion as to how you operate. Sure, you’ve got shareholders. But the way you’ve structured the business, the [Read More]
Huawei To Hell?
An old acquaintance (the CIO of a $800 million macro fund) rang me up last week to chew the fat on the Huawei deal and the ramifications. And so — since I’m a lazy bastard — I figured I’d use the meat of the conversation for this article. You’re probably aware of the bans the [Read More]
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